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Rialto Wealth Management’s Duke Energy DUK Stock Holding History

Rialto 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
2026
Q2 		$32.4K Buy
256
+213
+495% +$26.9K 0.01% 364
2026
Q1 		$5.63K Buy
43
+19
+79% +$2.38K ﹤0.01% 559
2025
Q4 		$2.81K Sell
24
-3
-11% -$366 ﹤0.01% 625
2025
Q3 		$3.34K Buy
27
+1
+4% +$121 ﹤0.01% 539
2025
Q2 		$3.07K Buy
+26
New +$3.07K ﹤0.01% 531

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rialto Wealth Management's DUK Position: Q2 2026 in Review

Rialto Wealth Management increased its Duke Energy (DUK) stake by 495% in Q2 2026, buying an estimated $26.9K and bringing the position to 256 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #364.

Rialto Wealth Management first reported a position in DUK in Q2 2025 and has held it in 5 quarters since. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Rialto Wealth Management held 256 shares of Duke Energy worth $32.4K as of Q2 2026.
  • Rialto Wealth Management bought 213 Duke Energy shares in Q2 2026, an estimated $26.9K.
  • Duke Energy made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Rialto Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 5 quarters since.
  • 2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.