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 September 2026 at $117.76, down 1.79% for the month and −2.07% over the trailing 12 months.
- Year-to-date, DUK is +0.47%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading −5.15% versus its 200-day moving average ($124.16), a cautious technical signal.
- Over the past three years, DUK has underperformed the S&P 500 by −46.35%, with a relative strength index reading of 73.
- Win rate over the trailing 39 months stands at 61.5% — 24 positive months versus 15 negative months.
Duke Energy ended September 2026 at $117.76, posting a monthly return of −1.79%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −0.10%.
The current quarter stands at −6.97% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −5.15% versus the 200-day moving average ($124.16).
Year-to-date, DUK is +0.47% against SPY +10.58%, a gap of −10.11%. The stock is currently −12.44% below its 52-week high, with maximum 3-year drawdown at −12.42%.
| Period | DUK | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.01% | −0.44% | +0.43% |
| 1 Week | −2.22% | −1.10% | −1.12% |
| 1 Month | −1.79% | −1.69% | −0.10% |
| 3 Months | −5.77% | −0.10% | −5.67% |
| 6 Months | −9.44% | +13.21% | −22.65% |
| YTD | +0.47% | +10.58% | −10.11% |
| 12 Months | −2.07% | +14.25% | −16.32% |
| 3 Years | +23.72% | +70.07% | −46.35% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | +9.02% |
| #2 | Feb 2026 | +7.83% |
| #3 | May 2024 | +5.40% |
| #4 | Mar 2024 | +5.31% |
| #5 | Dec 2023 | +5.16% |
| Rank | Month | Return |
|---|---|---|
| #1 | Dec 2024 | −7.95% |
| #2 | Dec 2025 | −5.43% |
| #3 | May 2026 | −5.26% |
| #4 | Aug 2023 | −5.15% |
| #5 | Aug 2026 | −4.40% |
| Quarter | Return |
|---|---|
| Q2 2025 | −3.25% |
| Q3 2025 | +4.87% |
| Q4 2025 | −5.28% |
| Q1 2026 | +11.71% |
| Q2 2026 | −3.33% |
| Q3 2026 (QTD) | −6.97% |
| Year | Return |
|---|---|
| 2023 | −5.78% |
| 2024 | +11.03% |
| 2025 | +8.79% |
| 2026 | +0.47% |
| Metric | Value |
|---|---|
| 52-Week High | $134.49 (2026-03-17) |
| 52-Week Low | $113.90 (2025-12-10) |
| Current Price | $117.76 |
| 200-Day Moving Average | $124.16 |
| Price vs 200DMA | −5.15% |
| 3-Year Maximum Drawdown | −12.42% (2024-12-18) |
| Current Drawdown from 52W High | −12.44% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 73 |
| 3-Year Excess Return vs S&P 500 | −46.35% |
| RS Peak | 110 (Apr 2025) |
| RS Trough | 72.6 (Sep 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DUK's return for this report period?
DUK returned −1.79% in the latest monthly window ending 2026-09-16.
Has DUK outperformed SPY year to date?
YTD DUK: +0.47% vs SPY: +10.58%.
What is DUK's 12-month return?
−2.07% over the trailing 12 months.
Is DUK above or below its 200-day moving average?
Price is −5.15% versus 200DMA ($124.16).
What is the maximum drawdown in the 3-year window?
−12.42% on 2024-12-18.