Ray Dalio
DUK icon

Ray Dalio’s Duke Energy DUK Stock Holding History

Ray Dalio’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
2025
Q4 		– Sell
-35,659
Closed -$4.41M – 1094
2025
Q3 		$4.41M Buy
+35,659
New +$4.33M 0.02% 520
2023
Q1 		– Sell
-182,331
Closed -$18.8M – 773
2022
Q4 		$18.8M Buy
182,331
+53,271
+41% +$5.11M 0.1% 161
2022
Q3 		$12M Sell
129,060
-213,277
-62% -$22.9M 0.06% 225
2022
Q2 		$36.7M Buy
342,337
+158,762
+86% +$17.5M 0.16% 130
2022
Q1 		$20.5M Buy
183,575
+169,982
+1,251% +$17.7M 0.08% 175
2021
Q4 		$1.43M Buy
+13,593
New +$1.38M 0.01% 510
2020
Q2 		– Sell
-5,491
Closed -$444K – 425
2020
Q1 		$444K Buy
+5,491
New +$504K 0.01% 296
2019
Q4 		– Sell
-78,390
Closed -$7.51M – 508
2019
Q3 		$7.51M Buy
78,390
+5,909
+8% +$538K 0.07% 111
2019
Q2 		$6.4M Buy
72,481
+54,752
+309% +$4.84M 0.05% 135
2019
Q1 		$1.6M Buy
+17,729
New +$1.56M 0.01% 224
2016
Q1 		– Sell
-16,376
Closed -$1.17M – 273
2015
Q4 		$1.17M Sell
16,376
-77,000
-82% -$5.41M 0.02% 213
2015
Q3 		$6.72M Sell
93,376
-90,800
-49% -$6.57M 0.09% 109
2015
Q2 		$13M Buy
184,176
+128,400
+230% +$9.7M 0.12% 30
2015
Q1 		$4.28M Buy
+55,776
New +$4.53M 0.03% 139
2014
Q4 		– Sell
-4,834
Closed -$361K – 362
2014
Q3 		$361K Sell
4,834
-111,700
-96% -$8.15M ﹤0.01% 311
2014
Q2 		$8.65M Buy
116,534
+98,500
+546% +$7.08M 0.06% 59
2014
Q1 		$1.28M Buy
+18,034
New +$1.26M 0.01% 219

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ray Dalio's DUK Position: Q4 2025 in Review

Ray Dalio sold out of Duke Energy (DUK) in Q4 2025, closing a stake of 35,659 shares — an estimated $4.41M sold.

Ray Dalio first reported a position in DUK in Q1 2014 and held it in 17 quarters. The position peaked at $36.7M in Q2 2022. 2,401 funds tracked by Wall St. Rank hold DUK as of Q4 2025.

  • Ray Dalio reported no remaining Duke Energy position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 35,659 Duke Energy shares in Q4 2025, an estimated $4.41M.
  • Ray Dalio first reported a position in Duke Energy in Q1 2014 and held it in 17 quarters.
  • Ray Dalio's Duke Energy position peaked at $36.7M in Q2 2022.
  • 2,401 funds tracked by Wall St. Rank held Duke Energy as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.