Position in D
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$366,036
-$83,818 QoQ
Shares Held
5,921
-22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Mar 31, 2026CallValue
$30,920
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,777 | $516,731 |
All Filings in D
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,920 | 50,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $366,036 | 5,921 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $58,590 | 1,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $449,854 | 7,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,737 | 7,058 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $30,585 | 50,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $475,615 | 8,415 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,051,311 | 38,086 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,302,815 | 39,848 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,845,879 | 37,671 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,414,491 | 49,085 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,539,203 | 32,749 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,192,626 | 49,085 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,324,179 | 44,877 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,239,642 | 40,058 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,091,747 | 34,112 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,593,836 | 37,532 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,231,228 | 15,427 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,731,603 | 20,379 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,503,402 | 19,137 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,423,816 | 19,499 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,452,860 | 19,748 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,508,641 | 19,861 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $855,024 | 11,370 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $706,028 | 8,945 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,314,385 | 16,191 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,293,861 | 17,923 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||