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
2026
Q2 		$56M Buy
+442,098
New +$55.8M 0.23% 68
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

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

Ray Dalio's DUK Position: Q2 2026 in Review

Ray Dalio opened a new position in Duke Energy (DUK) in Q2 2026: 442,098 shares worth $56M. The stake represents 0.23% of the portfolio and ranks #68 among its holdings. This is a return to the name: Ray Dalio previously reported a position in DUK as recently as Q3 2025.

Ray Dalio first reported a position in DUK in Q1 2014 and has held it in 18 quarters since. 2,499 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Ray Dalio held 442,098 shares of Duke Energy worth $56M as of Q2 2026.
  • Duke Energy was a new Ray Dalio position in Q2 2026.
  • Duke Energy made up 0.23% of Ray Dalio's portfolio in Q2 2026, its #68 holding.
  • Ray Dalio first reported a position in Duke Energy in Q1 2014 and has held it in 18 quarters since.
  • 2,499 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.