Check historical price trends and seasonality for Duke Energy (DUK).
Duke Energy (DUK) average YTD return over the past 10 years is +5.26%.
Over the past 10 years, the return for the specified period (Mar 15 for 60 days) is +3.40%.
7 wins 1 losses with a win rate of 87.50%.
1) Overview:
Duke Energy tends to exhibit a bullish trend throughout much of the year. From early February, the stock price tends to increase significantly, reaching a peak around August 9 with an average gain of 6.7%. Following this high, the stock experiences a period of consolidation, maintaining positive gains through the end of the year, culminating in a final push to +5.2% by December 31. However, there is a notable dip around March 1, showing an average decline of -1.6%.
2) Buy-the-dip points:
The most prominent dip appears around March 1, where the stock tends to decline by an average of -1.6%. This pullback could represent a buying opportunity, as the stock typically rebounds strongly throughout March and April. This rebound continues into the summer months, suggesting that any weakness in early March could be short-lived.
3) Summary:
Based on the 10-year average seasonality, a potential investment strategy could involve accumulating shares of Duke Energy around March 1, capitalizing on the temporary dip. The data suggests holding through the summer months, aiming to benefit from the strong upward trend culminating around August 9. Investors should be aware of the potential for consolidation after August, but the year-end rally into December 31 suggests continued positive momentum.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2024 | 2024-03-15 | 94.7100 | 2024-05-13 | 102.8900 | 8.1800 | 8.64 |
| 2023 | 2023-03-15 | 96.8300 | 2023-05-13 | 97.4500 | 0.6200 | 0.64 |
| 2022 | 2022-03-15 | 106.6900 | 2022-05-13 | 109.3000 | 2.6100 | 2.45 |
| 2021 | 2021-03-15 | 92.3300 | 2021-05-13 | 103.0000 | 10.6700 | 11.56 |
| 2019 | 2019-03-15 | 90.6500 | 2019-05-13 | 88.0500 | -2.6000 | -2.87 |
| 2018 | 2018-03-15 | 76.7400 | 2018-05-13 | 77.9100 | 1.1700 | 1.52 |
| 2017 | 2017-03-15 | 82.0000 | 2017-05-13 | 83.4800 | 1.4800 | 1.80 |
| 2016 | 2016-03-15 | 78.0500 | 2016-05-13 | 80.7700 | 2.7200 | 3.48 |
| Avg | 89.7500 | 92.8563 | 3.11 | 3.40 |
| Day \ Month | Jan Total +1.39% | Feb Total -2.63% | Mar Total +3.98% | Apr Total +1.65% | May Total -1.13% | Jun Total -0.23% | Jul Total +3.47% | Aug Total -0.64% | Sep Total -0.97% | Oct Total +1.78% | Nov Total +0.21% | Dec Total +0.18% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg -0.08% | 0.00% | -0.17% | -0.28% | -0.50% | -0.29% | +0.04% | +0.51% | +0.28% | -0.04% | +0.20% | -0.40% | -0.34% |
| 2 Avg +0.10% | -0.30% | -0.08% | +0.93% | +0.16% | -0.30% | +0.21% | +0.09% | +0.29% | +0.29% | -0.17% | +0.27% | -0.16% |
| 3 Avg +0.11% | +0.02% | +0.26% | +0.39% | -0.30% | 0.00% | +0.35% | +0.21% | -0.02% | +0.10% | +0.08% | +0.21% | +0.03% |
| 4 Avg +0.06% | -0.17% | -0.18% | +0.93% | -0.24% | +0.52% | -0.16% | 0.00% | +0.03% | +0.09% | +0.50% | -0.48% | -0.05% |
| 5 Avg +0.03% | -0.08% | +0.17% | +0.26% | +0.54% | +0.01% | +0.04% | +0.07% | -0.60% | +0.01% | -0.32% | +0.34% | -0.14% |
