Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,284,913
+$23,699 QoQ
Shares Held
10,151
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,010
of 2,446 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
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. DUK ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
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|
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 DUK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,284,913 | 10,151 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,261,214 | 9,632 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,301,499 | 11,104 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,372,387 | 11,090 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,329,270 | 11,265 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $7,366,183 | 68,370 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $8,263,435 | 71,669 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $7,577,588 | 75,602 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,130,506 | 84,071 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $7,854,999 | 80,946 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $7,420,106 | 84,071 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $7,397,268 | 82,430 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,944,400 | 82,351 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,114,446 | 69,079 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $6,069,182 | 65,246 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,174,325 | 20,281 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,459,812 | 39,941 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,123,514 | 39,309 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,545,830 | 26,087 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $2,273,719 | 23,032 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,421,068 | 25,081 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,053,397 | 11,505 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $2,090,104 | 23,601 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,408,763 | 30,151 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,254,368 | 27,873 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||