DUK Duke EnergycompanySEC Filings & Insider Trading Activity 2026
Latest Duke Energy (DUK) SEC EDGAR filings in 2026, including the most recent 10-K annual report filed on February 26, 2026, a 10-Q quarterly report filed on May 5, 2026, an 8-K current report filed on August 5, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Duke Energy (DUK) (SEC CIK 1326160), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Regulated electric (~8.7M customers, 6 states) and gas (~1.8M customers) utility serving Southeast/Midwest; earns regulated return on invested capital
- • $6B investment agreement signed Aug 2025 with Brookfield Super-Core Infrastructure Partners for anticipated 19.7% indirect stake in Duke Energy Florida
- • Piedmont Tennessee natural gas business sold to Spire Inc. (July 2025 agreement), reclassified as held for sale; ~205,000 customers to be divested
- • Nuclear NDTF investments grew to $12.9B (from $11.4B in 2024); Oconee received subsequent 20-year NRC license renewal through 2054 in March 2025
- • New CEO Harry Sideris took office April 2025; multiple C-suite reshuffles across 5+ executive roles during 2025
Management Discussion & Analysis
- • EU&I revenue $29.4B (+$1.3B YoY); GU&I revenue $3.0B (+$613M); total driven by rate cases, storm recovery, and volume growth
- • GAAP EPS $6.31 vs $5.71; adjusted EPS $6.31 vs $5.90; EU&I segment income $5.34B vs $4.77B; EU&I ETR 13.7% vs 14.4%
- • Best segment EU&I: segment income +$567M YoY; worst GU&I: ETR rose 20.7% vs 17.9%, higher O&M dragged earnings
- • Operating cash flow ~flat at $12.33B; capex $14.0B (+$1.74B YoY); dividends paid $3.3B; ~2% annual dividend increase; no buybacks disclosed
- • Forward plan: $17.75B–$21.2B annual capex 2026–2028; $9B debt issuance planned 2026; $10B equity 2027–2030; key risks include tariff/supply chain disruption and GU&I goodwill impairment sensitivity
Risk Factors
- • EPA April 2024 rules impose stringent GHG limits on coal/gas plants and new CCR groundwater monitoring requirements under 2024 CCR Rule
- • Supply chain exposed to rare earth export controls and tariff-driven cost inflation delaying critical grid equipment procurement
- • Nuclear relicensing risk: NRC approval needed for 11 reactors at 6 stations, extending operations to midcentury for net-zero 2050 goal
- • Duke holding company structure: entirely dependent on subsidiary cash flows; subsidiaries face regulatory restrictions before upstreaming funds
- • IRA/OBBBA nuclear production tax credits at risk of elimination, threatening cost-reduction benefits passed through to customers
Go deeper on Duke Energy
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Annual Reports Archive10-K
AI-powered analysis of Duke Energy (DUK) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Duke Energy (DUK) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Duke Energy (DUK) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $30.1B | $31.7B |
| Operating Income | $7.1B | $7.9B | $8.6B |
| Net Income | $2.8B | $4.5B | $5.0B |
| Op. Margin | - | 26.4% | 27.2% |
| Net Margin | - | 15.1% | 15.7% |
| Balance Sheet | |||
| Total Assets | - | $186.3B | $195.7B |
| Equity | - | $50.1B | $51.8B |
| ROE | - | 9.0% | 9.6% |
| Per Share | |||
| EPS | - | $5.71 | $6.31 |
| Cash Flow | |||
| Operating CF | $9.9B | $12.3B | $12.3B |
| CapEx | $12.6B | $12.3B | $14.0B |
Source: XBRL financial data from Duke Energy (DUK) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Aug 5, 2026 | - | - | - |
8-K | Aug 4, 2026 | - | - | - |
8-K | Jul 17, 2026 | - | - | - |
8-K | Jul 6, 2026 | - | - | - |
8-K | May 13, 2026 | - | - | |
8-K | May 5, 2026 | - | - | - |
10-Q | May 5, 2026 | Mar 31, 2026 | - | |
8-K | Apr 1, 2026 | - | - | - |
8-K | Mar 16, 2026 | - | Analysis | - |
8-K | Mar 12, 2026 | - | Analysis | - |
8-K | Mar 10, 2026 | - | Analysis | - |
8-K | Mar 9, 2026 | - | Analysis | - |
8-K | Mar 6, 2026 | - | Analysis | - |
8-K | Mar 3, 2026 | - | Analysis | - |
10-K | Feb 26, 2026 | Dec 31, 2025 | Analysis | |
8-K | Feb 18, 2026 | - | - | |
8-K | Feb 10, 2026 | - | - | |
8-K | Dec 12, 2025 | - | - | |
10-Q | Nov 7, 2025 | Sep 30, 2025 | Analysis | |
10-Q | Aug 5, 2025 | Jun 30, 2025 | Analysis | |
10-Q | May 6, 2025 | Mar 31, 2025 | Analysis | |
10-K | Feb 27, 2025 | Dec 31, 2024 | Analysis | |
10-Q | Nov 7, 2024 | Sep 30, 2024 | - | |
10-Q | Aug 6, 2024 | Jun 30, 2024 | - | |
10-Q | May 7, 2024 | Mar 31, 2024 | - |
13F Fund Holdings: Quarterly Trend
Latest: Q1 2026Aggregate DUK share value held by 13F filers tracked by SignalX, by quarter.
- Goldman Sachs Group+1.06M (+25%)
- Citadel Advisors LLC+765.7K (+27%)
- Bank of America Corp+605.3K (+7%)
- State Street Corp+579.2K (+1%)
- Two Sigma Investments+536.6K (+390%)
- FMR LLC (Fidelity)1.15M (-10%)
- Raymond James Financial342.0K (-7%)
- Renaissance Technologies LLC315.1K (-99%)
- AQR Capital Management264.6K (-32%)
- Citigroup254.7K (-17%)
- Franklin Resources+10.37M
- NICOLET BANKSHARES INC+12.3K
- Vanguard Group Inc−78.26M
- Invesco Ltd−4.66M
- JPMorgan Chase & Co−3.44M
Source: 13F-HR filings on SEC EDGAR (aggregated from 432 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe.
Frequently Asked Questions
What are the latest DUK SEC filings in 2026?
Duke Energy (DUK) has filed a 10-K annual report on February 26, 2026, a 10-Q quarterly report on May 5, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did DUK file its most recent 10-K annual report?
Duke Energy (DUK) filed its most recent 10-K annual report on February 26, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view DUK 10-Q quarterly reports?
Duke Energy (DUK)'s most recent 10-Q quarterly report was filed on May 5, 2026. SignalX displays every DUK 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has DUK filed recently?
Duke Energy (DUK)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find DUK insider trading activity (Form 4)?
SignalX aggregates every DUK Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does DUK file with the SEC?
Duke Energy (DUK) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new DUK filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Duke Energy (DUK).
What is DUK's SEC CIK number?
Duke Energy (DUK)'s SEC CIK (Central Index Key) number is 1326160. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1326160 to look up all DUK filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find DUK return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Duke Energy (DUK) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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