The first Duke Energy trade was made in Q1 2014.
Since then Ray Dalio bought shares eleven more times and sold shares on nine occasions. The investor sold all their shares in Q1 2023 and doesn't own any shares in Duke Energy anymore.
Avg closing price
Price range
Sold -182k shares
Q1 2023
Avg closing price
$98.79
Price range
$91.55
-
$105.66
Increased shares by 41.3% (+53.3k shares)
Q4 2022
Avg closing price
$95.99
Price range
$85.97
-
$103.84
Sold 62.3% shares (-213k shares)
Q3 2022
Avg closing price
$107.40
Price range
$93.02
-
$113.24
Increased shares by 86.5% (+159k shares)
Q2 2022
Avg closing price
$109.96
Price range
$97.82
-
$115.43
Increased shares by 1250.5% (+170k shares)
Q1 2022
Avg closing price
$103.86
Price range
$97.04
-
$111.66
New holding (+13.6k shares)
Q4 2021
Avg closing price
$101.39
Price range
$96.62
-
$104.90
Sold -5.49k shares
Q2 2020
Avg closing price
$84.50
Price range
$76.02
-
$91.91
New holding (+5.49k shares)
Q1 2020
Avg closing price
$91.85
Price range
$64.15
-
$102.43
Sold -78.4k shares
Q4 2019
Avg closing price
$91.68
Price range
$86.66
-
$97.17
Increased shares by 8.2% (+5.91k shares)
Q3 2019
Avg closing price
$91.00
Price range
$86.49
-
$96.28
Increased shares by 308.8% (+54.8k shares)
Q2 2019
Avg closing price
$88.39
Price range
$85.53
-
$91.12
New holding (+17.7k shares)
Q1 2019
Avg closing price
$88.17
Price range
$83.66
-
$91.53
Sold -16.4k shares
Q1 2016
Avg closing price
$75.68
Price range
$71.04
-
$80.68
Sold 82.5% shares (-77k shares)
Q4 2015
Avg closing price
$70.31
Price range
$65.83
-
$75.06
Sold 49.3% shares (-90.8k shares)
Q3 2015
Avg closing price
$72.41
Price range
$67.74
-
$77.21
Increased shares by 230.2% (+128k shares)
Q2 2015
Avg closing price
$75.57
Price range
$70.62
-
$79.41
New holding (+55.8k shares)
Q1 2015
Avg closing price
$81.17
Price range
$74.28
-
$89.36
Sold -4.83k shares
Q4 2014
Avg closing price
$80.61
Price range
$74.99
-
$86.83
Sold 95.9% shares (-112k shares)
Q3 2014
Avg closing price
$72.98
Price range
$69.84
-
$74.90
Increased shares by 546.2% (+98.5k shares)
Q2 2014