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B. Riley Wealth Advisors, Inc.: DUK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on DUK, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 9,931 DUK shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,931 shares
    Change vs previous 13F -220 shares

    0.04% of the 13F portfolio, value $1,132,182.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,151 shares
    Change vs previous 13F +519 shares

    0.07% of the 13F portfolio, value $1,302,658.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 9,632 shares
    Change vs previous 13F -1,472 shares

    0.08% of the 13F portfolio, value $1,268,627.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 11,104 shares
    Change vs previous 13F +14 shares

    0.06% of the 13F portfolio, value $1,301,456.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 11,090 shares
    Change vs previous 13F -175 shares

    0.07% of the 13F portfolio, value $1,372,367.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 11,265 shares
    Change vs previous 13F -57,733 shares

    0.06% of the 13F portfolio, value $1,329,247.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 68,998 shares
    Change vs previous 13F +628 shares

    0.26% of the 13F portfolio, value $8,415,757.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 68,370 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,366,219.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).