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Bridgewater Advisors’s Duke Energy DUK Stock Holding History

Bridgewater Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$614K Buy
5,540
+41
+0.7% +$5.13K 0.04% 211
2025
Q4 		$603K Sell
5,499
-100
-2% -$12.2K 0.04% 223
2025
Q3 		$646K Sell
5,599
-34
-0.6% -$4.13K 0.04% 200
2025
Q2 		$666K Buy
5,633
+2,931
+108% +$346K 0.05% 199
2025
Q1 		$329K Buy
+2,702
New +$308K 0.03% 306

Other funds holding DUK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bridgewater Advisors's DUK Position: Q1 2026 in Review

Bridgewater Advisors increased its Duke Energy (DUK) stake by 0.75% in Q1 2026, buying an estimated $5.13K and bringing the position to 5,540 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #211.

Bridgewater Advisors first reported a position in DUK in Q1 2025 and has held it in 5 quarters since. The position peaked at $666K in Q2 2025. 2,467 funds tracked by Wall St. Rank hold DUK as of Q1 2026.

  • Bridgewater Advisors held 5,540 shares of Duke Energy worth $614K as of Q1 2026.
  • Bridgewater Advisors bought 41 Duke Energy shares in Q1 2026, an estimated $5.13K.
  • Duke Energy made up 0.04% of Bridgewater Advisors's portfolio in Q1 2026, its #211 holding.
  • Bridgewater Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 5 quarters since.
  • Bridgewater Advisors's Duke Energy position peaked at $666K in Q2 2025.
  • 2,467 funds tracked by Wall St. Rank held Duke Energy as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.