- The trend backdrop is active with a 23-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
DUK
NYSE
Week ended 31 Jul 2026
Weekly Investor Report
Duke Energy Corporation · Utilities · Utilities - Regulated Electric
Latest close
125.4 USD
-3.9%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is 0.3% above the Trend Line and sits at 64.7% of its 52-week range. The latest completed week returned -3.9%, after a -3.2% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is bullish with 42/100 conviction, while the latest news-sentiment score is 54/100. Near-term considerations: earnings are due in 2d.
Setup score
58
out of 100
Latest Close
125.4 USD
31 Jul 2026
1W Return
-3.9%
latest completed week
4W Return
-3.2%
short-term follow-through
12W Return
2.2%
quarterly tape
Trend Breadth
78.8%
41 of 52 weeks active
Volume Ratio
1.1x
vs 13-week average
- 2 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-3.9%
Latest completed week; four-week move -3.2%.
Indicator stack
88/60
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 58.46%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Bullish
42/100 conviction; expected move 3.9%.
News sentiment
54/100
54 relevant articles in the latest sentiment read.
Event risk
2d
Next report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 0.3% above the Trend Line and sits at 64.7% of its 52-week range. The latest completed week returned -3.9%, after a -3.2% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.1x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
6 Feb
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.4912-week average 0.55
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure2/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.49Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers
No recent accumulation markers. 2 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -3.2% over four weeks, 2.2% over 12 weeks, and 5.9% over one year. The current trend has remained active for 23 consecutive weeks.
Performance by holding period
Active trend streak23 weeks
Active weeks in one year41
Trend breadth78.8%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.03Latest activity-pressure read.
Pressure change115.5%Four-week change in activity pressure.
Leadership-6.00Latest relative-leadership reading.
RS change-84.5%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 26 Jul 2026
Financial statements through 31 Mar 2026
Field coverage 100%
Model confidence 96%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength77/100Blend of value, momentum, and quality. Underlying universe rank 24; rank 1 is best.
Value69/100Relative valuation strength. Underlying universe rank 32; rank 1 is best.
Quality78/100Profitability and accounting quality. Underlying universe rank 23; rank 1 is best.
Momentum35/100Medium-term price momentum. Underlying universe rank 66; rank 1 is best.
Growth79/100Revenue and earnings growth. Underlying universe rank 22; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework31/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 19.8x Price divided by trailing earnings.
- Price / sales
- 3.1x Market value relative to trailing revenue.
- EV / EBITDA
- 12.1x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 15.3% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 58.4% Gross profit retained from each unit of revenue.
- Operating margin
- 29.2% Operating profit retained from revenue.
- Free-cash-flow margin
- 89.0% Free cash flow generated from revenue.
- Return on invested capital
- 5.9% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 7.6% Latest one-year revenue growth.
- EPS growth
- 8.5% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 22.2% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 6/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 3.3% Cash dividends relative to market value.
- Buyback yield
- -0.0% Net share repurchases relative to market value.
- Shareholder yield
- 3.3% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 5.6x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningBullish
DUK shows bullish options pressure with a 42/100 conviction score, put-call volume ratio of 0.18, expected move of 3.9%, and Sharemaestro trend signal active.
Conviction42/100
Expected move3.9%
Put/call volume0.18
Insider activity17 / 3
17 acquisitions and 3 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment54/100
Weighted news tone is neutral across 54 relevant articles.
18 positive · 34 neutral · 2 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings2dNext report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
Options expected move3.9%Nearest-chain priced movement where available.
52-week drawdown-5.7%Distance below the 52-week high.
13-week volatility2.7%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
6 Feb
6 Mar
3 Apr
1 May
29 May
26 Jun
31 Jul
Weeks higher14 of 2612 weeks finished lower.
Best week+6.1%Week of 13 Feb.
Worst week-4.8%Week of 20 Mar.
Latest week-3.9%Week of 31 Jul.
