Ray Dalio's DUK Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 35,659 shares of Duke Energy Corporation (DUK) worth $4.41 M, representing 0.02% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in DUK, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 169,982 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +18,034 | New Buy | 18,034 | $71.20 |
| Q2 2014 | +98,500 | Add 546.19% | 116,534 | $74.19 |
| Q3 2014 | -111,700 | Reduce 95.85% | 4,834 | $74.68 |
| Q4 2014 | -4,834 | Sold Out | 4,834 | $0.00 |
| Q1 2015 | +55,776 | New Buy | 55,776 | $76.77 |
| Q2 2015 | +128,400 | Add 230.21% | 184,176 | $70.62 |
| Q3 2015 | -90,800 | Reduce 49.30% | 93,376 | $71.93 |
| Q4 2015 | -77,000 | Reduce 82.46% | 16,376 | $71.38 |
| Q1 2016 | -16,376 | Sold Out | 16,376 | $0.00 |
| Q1 2019 | +17,729 | New Buy | 17,729 | $90.02 |
| Q2 2019 | +54,752 | Add 308.83% | 72,481 | $88.24 |
| Q3 2019 | +5,909 | Add 8.15% | 78,390 | $95.85 |
| Q4 2019 | -78,390 | Sold Out | 78,390 | $0.00 |
| Q1 2020 | +5,491 | New Buy | 5,491 | $80.86 |
| Q2 2020 | -5,491 | Sold Out | 5,491 | $0.00 |
| Q4 2021 | +13,593 | New Buy | 13,593 | $104.91 |
| Q1 2022 | +169,982 | Add 1250.51% | 183,575 | $111.66 |
| Q2 2022 | +158,762 | Add 86.48% | 342,337 | $107.21 |
| Q3 2022 | -213,277 | Reduce 62.30% | 129,060 | $93.02 |
| Q4 2022 | +53,271 | Add 41.28% | 182,331 | $102.99 |
| Q1 2023 | -182,331 | Sold Out | 182,331 | $0.00 |
| Q3 2025 | +35,659 | New Buy | 35,659 | $123.75 |
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 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Duke Energy Corporation (DUK) was in Q1 2022, adding 183,575 shares worth $20.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 35,659 shares of Duke Energy Corporation (DUK), valued at approximately $4.41 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Duke Energy Corporation (DUK) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Duke Energy Corporation (DUK) was 342,337 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.