DUK monthly performance report
Monthly DUK research: returns, drawdown, relative strength, seasonality, and key stats.
DUK monthly report
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Key takeaways
- Duke Energy (DUK) closed August 2026 at $120.84, down 3.66% for the month and −2.30% over the trailing 12 months.
- Year-to-date, DUK is +3.10%, underperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading −2.88% versus its 200-day moving average ($124.42), a cautious technical signal.
- Over the past three years, DUK has underperformed the S&P 500 by −41.86%, with a relative strength index reading of 77.1.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Duke Energy ended August 2026 at $120.84, posting a monthly return of −3.66%. The S&P 500 returned +3.22% over the same window, leaving relative performance at −6.88%.
The current quarter stands at −3.05% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −2.88% versus the 200-day moving average ($124.42).
Year-to-date, DUK is +3.10% against SPY +13.08%, a gap of −9.98%. The stock is currently −10.15% below its 52-week high, with maximum 3-year drawdown at −12.42%.
| Period | DUK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.86% | +0.66% | −1.52% |
| 1 Week | −1.51% | +1.11% | −2.62% |
| 1 Month | −3.66% | +3.22% | −6.88% |
| 3 Months | −3.84% | +3.41% | −7.26% |
| 6 Months | −6.27% | +11.25% | −17.52% |
| YTD | +3.10% | +13.08% | −9.98% |
| 12 Months | −2.30% | +19.25% | −21.55% |
| 3 Years | +33.41% | +75.26% | −41.86% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | +8.48% |
| #2 | Feb 2026 | +7.73% |
| #3 | May 2024 | +5.74% |
| #4 | Mar 2024 | +5.41% |
| #5 | Dec 2023 | +5.25% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −7.95% |
| #2 | May 2026 | −5.18% |
| #3 | Aug 2023 | −5.11% |
| #4 | Dec 2025 | −4.87% |
| #5 | Feb 2024 | −3.69% |
| Quarter | Return |
|---|---|
| Q2 2025 | −2.55% |
| Q3 2025 | +3.79% |
| Q4 2025 | −4.25% |
| Q1 2026 | +11.51% |
| Q2 2026 | −1.82% |
| Q3 2026 (QTD) | −3.05% |
| Year | Return |
|---|---|
| 2023 | −4.25% |
| 2024 | +12.72% |
| 2025 | +9.06% |
| 2026 | +6.14% |
| Metric | Value |
|---|---|
| 52-Week High | $134.49 (2026-03-17) |
| 52-Week Low | $113.90 (2025-12-10) |
| Current Price | $120.84 |
| 200-Day Moving Average | $124.42 |
| Price vs 200DMA | −2.88% |
| 3-Year Maximum Drawdown | −12.42% (2024-12-18) |
| Current Drawdown from 52W High | −10.15% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 77.1 |
| 3-Year Excess Return vs S&P 500 | −41.86% |
| RS Peak | 115.8 (Apr 2025) |
| RS Trough | 77 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DUK's return for this report period?
DUK returned −3.66% in the latest monthly window ending 2026-08-27.
Has DUK outperformed SPY year to date?
YTD DUK: +3.10% vs SPY: +13.08%.
What is DUK's 12-month return?
−2.30% over the trailing 12 months.
Is DUK above or below its 200-day moving average?
Price is −2.88% versus 200DMA ($124.42).
What is the maximum drawdown in the 3-year window?
−12.42% on 2024-12-18.