Shape of recent returns
Strong gains2
Modest gains12
Flat weeks0
Modest losses11
Sharp losses1
Recent vol2.7%13-week weekly-return volatility.
Base vol2.3%52-week weekly-return volatility.
Up/down split29/23Count of positive and negative weeks in the 52-week window.
Average skew1.7% / -1.9%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Utilities
4-week rank56 / 100
Group average-3.1%
Trend breadth47.0%
Trend47.0%active weekly trend signals
MD38.0%positive activity pressure
RS14.0%positive relative leadership
Four-week leaders
IndustryUS Utilities - Regulated Electric
4-week rank17 / 43
Group average-3.2%
Trend breadth65.1%
Trend65.1%active weekly trend signals
MD37.2%positive activity pressure
RS11.6%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape62/100
Trend, activity pressure, participation, and risk combine to a 62/100 tape read.
Indicator analysis42/100Latest 12-week confirmation: trend 12/12, activity pressure 2/12, relative leadership 0/12.
Activity pressure 0.49; 2 reversal markers Next-Week ExpectancyPositive 58.46%Next-week expectancy is positive with a 58.46% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors65/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 69 SVQF31/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 695.0 of 1013 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options46/100DUK shows bullish options pressure with a 42/100 conviction score, put-call volume ratio of 0.18, expected move of 3.9%, and Sharemaestro trend signal active.
Bullish · Call-side pressure · Expected move 3.9% Sentiment54/100Weighted news tone is neutral across 54 relevant articles.
Duke Energy (DUK) Heads Into Earnings As Its Fair Value Debate Stays Open Insiders17 / 317 acquisitions and 3 disposals in the latest 180-day insider tape.
Earnings2dNext report is scheduled for 04 Aug 2026; event risk rises as the date approaches.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 31 Jul 2026 | 125.4 USD | -3.9% | 125.0 USD | 106.6 USD | 0.03 | -6.00 | 19.3M | On |
| 24 Jul 2026 | 130.5 USD | 4.4% | 124.7 USD | 106.3 USD | 0.02 | -1.37 | 18.1M | On |
| 17 Jul 2026 | 125.0 USD | -0.4% | 124.2 USD | 106.0 USD | -0.08 | -6.16 | 16.6M | On |
| 10 Jul 2026 | 125.5 USD | -3.2% | 123.8 USD | 105.8 USD | -0.10 | -7.42 | 18.4M | On |
| 3 Jul 2026 | 129.6 USD | 0.9% | 123.4 USD | 105.5 USD | -0.21 | -3.25 | 16.1M | On |
| 26 Jun 2026 | 128.4 USD | 3.7% | 122.9 USD | 105.2 USD | -0.40 | -2.16 | 20.3M | On |
| 19 Jun 2026 | 123.9 USD | -0.9% | 122.6 USD | 104.9 USD | -0.70 | -7.95 | 19.7M | On |
| 12 Jun 2026 | 125.0 USD | 0.9% | 122.5 USD | 104.6 USD | -0.78 | -6.50 | 14.7M | On |
| 5 Jun 2026 | 123.9 USD | 1.2% | 122.4 USD | 104.3 USD | -0.83 | -7.01 | 17.0M | On |
| 29 May 2026 | 122.4 USD | -2.3% | 122.2 USD | 104.0 USD | -0.80 | -10.61 | 13.0M | On |
| 22 May 2026 | 125.3 USD | 3.9% | 122.2 USD | 103.8 USD | -0.58 | -7.47 | 15.8M | On |
| 15 May 2026 | 120.6 USD | -1.7% | 122.1 USD | 103.5 USD | -0.43 | -10.43 | 15.3M | On |
| 8 May 2026 | 122.7 USD | -3.4% | 122.3 USD | 103.2 USD | -0.16 | -8.92 | 19.2M | On |
| 1 May 2026 | 127.1 USD | 1.0% | 122.3 USD | 103.0 USD | 0.10 | -3.85 | 13.2M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.