Strategic Planning Group LLC Purchases 12,913 Shares of Duke Energy Corporation $DUK

Strategic Planning Group LLC raised its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 30.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 55,719 shares of the utilities provider’s stock after buying an additional 12,913 shares during the period. Strategic Planning Group LLC’s holdings in Duke Energy were worth $6,895,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of DUK. Legacy Investment Solutions LLC purchased a new stake in Duke Energy in the second quarter worth $28,000. Mascoma Wealth Management LLC grew its holdings in shares of Duke Energy by 53.7% in the second quarter. Mascoma Wealth Management LLC now owns 249 shares of the utilities provider’s stock worth $29,000 after purchasing an additional 87 shares during the last quarter. Access Investment Management LLC purchased a new position in Duke Energy in the 2nd quarter worth about $31,000. Trifecta Capital Advisors LLC boosted its position in Duke Energy by 2,284.6% in the 2nd quarter. Trifecta Capital Advisors LLC now owns 310 shares of the utilities provider’s stock valued at $37,000 after buying an additional 297 shares during the period. Finally, Anfield Capital Management LLC grew its stake in Duke Energy by 2,608.3% in the 2nd quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock worth $38,000 after acquiring an additional 313 shares in the last quarter. 65.31% of the stock is owned by institutional investors.

Duke Energy Stock Performance

Shares of DUK stock opened at $116.26 on Thursday. Duke Energy Corporation has a 12-month low of $105.20 and a 12-month high of $130.03. The business’s fifty day simple moving average is $119.82 and its 200-day simple moving average is $121.33. The company has a current ratio of 0.63, a quick ratio of 0.40 and a debt-to-equity ratio of 1.54. The company has a market cap of $90.41 billion, a PE ratio of 18.28, a PEG ratio of 2.56 and a beta of 0.50.

Duke Energy (NYSE:DUK) last announced its earnings results on Thursday, November 6th. The utilities provider reported $1.81 earnings per share for the quarter, topping the consensus estimate of $1.75 by $0.06. Duke Energy had a return on equity of 9.98% and a net margin of 15.76%.The firm had revenue of $8.54 billion for the quarter, compared to the consensus estimate of $8.51 billion. During the same period in the previous year, the business earned $1.62 EPS. The firm’s revenue for the quarter was up 4.8% on a year-over-year basis. Analysts expect that Duke Energy Corporation will post 6.33 earnings per share for the current fiscal year.

Duke Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be given a $1.065 dividend. This represents a $4.26 annualized dividend and a dividend yield of 3.7%. The ex-dividend date of this dividend is Friday, February 13th. Duke Energy’s dividend payout ratio (DPR) is presently 66.98%.

Key Headlines Impacting Duke Energy

Here are the key news stories impacting Duke Energy this week:

• Positive Sentiment: Quarterly dividend confirmed at $1.065 per share (annualized yield ~3.6%), reinforcing Duke’s income profile and supporting demand from dividend investors; ex‑dividend/record dates set. Duke Energy announces dividend payments to shareholders
• Positive Sentiment: Duke Energy subsidiaries in South Carolina will implement rate changes starting this month—rate adjustments in regulated jurisdictions can lift near‑term revenue and cash flow once in effect. Duke Energy subsidiaries in South Carolina will implement rate changes starting this month
• Positive Sentiment: Duke Energy Florida unveiled the DeBary system — a U.S. demonstration capable of producing, storing and combusting 100% green hydrogen — a strategic move into low‑carbon fuels that could support long‑term generation flexibility and regulatory goodwill. Duke Energy Florida unveils nation’s first system capable of producing, storing and combusting 100% green hydrogen
• Positive Sentiment: Duke filed an Early Site Permit (ESP) for the Belews Creek site — a step that preserves future nuclear development optionality and could be value‑accretive longer term if pursued. Duke files Belews Creek ESP
• Neutral Sentiment: Planned siren tests around the Oconee nuclear station and routine safety drills were announced — standard preparedness activity with no expected material financial impact. Duke Energy to test sirens around Oconee Nuclear Station
• Neutral Sentiment: Planned aerial tree‑trimming in the Petersburg area and community donations (e.g., to a technical college) are operational/community items that reduce outage risk and support local relations but are not material drivers on their own. Duke Energy to begin aerial tree trimming in Petersburg area
• Neutral Sentiment: Local items such as the reopening of a Cincinnati convention center are peripheral to Duke’s fundamentals. Downtown Cincinnati convention center reopens after $264 million ‘transformation’: PHOTOS
• Negative Sentiment: Multiple reports of power outages in southern Indiana (including Jeffersonville) affecting thousands — brief outages and restorations highlight reliability issues and can raise short‑term outage‑related costs and regulatory scrutiny. Power restored after brief Duke Energy outage in southern Indiana
• Negative Sentiment: A recent analyst piece flags a 6.1% share decline over three months, citing rising debt, storm costs and a premium valuation versus peers — a narrative that can pressure sentiment and the share multiple. Duke Energy Stock Falls 6.1% in Three Months: What Should You Do?

Insider Buying and Selling

In other Duke Energy news, EVP Robert Alexander Glenn sold 8,200 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $123.80, for a total transaction of $1,015,160.00. Following the sale, the executive vice president owned 11,367 shares of the company’s stock, valued at approximately $1,407,234.60. The trade was a 41.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.14% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on DUK. BTIG Research upgraded Duke Energy to a “strong-buy” rating in a report on Wednesday, October 22nd. Scotiabank upped their target price on Duke Energy from $137.00 to $146.00 and gave the stock a “sector outperform” rating in a report on Tuesday, December 16th. Barclays raised their price target on Duke Energy from $131.00 to $135.00 and gave the company an “overweight” rating in a research note on Tuesday, October 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Duke Energy in a report on Monday, December 29th. Finally, Mizuho raised their target price on shares of Duke Energy from $132.00 to $140.00 and gave the company an “outperform” rating in a research report on Monday, October 27th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Duke Energy has an average rating of “Moderate Buy” and an average target price of $136.50.

Duke Energy Profile

Duke Energy Corporation is a U.S.-based electric power holding company headquartered in Charlotte, North Carolina. The company’s core business is the generation, transmission and distribution of electricity to residential, commercial and industrial customers. Duke Energy operates a mix of regulated electric utilities and non-regulated energy businesses, providing essential energy infrastructure and services across multiple states.

Its operating activities include owning and operating generation assets across a portfolio that encompasses nuclear, natural gas, coal, hydroelectric and an expanding array of renewable resources, as well as battery storage and grid modernization projects.