DUK
Duke Energy CorporationEvidence as of 2026-09-26The desk's Snapshot
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Overview · Duke Energy Corporation
Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. It operates through two segments, Electric Utilities and Infrastructure (EU&I) and Gas Utilities and Infrastructure (GU&I). The EU&I segment generates, transmits, distributes, and sells electricity in the Carolinas, Florida, and the Midwest; and uses coal, hydroelectric, natural gas, oil, solar and wind source…
Management team
- Mr. Oscar Suris · Senior VP & Chief Communications OfficerFind on LinkedIn
- Ms. Amy Hunter · VP of Corporate Audit Services & Chief Compliance OfficerFind on LinkedIn
- Ms. Bonnie T. Titone · Senior VP & Chief Administrative OfficerFind on LinkedIn
- Mr. Harry K. Sideris · PresidentFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
+0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The evidence balance is constructive (+0.4 of a possible +2; was +0.4 before debate) with high confidence. Earnings and operating performance in the comparable fiscal Q1 periods improved: net income rose from $1,379,000,000 (Q1 2025, fiscal quarter ended 2025-04-30) to $1,550,000,000 (Q1 2026, fiscal quarter ended 2026-04-30), and operating income rose from $2,343,000,000 to $2,725,000,000 over the same periods. Diluted EPS increased from $1.76 (Q1 2025) to $1.97 (Q1 2026) while shares outstanding edged higher to 779,596,217 as of 2026-04-30 from 776,461,008 as of 2025-01-31.
The balance sheet shows growth in total assets to $198,048,000,000 as of 2026-03-31 from $186,343,000,000 as of 2024-12-31 and an increase in stockholders' equity to $54,457,000,000 as of 2026-03-31. Long-term debt noncurrent rose to $80,477,000,000 as of 2026-03-31 from $76,340,000,000 as of 2024-12-31, and cash and cash equivalents swung materially quarter to quarter, reaching $2,140,000,000 as of 2026-03-31. Market-value metrics show a market price of $113.35 on 2026-09-25, market capitalization of $88,367,231,197, trailing EPS of $6.79 (P/E TTM 16.69), TTM operating cash flow of $7,646,000,000 and negative trailing twelve‑month free cash flow of $-5,944,000,000 with FCF per share of -$7.6303.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Shares outstanding edged higher to 779,596,217 as of 2026-04-30 from 776,461,008 as of 2025-01-31, with intermediate readings of 777,257,107 (as of 2025-04-30), 777,624,467 (as of 2025-07-31) and 777,661,224 (as of 2025-10-31).
XBRL companyfacts · 0001326160-26-000026Net income for the comparable fiscal Q1 periods rose from $1,379,000,000 (Q1 2025, 2025-01-01 to 2025-03-31) to $1,550,000,000 (Q1 2026, 2026-01-01 to 2026-03-31).
XBRL companyfacts · 0001326160-26-000026Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
A Form 10-K was filed on 2026-02-26 covering the fiscal year ended 2025 and is available under the 10-K filed 26 February 2026.
10-K filed 2026-02-26A Form 10-K was filed on 2025-02-27 covering the fiscal year ended 2024 and is available under the 10-K filed 27 February 2025.
10-K filed 2025-02-27Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Reported institutional holdings total $69.31B as of 2026-06-30 (13F data carries a reporting lag).
13F holdings · 2492 filers · as of 2026-06-30BlackRock, Inc. is listed as a top holder with a reported value of $8.93B as of 2026-06-30.
13F holdings · 2492 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A simplywall.st headline on 25 September 2026 said Duke Energy's stock could be about 12% overvalued while noting a 42.9% share price gain over the past three years.
News · simplywall.st · 2026-09-25A PR Newswire announcement on 25 September 2026 said the Duke Energy Foundation is awarding $100,000 to three nonprofit organizations supporting leadership development, career readiness and entrepreneurship in Florida.
News · prnewswire.com · 2026-09-25Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Market price was $113.35 on 2026-09-25 and the reported market capitalization was $88,367,231,197.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month free cash flow (FCF) was negative $5,944,000,000 while operating cash flow (TTM) was $7,646,000,000 and capital expenditures (TTM) were $13,590,000,000, producing FCF per share of -$7.6303.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows improving core profitability and shareholder value metrics: Q1 2026 net income, operating income, and diluted EPS all rose versus Q1 2025 (fundamentals-1, fundamentals-2, fundamentals-3). Balance sheet measures also expanded over the multi-quarter window, with total assets and stockholders' equity increasing (fundamentals-5), while institutional ownership is sizable and diversified, including major index managers and ETF inclusion (ownership-0 through ownership-4), which supports broad market participation. Valuation multiples shown (P/E TTM 16.69 and EV/EBITDA 11.06 — valuation-2 and valuation-3) provide context that earnings-based and enterprise multiples are within conventional ranges for capital-intensive utilities, offsetting sole reliance on a negative trailing FCF figure. In rebuttal to concerns about rising long-term debt and negative FCF (fundamentals-4, valuation-1, valuation-4), the filings indicate growing equity and assets alongside quarter-to-quarter cash variability that culminated in a materially higher cash balance as of 2026-03-31 (fundamentals-6, fundamentals-5); combined with strong reported operating cash flow (valuation-1 shows OCF TTM $7.646B), these items mitigate a narrow reading that focuses only on FCF or gross debt levels.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.37
29 surviving claims rest on 12 distinct sources; the heaviest analyst carries 24% of them, and 100% of what the desk raised survived the debate.
The surviving set is moderately robust: 29 claims draw on a dozen distinct sources, which supports cross-checking, but one analyst accounts for nearly a quarter of the claims and everything your desk flagged survived the internal debate — a pattern that can reflect confirmation bias. Taken together, these factors suggest the read is informative but should be weighted cautiously; source concentration and unanimous survival reduce the independent corroboration available to bear definitive weight.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
14 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.4 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on DUK Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.