Relative Intelligence · Electric Utilities

How Duke Energy Corporation Units 1.08.29 (DUKU) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on DUKU alone. It places DUKU (Duke Energy Corporation Units 1.08.29) against 20+ popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken and diversification. The result is a clearer view of where DUKU stands in the market, and of the alternatives worth a closer look.

Period covered: DUKU's full trading record. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

DUKU began trading in August 2026, so it has less than a year of history. This page compares it over the periods it has, so it may be missing long-term perspectives that will appear as its record grows.

Rank the market against DUKU →Chart DUKU vs. 25 alternatives →

On this page3 sections

Key findings

Right nowBoth DUKU and the S&P 500 are within a few percent of a record high. At a glance ↓
Stock or market?DUKU rose 0.2% over the past month, 2.8 points behind the electric utilities ETF XLU (State Street Utilities Select Sector SPDR ETF), which rose 3.0%. The S&P 500 fell 0.6%. Its electric utility peers did not move as one over the past month: SO (Southern) rose 6.1%, while ES (Eversource Energy) fell 2.2%.

DUKU at a glance

This section summarizes the key facts about the stock, its returns over the months since it began trading and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

Note: DUKU began trading on August 11, 2026, so every figure here, including its worst decline, covers only the time since then. None of them reflect the dot-com bust, the 2008 financial crisis or eight other sell-offs.

DUKU's deepest decline since it began trading in 2026 was 6.3%, from August to September 2026. It has not yet climbed back to that peak.
DUKU is trading within 1% of its all-time high.

The company

Market value: $39B
Industry: Regulated Electric
Price history from: August 2026

Returns

Past 1 month: +0.2%total return

Risk

Worst decline ever: −6.3%Aug 2026 to Sep 2026
From its all-time high: At its highwithin 1%

DUKU against its popular alternatives

The investments people most often weigh against DUKU, compared period by period and year by year.

Has DUKU consistently beaten its popular alternatives?

This section compares DUKU with the investments people most often weigh against it, checking each one over one periods from one month to one month. Counting how often an alternative earned more than DUKU helps separate lasting outperformance from a single strong stretch.

20 of the 25 popular alternatives, led by PNW, ED and XEL, outperformed DUKU in its only timeframe.

A green cell means the alternative earned more than DUKU over that period. "Qualified" marks those that did so in its only period.

Investment	Periods outperformed	Short term	Risk	Fund
Investment	Periods outperformed	1M	Worst declinepast 10 years	Expense	Assets	Overlapsame sectors
DUKU Duke Energy Corporation Units 1.08.29 (this page)	—	+0.2%	—	—	$39B	—
PNW QualifiedPinnacle West Capital Corporation	1/1 short	+10.3%	−39.3%	—	$12B	—
ED QualifiedConsolidated Edison, Inc.	1/1 short	+7.8%	−30.9%	—	$41B	—
XEL QualifiedXcel Energy Inc.	1/1 short	+6.7%	−34.4%	—	$48B	—
SO QualifiedThe Southern Company	1/1 short	+6.1%	−38.4%	—	$104B	—
AEP QualifiedAmerican Electric Power Company, Inc.	1/1 short	+6.0%	−32.9%	—	$69B	—
CNP QualifiedCenterPoint Energy, Inc.	1/1 short	+5.9%	−59.8%	—	$27B	—
CMS QualifiedCMS Energy Corporation	1/1 short	+5.8%	−29.6%	—	$21B	—
WEC QualifiedWEC Energy Group, Inc.	1/1 short	+5.1%	−32.3%	—	$35B	—
LNT QualifiedAlliant Energy Corporation	1/1 short	+5.1%	−33.5%	—	$18B	—
PPL QualifiedPPL Corporation	1/1 short	+4.7%	−48.7%	—	$26B	—
EIX QualifiedEdison International	1/1 short	+4.6%	−43.9%	—	$22B	—
EVRG QualifiedEvergy, Inc.	1/1 short	+4.5%	−38.8%	—	$19B	—
AEE QualifiedAmeren Corporation	1/1 short	+4.3%	−29.1%	—	$29B	—
DUK QualifiedDuke Energy Corporation	1/1 short	+3.9%	−37.4%	—	$95B	—
ETR QualifiedEntergy Corporation	1/1 short	+3.5%	−42.0%	—	$50B	—
VPU QualifiedVanguard Utilities ETF	1/1 short	+2.8%	−36.4%	0.09%	$9.5B	—
DTE QualifiedDTE Energy Company	1/1 short	+2.5%	−42.4%	—	$27B	—
EXC QualifiedExelon Corporation	1/1 short	+2.5%	−40.0%	—	$44B	—
PEG QualifiedPublic Service Enterprise Group Incorporated	1/1 short	+2.2%	−40.8%	—	$35B	—
FE QualifiedFirstEnergy Corp.	1/1 short	+1.7%	−47.7%	—	$26B	—
D Regulated ElectricDominion Energy, Inc.	0/1 short	0.0%	−52.2%	—	$55B	—
AGG BondsiShares Core U.S. Aggregate Bond ETF	0/1 short	−0.6%	−18.4%	0.03%	$139B	—
NEE Regulated ElectricNextEra Energy, Inc.	0/1 short	−1.0%	−45.0%	—	$165B	—
ES Regulated ElectricEversource Energy	0/1 short	−2.2%	−41.7%	—	$25B	—
PFF Dividend & IncomeiShares Preferred and Income Securities ETF	0/1 short	−3.9%	−34.1%	0.45%	$12B	—

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Risk and diversification

How DUKU has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were DUKU's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents DUKU's deepest drawdown since it began trading in 2026, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Note: DUKU began trading on August 11, 2026, so this list cannot include the dot-com bust, the 2008 financial crisis or eight other sell-offs.

Green means DUKU fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

During	DUKU fell	S&P 500, same dates	Peak	Low	Time to the low	Back at the peak	Time to recover
No named crash	−6.3%	+0.5%	Aug 2026	Sep 2026	1 month	Not yet	—

Common questions

What was DUKU's worst drawdown?

DUKU's deepest decline since it began trading in 2026 was 6.3%, from August to September 2026. It has not yet climbed back to that peak. Because DUKU launched in August 2026, that record does not include the dot-com bust, the 2008 financial crisis or eight other sell-offs.

What are the best alternatives to DUKU?

Of the 25 popular alternatives we compared, 20 outperformed DUKU in its only timeframe, with dividends reinvested: PNW, ED and XEL.

How we measure

Short-term periods are 1M. An investment outperformed in a period when its total return, with dividends reinvested, was higher than DUKU's. Returns within 0.5 points or 3% of DUKU's, whichever is larger, count as a tie.
"Qualified" means outperforming in its only period. "All-weather" means outperforming in every long-term period and all but one short-term period.
Popular alternatives are the funds and stocks most often compared with this one. We include only those that trade today, are not leveraged or inverse, and hold at least $200 million.
A decline, or drawdown, runs from a peak to the lowest close before the next high. The worst decline ever uses all the price history we have; comparisons between funds use the past 10 years so that younger funds are judged on the same stretch.
Sector overlap is the share of assets two funds hold in the same sectors. Correlation and the mixed-portfolio figures use monthly returns.
Figures are computed from daily adjusted prices and update after each trading day. Past performance does not predict future results.