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Duke Energy DUK

equity

Price History

$12.75$52.15$91.54$130.94
1985-01 · DCA start$12.75

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-71.1%-47.4%-23.7%0.0%
1985-012026-08 · -5.7%

Worst drawdown: −71%, peaking Apr 2001 and bottoming Feb 2003 — 162 months below the prior high before recovering.

DCA Backtest

Invested
$50,000
Value today
$144,207
Return
+188.4%
Months invested
500

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +58.6%.

Lump sum instead — $50,000 all at once in Jan 1985: $484,355 (+868.7%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Mar 2026): $586.26 on $600 invested (-2.3%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1985-01: +188.4%

About Duke Energy

Duke Energy Corporation is an American electric power and natural gas holding company headquartered in Charlotte, North Carolina. The company serves over 7 million customers in the eastern United States. In 2024, it ranked as the 141st largest company in the United States, its highest-ever placement on the Fortune 500 list. (Wikipedia)

It's a listed company categorised under utilities and electric utilities, with a market cap of about $96.3B.

It rates Medium-High Risk at 2.6/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: earnings quality (4.0/5) and leverage / financial (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.6/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)1/512.8
  • Max drawdown from ATH4/571.1
  • Beta vs S&P 5001/50.34
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5449.0m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/51.6
  • Interest coverage (EBIT / interest)3/52.4
Earnings Quality4.0/5 · weight 15%
  • 3yr EPS volatility4/535.9
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.