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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
Q2 		$646K Sell
5,449
-91
-2% -$11.5K 0.04% 230
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bridgewater Advisors's DUK Position: Q2 2026 in Review

Bridgewater Advisors reduced its Duke Energy (DUK) stake by 1.6% in Q2 2026, selling an estimated $11.5K and leaving 5,449 shares worth $646K. The position accounts for 0.04% of the portfolio, ranked #230.

Bridgewater Advisors first reported a position in DUK in Q1 2025 and has held it in 6 quarters since. The position peaked at $666K in Q2 2025. 2,498 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Bridgewater Advisors held 5,449 shares of Duke Energy worth $646K as of Q2 2026.
  • Bridgewater Advisors sold 91 Duke Energy shares in Q2 2026, an estimated $11.5K.
  • Duke Energy made up 0.04% of Bridgewater Advisors's portfolio in Q2 2026, its #230 holding.
  • Bridgewater Advisors first reported a position in Duke Energy in Q1 2025 and has held it in 6 quarters since.
  • Bridgewater Advisors's Duke Energy position peaked at $666K in Q2 2025.
  • 2,498 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.