---
title: "DUK Duke Energy"
canonical: "https://supercyclehq.com/stock/duke-energy"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "DUK"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Duke Energy (DUK)

Duke Energy is one of the largest regulated electric utilities in the US, serving millions of customers across the Carolinas, Florida, Indiana, Ohio, and Kentucky, plus natural gas customers in several states.

## AI Exposure Score

**26/100, Peripheral.** Duke has signed agreements with Amazon, Google, Microsoft, and Nucor to accelerate carbon-free generation for data center load in the Carolinas, where its interconnection queue includes large hyperscaler campuses. The thesis depends on regulated rate-base growth across a very large utility base, with AI-linked demand still a small share of revenue.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $128.38 |
| Change 1d | +0.78% |
| Change 7d | +3.17% |
| Change 30d | +12.49% |
| Change 1y | +7.45% |
| 52-week high | $131.16 |
| 52-week low | $111.09 |
| Market cap | $100.1B |
| P/E | 19.33 |
| EPS | $6.64 |
| Next earnings | 2026-11-05 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Utilities |
| Headquarters | Charlotte, NC |
| CEO | Harry K. Sideris |
| Employees | 26,441 |
| Website | https://www.duke-energy.com |
| Buildout layers | [Utilities & Grid](https://supercyclehq.com/category/utilities-grid) |

## What the company does

Duke Energy is one of the largest regulated electric utilities in the US, serving millions of customers across the Carolinas, Florida, Indiana, Ohio, and Kentucky, plus natural gas customers in several states. It earns revenue through rates set by state regulators, tied to the capital it invests in generation and grid infrastructure.

AI enters the picture through data center load growth. Duke signed agreements with Amazon, Google, Microsoft, and steelmaker Nucor to help accelerate carbon-free generation in the Carolinas, and its interconnection queue includes large hyperscaler campuses. That demand is pushing up its long-term capital plan for new generation and transmission.

Founded in 1904 and headquartered in Charlotte, North Carolina, Duke employs about 26,441 people and trades on the NYSE.

## Role in the AI buildout

Duke Energy sits in the Utilities & Grid layer of the AI buildout. Hyperscalers siting AI campuses in the Carolinas need new generation and grid capacity, and Duke is the utility that must build it. Its agreements with Amazon, Google, Microsoft, and Nucor mark one of the first coordinated attempts to match data center load with new carbon-free supply. The exposure is genuine but sits inside a very large regulated base, so Supercycle scores it in the Peripheral band.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $56.0M | 0.23% | new | 2026-06-30 |

## FAQ

### What does Duke Energy do?

Duke Energy generates, transmits, and distributes electricity to customers in the Carolinas, Florida, Indiana, Ohio, and Kentucky, and distributes natural gas in several states. As a regulated utility, it earns returns on infrastructure investment through rates approved by state commissions.

### How is Duke Energy exposed to AI?

Data center growth in the Carolinas is driving new load, and Duke has signed agreements with Amazon, Google, Microsoft, and Nucor to accelerate carbon-free generation for that demand. Supercycle rates it Peripheral with an AI Exposure Score of 26 out of 100.

### What is driving Duke Energy's growth plan?

Rising electricity demand from data centers, manufacturing, and electrification is pushing Duke to expand generation and grid investment across its territories. Because it is regulated, that capital spending grows the rate base that determines its earnings.

### Who leads Duke Energy?

Harry Sideris serves as CEO. The company traces its roots to 1904, is headquartered in Charlotte, North Carolina, and employs about 26,441 people. It trades on the NYSE under the ticker DUK.

### Is DUK a pure play AI stock?

No. Duke is a diversified regulated utility, and AI-linked load remains a small share of its business. Supercycle places it in the Peripheral tier: data centers strengthen the growth story without changing the business model.

---

Source: https://supercyclehq.com/stock/duke-energy. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.