Duke Energy Keeps Sparking

  • Duke Energy offers a rare low-beta, defensive play with diversified fuel sources, strong nuclear capacity, and exposure to AI data center-driven demand growth. Recent results show solid earnings growth, new data center deals, and major natural gas generation expansion, supporting long-term EPS growth of 5-7%. The stock trades near its 52-week high with a 3.6% dividend yield, below Treasuries, and isn't bargain-priced, but remains attractive for conservative and momentum investors.