Ray Dalio's DUK Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 442,098 shares of Duke Energy Corporation (DUK) worth $55.96 M, representing 0.23% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in DUK, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 442,098 shares. Largest reduction occurred in Q3 2022, reducing 213,277 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Duke Energy Corporation (DUK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Duke Energy Corporation (DUK) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +442,098 | New Buy | 442,098 | $126.58 |
| Q4 2025 | -35,659 | Sold Out | 0 | $0.00 |
| Q3 2025 | +35,659 | New Buy | 35,659 | $123.75 |
| Q1 2023 | -182,331 | Sold Out | 0 | $0.00 |
| Q4 2022 | +53,271 | Add 41.28% | 182,331 | $102.99 |
| Q3 2022 | -213,277 | Reduce 62.30% | 129,060 | $93.02 |
| Q2 2022 | +158,762 | Add 86.48% | 342,337 | $107.21 |
| Q1 2022 | +169,982 | Add 1250.51% | 183,575 | $111.66 |
| Q4 2021 | +13,593 | New Buy | 13,593 | $104.91 |
| Q2 2020 | -5,491 | Sold Out | 0 | $0.00 |
| Q1 2020 | +5,491 | New Buy | 5,491 | $80.86 |
| Q4 2019 | -78,390 | Sold Out | 0 | $0.00 |
| Q3 2019 | +5,909 | Add 8.15% | 78,390 | $95.85 |
| Q2 2019 | +54,752 | Add 308.83% | 72,481 | $88.24 |
| Q1 2019 | +17,729 | New Buy | 17,729 | $90.02 |
| Q1 2016 | -16,376 | Sold Out | 0 | $0.00 |
| Q4 2015 | -77,000 | Reduce 82.46% | 16,376 | $71.38 |
| Q3 2015 | -90,800 | Reduce 49.30% | 93,376 | $71.93 |
| Q2 2015 | +128,400 | Add 230.21% | 184,176 | $70.62 |
| Q1 2015 | +55,776 | New Buy | 55,776 | $76.77 |
| Q4 2014 | -4,834 | Sold Out | 0 | $0.00 |
| Q3 2014 | -111,700 | Reduce 95.85% | 4,834 | $74.68 |
| Q2 2014 | +98,500 | Add 546.19% | 116,534 | $74.19 |
| Q1 2014 | +18,034 | New Buy | 18,034 | $71.20 |
Ray Dalio's Duke Energy Corporation Investment FAQs
Ray Dalio first purchased Duke Energy Corporation (DUK) in Q1 2014, acquiring 18,034 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Duke Energy Corporation (DUK) for 24 quarters since Q1 2014.
Ray Dalio's largest addition to Duke Energy Corporation (DUK) was in Q2 2026, adding 442,098 shares worth $55.96 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 442,098 shares of Duke Energy Corporation (DUK), valued at approximately $55.96 M.
As of the Q2 2026 filing, Duke Energy Corporation (DUK) represents approximately 0.23% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Duke Energy Corporation (DUK) was 442,098 shares, as reported at the end of Q2 2026.