DUK monthly performance report
Check DUK's monthly returns, drawdown, and seasonality trends — updated every month.
DUK monthly report
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Key takeaways
- Duke Energy (DUK) closed November 2026 at $129.16, up 1.39% for the month and +4.51% over the trailing 12 months.
- Year-to-date, DUK is +10.20%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +3.49% versus its 200-day moving average ($124.81), a bullish technical signal.
- Over the past three years, DUK has underperformed the S&P 500 by −22.95%, with a relative strength index reading of 86.6.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Duke Energy ended November 2026 at $129.16, posting a monthly return of +1.39%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +1.57%.
The current quarter stands at +13.29% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +3.49% versus the 200-day moving average ($124.81).
Year-to-date, DUK is +10.20% against SPY +10.62%, a gap of −0.43%. The stock is currently −3.96% below its 52-week high, with maximum 3-year drawdown at −15.16%.
| Period | DUK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.44% | −0.36% | +0.81% |
| 1 Week | +1.08% | +2.59% | −1.51% |
| 1 Month | +1.39% | −0.18% | +1.57% |
| 3 Months | +4.52% | −2.37% | +6.88% |
| 6 Months | +3.90% | +0.83% | +3.07% |
| YTD | +10.20% | +10.62% | −0.43% |
| 12 Months | +4.51% | +12.25% | −7.74% |
| 3 Years | +48.43% | +71.37% | −22.95% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2026 | +11.74% |
| #2 | Jul 2024 | +9.02% |
| #3 | Feb 2026 | +7.83% |
| #4 | May 2024 | +5.40% |
| #5 | Mar 2024 | +5.31% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −7.95% |
| #2 | Dec 2025 | −5.43% |
| #3 | May 2026 | −5.26% |
| #4 | Sep 2026 | −4.92% |
| #5 | Aug 2026 | −4.40% |
| Quarter | Return |
|---|---|
| Q3 2025 | +4.87% |
| Q4 2025 | −5.28% |
| Q1 2026 | +11.71% |
| Q2 2026 | −3.33% |
| Q3 2026 | −9.93% |
| Q4 2026 (QTD) | +13.29% |
| Year | Return |
|---|---|
| 2023 | −5.78% |
| 2024 | +11.03% |
| 2025 | +8.79% |
| 2026 | +10.20% |
| Metric | Value |
|---|---|
| 52-Week High | $134.49 (2026-03-17) |
| 52-Week Low | $112.40 (2026-09-29) |
| Current Price | $129.16 |
| 200-Day Moving Average | $124.81 |
| Price vs 200DMA | +3.49% |
| 3-Year Maximum Drawdown | −15.16% (2026-09-24) |
| Current Drawdown from 52W High | −3.96% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 86.6 |
| 3-Year Excess Return vs S&P 500 | −22.95% |
| RS Peak | 119.1 (Apr 2025) |
| RS Trough | 74.3 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DUK's return for this report period?
DUK returned +1.39% in the latest monthly window ending 2026-11-13.
Has DUK outperformed SPY year to date?
YTD DUK: +10.20% vs SPY: +10.62%.
What is DUK's 12-month return?
+4.51% over the trailing 12 months.
Is DUK above or below its 200-day moving average?
Price is +3.49% versus 200DMA ($124.81).
What is the maximum drawdown in the 3-year window?
−15.16% on 2026-09-24.