| 6 Avg +0.11% | +0.21% | -0.05% | -0.14% | +0.92% | -0.11% | -0.32% | -0.06% | +0.44% | +0.16% | -0.01% | -0.13% | +0.37% |
| 7 Avg +0.00% | -0.17% | +0.06% | +0.13% | -0.36% | +0.15% | +0.35% | -0.18% | +0.35% | +0.18% | -0.55% | -0.08% | +0.12% |
| 8 Avg +0.10% | +0.39% | -0.36% | +0.38% | +0.67% | -0.44% | -0.04% | +0.02% | +0.22% | +0.31% | +0.18% | -0.11% | -0.08% |
| 9 Avg -0.06% | -0.38% | -0.17% | -0.42% | +0.75% | -0.20% | -0.24% | -0.49% | +0.14% | -0.07% | +0.21% | +0.15% | -0.01% |
| 10 Avg +0.05% | -0.29% | -0.28% | +0.16% | -0.35% | +0.44% | 0.00% | +0.52% | -0.19% | -0.14% | +0.60% | +0.15% | +0.02% |
| 11 Avg -0.15% | -0.40% | -0.36% | -0.34% | 0.00% | -0.03% | -0.55% | +0.56% | -0.20% | +0.22% | -0.19% | -0.57% | +0.04% |
| 12 Avg -0.14% | +0.01% | +0.13% | -1.18% | +0.15% | -0.53% | +0.08% | +0.16% | 0.00% | +0.14% | -0.45% | -0.35% | +0.11% |
| 13 Avg +0.18% | +0.47% | +0.04% | +1.01% | -0.32% | -0.03% | -0.45% | +0.09% | +0.01% | -0.06% | +0.45% | +0.13% | +0.85% |
| 14 Avg +0.02% | +0.05% | -0.64% | +0.27% | +0.32% | -0.18% | +0.37% | +0.15% | -0.35% | +0.33% | -0.03% | +0.23% | -0.28% |
| 15 Avg +0.08% | +0.28% | -0.08% | +0.47% | -0.24% | +0.03% | +0.19% | +0.03% | -0.25% | -0.19% | +0.04% | +0.51% | +0.18% |
| 16 Avg -0.11% | +0.23% | +0.06% | -0.85% | -0.03% | -0.40% | -0.13% | +0.31% | +0.06% | -0.18% | +0.41% | -0.35% | -0.41% |
| 17 Avg +0.10% | -0.04% | -0.04% | +1.29% | +0.77% | -0.49% | -0.34% | +0.12% | +0.09% | -0.08% | +0.43% | -0.38% | -0.13% |
| 18 Avg -0.23% | -0.63% | +0.25% | -0.95% | +0.02% | +0.04% | -0.49% | -0.15% | +0.04% | -0.47% | +0.14% | -0.10% | -0.45% |
| 19 Avg -0.14% | -0.18% | -0.27% | -0.77% | +0.21% | -0.22% | -0.24% | -0.01% | +0.23% | -0.16% | +0.19% | -0.17% | -0.32% |
| 20 Avg -0.10% | -0.17% | +0.10% | -0.82% | -0.54% | +0.17% | 0.00% | -0.30% | -0.02% | +0.07% | -0.13% | +0.18% | +0.20% |
| 21 Avg +0.05% | +0.21% | +0.37% | -0.10% | -0.52% | -0.07% | +0.53% | +0.53% | -0.21% | -0.24% | +0.09% | +0.05% | -0.08% |
| 22 Avg +0.12% | +0.01% | +0.04% | -0.16% | +0.24% | +0.11% | -0.01% | +0.56% | -0.17% | +0.01% | +0.26% | +0.25% | +0.27% |
| 23 Avg -0.06% | +0.23% | +0.25% | -0.64% | -0.27% | +0.02% | +0.12% | -0.15% | -0.19% | -0.06% | -0.27% | +0.21% | +0.03% |
| 24 Avg +0.22% | -0.02% | -0.08% | +1.50% | +0.29% | +0.38% | +0.18% | -0.13% | +0.01% | +0.05% | +0.46% | +0.26% | -0.25% |
| 25 Avg +0.09% | +0.45% | +0.28% | +0.58% | +0.13% | -0.23% | -0.04% | -0.04% | -0.03% | -0.02% | -0.22% | +0.27% | 0.00% |
| 26 Avg -0.04% | +0.03% | -0.81% | +1.05% | -0.24% | +0.11% | -0.13% | +0.32% | -0.47% | -0.70% | +0.04% | +0.31% | +0.01% |
| 27 Avg 0.00% | +0.26% | -0.70% | +0.23% | +0.41% | +0.10% | +0.38% | -0.22% | -0.10% | -0.45% | -0.19% | +0.04% | +0.23% |
| 28 Avg +0.01% | +0.14% | -0.37% | +0.21% | +0.16% | -0.18% | -0.28% | +0.28% | -0.07% | +0.10% | -0.18% | +0.18% | +0.14% |
| 29 Avg +0.07% | +0.31% | - | +0.56% | -0.17% | -0.06% | -0.12% | +0.50% | +0.28% | -0.58% | -0.11% | -0.05% | +0.25% |
| 30 Avg +0.12% | +0.32% | - | +0.25% | 0.00% | +0.26% | +0.46% | +0.05% | -0.15% | +0.40% | +0.18% | -0.36% | -0.12% |
| 31 Avg +0.17% | +0.63% | - | +0.02% | - | +0.30% | - | +0.10% | -0.12% | - | +0.14% | - | +0.15% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
