undamentalytics Newsletter

Duke Energy insider trading

Every open-market purchase and sale by Duke Energy's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No insider has bought shares on the open market in five years.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Duke Energy insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Duke Energy’s insiders pay?

From May 10, 2010 to May 12, 2026, 34 insiders reported 6 open-market purchases and 160 sales not made under a pre-set plan in Duke Energy. Twelve months after each purchase was reported, the shares were −3.9% against the S&P 500 on average (median +0.5%), over 6 purchases with a full year of prices; 50% beat the index. After sales, the shares moved −5.2% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 17, 2013 into $16,529 by November 2, 2026, +3.8% a year. It held shares 28% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $21,231 (+5.8% a year), and held throughout $56,949 (+13.8%).

$0$20.0k$40.0k$60.0k 2013201520172019202120232025 $56.9k$21.2k$16.5k
Copying Duke Energy's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Duke Energy's insiders from May 17, 2013, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 28% of the time.
Duke Energy: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Jamil Dhiaa M. EVP & Chief Operating Officer 0 — — 27 −0.4% (27) November 14, 2022
Yates Lloyd M EVPCust&DelivOps;PresCarolinas 0 — — 14 −5.8% (14) August 28, 2019
Good Lynn J Chair & CEO 0 — — 12 −9.0% (12) May 16, 2024
Mckee E Marie Director 0 — — 12 −3.4% (12) August 8, 2025
Janson Julia S EVP&CEO, Duke Energy Carolinas 0 — — 11 −10.4% (11) February 28, 2025
Manly Marc E EVP&Pres, Commercial Portfolio 0 — — 11 +1.3% (11) May 19, 2015
Renjel Louis E. EVP&CEO DEF&MW&ChiefCorpAffOff 0 — — 11 −4.8% (8) May 12, 2026
Weber Jennifer L Executive VP, Chf HR Officer 0 — — 8 −1.3% (8) March 3, 2015
Trent Keith EVPGridSolution;PresMidwest&FL 0 — — 7 +2.3% (7) May 19, 2015
Ghartey-Tagoe Kodwo EVP, CLO & Corp Sec 0 — — 6 −4.9% (6) March 3, 2025
Forsgren John H Director 2 −4.0% (2) 50% 3 −4.4% (3) May 15, 2018
Savoy Brian D SVP,Chief Transform&AdminOff 0 — — 5 −6.5% (5) February 17, 2021
Anderson Melissa H. EVP & Chief HR Officer 0 — — 4 −9.8% (4) February 27, 2020
Jacobs Dwight L. SVP,Chf Acct Off,Tax,Control 0 — — 4 −12.0% (4) February 25, 2021
Young Steven K EVP & CFO 0 — — 4 −13.9% (4) October 30, 2019
Esamann Douglas F EVPEnergySolutions&PresMidW&FL 0 — — 3 −20.1% (3) September 3, 2019
Sideris Harry K. President, CEO 0 — — 3 −5.7% (2) May 11, 2026
De May Stephen G SVP Investor Rels & Treasurer 0 — — 2 −11.5% (2) June 12, 2012
Rogers James E Chairman, President & CEO 0 — — 2 −6.8% (2) November 14, 2011
Angelakis Michael J Director 1 +7.0% (1) 100% 0 — November 10, 2015
Bernhardt George Alexander Sr Director 0 — — 1 −11.7% (1) November 15, 2012
Craver Theodore F Jr Director 1 −24.2% (1) 0% 0 — May 17, 2017
Currens William E. JR. SVP,Controller,Chief Acct Off 0 — — 1 −17.6% (1) February 28, 2017
Gillespie Thomas Preston JR. EVP-Chf Gen Off-Entrp Op Excel 0 — — 1 −17.3% (1) August 13, 2025
Glenn Robert Alexander EVP & Chief Legal Officer 0 — — 1 — November 20, 2025
Herron John T Director 1 −3.6% (1) 0% 0 — September 3, 2013
Lyash Jeffrey J. Executive VP, Energy Supply 0 — — 1 −7.8% (1) November 21, 2012
Mullinax A R EVP, Strategic Services 0 — — 1 +5.6% (1) November 12, 2015
Reising Ronald R SVP & Chief HR Officer 0 — — 1 −22.1% (1) May 19, 2022
Sharp Philip R Director 0 — — 1 +4.1% (1) February 22, 2012
Titone Bonnie B. SVP, Chief Admin Officer 0 — — 1 −18.8% (1) August 21, 2025
Turner James L Grp Exec, Pres & COO US FEG 0 — — 1 −0.9% (1) May 10, 2010
Weintraub Alexander J. SVP, Chief Customer Officer 0 — — 1 −18.8% (1) August 21, 2025
Yoho Frank H EVP&Pres Natural Gas Business 1 +5.5% (1) 100% 0 — November 22, 2016

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Duke Energy

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Duke Energy in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged +7.5% against the index. After 21 selling crowds, −1.1%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 29, 20255 selling−4.2%+3.1%−17.7%
March 31, 20253 selling−12.4%−16.5%−7.4%
May 31, 20244 selling+3.8%+0.2%+1.8%
August 31, 20223 selling−9.1%−12.1%−30.3%
February 26, 20213 selling+7.4%+6.7%+5.1%
February 28, 20205 selling−8.9%−30.0%−34.8%
March 29, 20195 selling−5.1%+3.7%+2.2%
May 31, 20184 selling−2.2%+13.8%+13.1%
June 30, 20173 selling−3.0%−8.8%−14.8%
March 31, 20175 selling−0.1%−3.2%−14.4%
November 30, 20162 buying+3.4%+7.5%+3.3%
March 31, 20164 selling+4.3%−3.9%−11.2%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 22. Total returns from the month end; past patterns are not a forecast.

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