DUK

Duke Energy Corporation (Holding Company)

  • sector: Utilities
  • in 3 Arithmos indices

Indices that include DUK 3/3

sort
weight≥ 0.0%
alongside
  1. #1

    Defensive US Core 20

    DUK · 7.14%LLYWMTUNHCOST+9 more

    Duke Energy — 3.5% dividend yield; Utilities.

    CAGR
    14.1%
    Sharpe
    0.84
    max DD
    -25.9%
  2. #2

    Recession-Resilient US Defensive 20 — Equal-Weighted

    DUK · 5.00%JNJABBVUNHMRK+15 more

    Major regulated electric and gas utility serving Southeast US; 52% gross margin, 10% ROE, and 3.4% dividend yield reflect stable utility FCF profile. Equal-weighted per user specification.

    CAGR
    8.6%
    Sharpe
    0.57
    max DD
    -26.3%
  3. #3

    Recession-Resilient US Defensive 20 — Equal-Weighted

    DUK · 5.00%PGKOPEPCL+15 more

    Large regulated utility with $98B market cap and 52% gross margin. Equal-weighted at 5%; essential electric and gas service to 8 million customers provides recession-proof cash generation.

    CAGR
    2.5%
    Sharpe
    0.20
    max DD
    -14.2%

Build your own index that includes DUK.

Write a plain-English prompt, get transparent rules and a 10-year backtest.

start a prompt →

Performance figures are simulated backtests, not live returns. Past performance does not predict future results. Arithmos is a research and data tool, not investment advice.

/home·/markets·/feed·/leaderboard·/sharpe·/blog·/pricing·/about·/vacancies·/contact·/links·/terms
⚠Investment research & data tool · not investment advice · not a regulated broker or advisor · past performance does not guarantee future results.