Company Dossier · Utilities
Duke Energy
- S&P 500
- S&P 100
- Russell 1000
What Duke Energy is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $32.5 billion, up 5.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to March 31, 2026: −$3.30 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to March 31, 2026: $15.0 billion, up 22% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2015: $1.50 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $11.9 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.85 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 26, 2026): 3 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $2.9 million on the open market.SEC Form 4
- 2,494 institutional managers reported a position at June 30, 2026 (+11 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 1.U.S. Department of Labor (OFLC)
Risk events (12 months): 3 — latest OSHA inspection, Sep 22, 2026 →
Company Posture
How Company Posture is measured →What Duke Energy is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings81st pct
- Deals and private raises48th pct
- Patent publications32nd pct
Confident ↔ Hedging
Mixed
- Call sentiment79th pct
- Call confidence77th pct
- Guidance changes43rd pct
- Risk factors added13th pct
- Insider open-market trades40th pct
- + Call sentiment
- − Risk factors added
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver74th pct
- Stress filings49th pct
Credit
How these are built →Duke Energy's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$90.2B
- Due within a year $9.8B
- Longer term $80.5B
- Default point $50.0B (short + ½ long)
Finance leases included · Mar 31, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Sep 8, 2025 | $1B | 4.950% | 2035 (10y) | +95bp | 4.992% |
| Sep 8, 2025 | $750M | 5.700% | 2055 (30y) | +103bp | 5.717% |
| Jun 5, 2024 | $750M | 5.450% | 2034 (10y) | +118bp | 5.467% |
| Jun 5, 2024 | $750M | 5.800% | 2054 (30y) | +140bp | 5.840% |
| Apr 9, 2024 | €750M | 3.750% | 2031 (7y) | +157bp | 3.869% |
| Jan 9, 2024 | $100M | 4.850% | 2029 (5y) | +95bp | 4.923% |
| Jan 9, 2024 | $50M | 4.850% | 2027 (3y) | +75bp | 4.884% |
| Jan 2, 2024 | $550M | 4.850% | 2029 (5y) | +95bp | 4.877% |
| Jan 2, 2024 | $550M | 4.850% | 2027 (3y) | +75bp | 4.854% |
From the pricing term sheets Duke Energy filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Duke Energy, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralDuke Energy Preferreds: Interest Rate Environment Suggests Caution
seekingalpha.com · via Marketaux · Oct 6, 2026
- NeutralDuke Energy (DUK) Maintains Quarterly Dividend Amid Mixed Financial Signals
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralDuke Energy wants to build a new gas plant. Regulators said not so fast.
Canary Media · Sep 21, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (CGCN GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 21, 2026LobbyingLobbying report (DUKE ENERGY CORPORATION)third_quarter 2026 · $2.2 million
- Oct 20, 2026LobbyingLobbying report (HOLLAND & HART LLP)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (THE DUBERSTEIN GROUP INC.)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MINDSET ADVOCACY, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BRACEWELL LLP)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (DUKE ENERGY CORPORATION)fourth_quarter 2025 · $2.0 million
- Oct 19, 2026LobbyingLobbying report (CAPITOL COUNSEL LLC)third_quarter 2026 · $0.1 million
- Sep 25, 20268-KDirector or officer changeItem 5.02
- Sep 22, 2026Risk event
- Jul 14, 2026Patent
- Jun 29, 2026Trademark
- May 13, 20268-KShareholder vote resultsItem 5.07
- Apr 23, 2026Risk event
- Apr 7, 2026Patent
- Apr 1, 20268-KAcquisition or sale completedItem 2.01
- Mar 16, 20268-KMaterial agreement signedItem 1.01
- Mar 6, 20268-KMaterial agreement signedItem 1.01
- Mar 3, 20268-KMaterial agreement signedItem 1.01
- Mar 3, 20268-KAcquisition or sale completedItem 2.01
- Feb 26, 202610-KAnnual report (10-K)3 risk factors added, 0 removed
- Jan 23, 2026Risk event
- Dec 12, 20258-KDirector or officer changeItem 5.02
- Nov 25, 2025Patent
- Sep 23, 2025Patent
- Sep 12, 20258-KDirector or officer changeItem 5.02
- Aug 19, 2025Patent
- Aug 12, 2025Risk event
- Aug 5, 20258-KMaterial agreement signedItem 1.01
- Jul 29, 20258-KMaterial agreement signedItem 1.01
- May 5, 20258-KDirector or officer changeItem 5.02
- May 5, 20258-KShareholder vote resultsItem 5.07
- Apr 8, 2025Risk event
- Mar 17, 20258-KMaterial agreement signedItem 1.01
- Feb 27, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 23, 2025Risk event
- Jan 13, 20258-KDirector or officer changeItem 5.02
- Jan 9, 2025Trademark
- Feb 23, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Southern Company SO | $30.2B | −$3.5B | Mar 31, 2026 |
| NextEra Energy NEE | $25.9B | — | Mar 31, 2026 |
| Exelon EXC | $24.8B | −$2.2B | Mar 31, 2026 |
| Constellation Energy CEG | $24.8B | $0.3B | Jun 30, 2026 |
| American Electric Power AEP | $22.0B | $2.6B | Mar 31, 2026 |
| Edison International EIX | $19.6B | −$0.6B | Mar 31, 2026 |
| Vistra Corp. VST | $19.0B | $2.3B | Jun 30, 2026 |
| FirstEnergy FE | $15.5B | −$1.7B | Mar 31, 2026 |