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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rialto Wealth Management's DUK Position: Q1 2026 in Review

Rialto Wealth Management increased its Duke Energy (DUK) stake by 79% in Q1 2026, buying an estimated $2.38K and bringing the position to 43 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Rialto Wealth Management first reported a position in DUK in Q2 2025 and has held it in 4 quarters since. 2,464 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Rialto Wealth Management held 43 shares of Duke Energy worth $5.63K as of Q1 2026.
  • Rialto Wealth Management bought 19 Duke Energy shares in Q1 2026, an estimated $2.38K.
  • Duke Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #559 holding.
  • Rialto Wealth Management first reported a position in Duke Energy in Q2 2025 and has held it in 4 quarters since.
  • 2,464 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.