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B. Riley Wealth Management’s Duke Energy DUK Stock Holding History

B. Riley Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$5.09K Sell
47,468
-24,440
-34% -$2.69M 0.01% 143
2022
Q1 		$8.03M Sell
71,908
-469
-0.6% -$48.7K 0.62% 41
2021
Q4 		$7.59M Buy
72,377
+829
+1% +$84K 0.53% 44
2021
Q3 		$6.98M Sell
71,548
-133
-0.2% -$13.8K 0.54% 48
2021
Q2 		$7.08M Sell
71,681
-941
-1% -$94.5K 0.78% 36
2021
Q1 		$7.01M Sell
72,622
-3,953
-5% -$361K 0.82% 34
2020
Q4 		$7.01M Sell
76,575
-1,522
-2% -$141K 0.9% 27
2020
Q3 		$6.92M Buy
78,097
+13,556
+21% +$1.12M 0.82% 32
2020
Q2 		$5.16M Sell
64,541
-3,013
-4% -$255K 0.57% 49
2020
Q1 		$5.46M Buy
67,554
+65,274
+2,863% +$6M 0.57% 46
2019
Q4 		$208K Hold
2,280
– – 0.03% 358
2019
Q3 		$219K Buy
+2,280
New +$207K 0.04% 326
2019
Q2 		– Sell
-2,578
Closed -$232K – 403
2019
Q1 		$232K Buy
+2,578
New +$227K 0.04% 320
2015
Q3 		– Sell
-1,598
Closed -$112K – 289
2015
Q2 		$112K Sell
1,598
-159
-9% -$12K 0.09% 258
2015
Q1 		$134K Buy
1,757
+11
+0.6% +$893 0.1% 238
2014
Q4 		$145K Buy
1,746
+9
+0.5% +$726 0.12% 207
2014
Q3 		$129K Buy
1,737
+11
+0.6% +$803 0.1% 250
2014
Q2 		$128K Buy
1,726
+181
+12% +$13K 0.08% 294
2014
Q1 		$110K Buy
+1,545
New +$108K 0.08% 295

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's DUK Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Duke Energy (DUK) stake by 34% in Q2 2022, selling an estimated $2.69M and leaving 47,468 shares worth $5.09K. The position accounts for 0.01% of the portfolio, ranked #143.

B. Riley Wealth Management first reported a position in DUK in Q1 2014 and has held it in 19 quarters since. The position peaked at $8.03M in Q1 2022. 1,807 funds tracked by Wall St. Rank hold DUK as of Q2 2022.

  • B. Riley Wealth Management held 47,468 shares of Duke Energy worth $5.09K as of Q2 2022.
  • B. Riley Wealth Management sold 24,440 Duke Energy shares in Q2 2022, an estimated $2.69M.
  • Duke Energy made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #143 holding.
  • B. Riley Wealth Management first reported a position in Duke Energy in Q1 2014 and has held it in 19 quarters since.
  • B. Riley Wealth Management's Duke Energy position peaked at $8.03M in Q1 2022.
  • 1,807 funds tracked by Wall St. Rank held Duke Energy as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.