DUK monthly performance report
Monthly DUK research: returns, drawdown, relative strength, seasonality, and key stats.
DUK monthly report
—
Key takeaways
- Duke Energy (DUK) closed August 2026 at $123.34, down 1.67% for the month and −0.53% over the trailing 12 months.
- Year-to-date, DUK is +5.23%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −1.08% versus its 200-day moving average ($124.69), a cautious technical signal.
- Over the past three years, DUK has underperformed the S&P 500 by −34.41%, with a relative strength index reading of 80.5.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Duke Energy ended August 2026 at $123.34, posting a monthly return of −1.67%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −4.71%.
The current quarter stands at −1.04% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −1.08% versus the 200-day moving average ($124.69).
Year-to-date, DUK is +5.23% against SPY +12.89%, a gap of −7.66%. The stock is currently −8.29% below its 52-week high, with maximum 3-year drawdown at −12.42%.
| Period | DUK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.75% | −0.20% | −0.55% |
| 1 Week | −4.57% | +3.90% | −8.47% |
| 1 Month | −1.67% | +3.05% | −4.71% |
| 3 Months | −4.79% | +7.11% | −11.91% |
| 6 Months |