Envestnet Portfolio Solutions Inc. Has $16.07 Million Position in Duke Energy Corporation $DUK

Envestnet Portfolio Solutions Inc. lessened its holdings in Duke Energy Corporation (NYSE:DUK) by 5.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 129,879 shares of the utilities provider’s stock after selling 7,231 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in Duke Energy were worth $16,073,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in DUK. Laurel Wealth Advisors LLC raised its holdings in shares of Duke Energy by 11,417.7% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 17,668,789 shares of the utilities provider’s stock worth $2,084,917,000 after buying an additional 17,515,383 shares in the last quarter. Vanguard Group Inc. boosted its stake in Duke Energy by 1.5% in the 2nd quarter. Vanguard Group Inc. now owns 75,716,783 shares of the utilities provider’s stock valued at $8,934,580,000 after buying an additional 1,154,783 shares in the last quarter. Assenagon Asset Management S.A. grew its position in Duke Energy by 448.9% in the third quarter. Assenagon Asset Management S.A. now owns 826,296 shares of the utilities provider’s stock valued at $102,254,000 after acquiring an additional 675,768 shares during the period. OMERS ADMINISTRATION Corp grew its position in Duke Energy by 64.4% in the second quarter. OMERS ADMINISTRATION Corp now owns 1,472,321 shares of the utilities provider’s stock valued at $173,734,000 after acquiring an additional 576,674 shares during the period. Finally, Mitsubishi UFJ Trust & Banking Corp raised its stake in Duke Energy by 21.1% during the second quarter. Mitsubishi UFJ Trust & Banking Corp now owns 2,726,823 shares of the utilities provider’s stock worth $321,765,000 after acquiring an additional 474,325 shares in the last quarter. Institutional investors own 65.31% of the company’s stock.

Insider Transactions at Duke Energy

In other news, EVP Robert Alexander Glenn sold 8,200 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $123.80, for a total value of $1,015,160.00. Following the transaction, the executive vice president owned 11,367 shares of the company’s stock, valued at approximately $1,407,234.60. This trade represents a 41.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.14% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. Morgan Stanley reaffirmed an “underperform” rating and issued a $130.00 target price on shares of Duke Energy in a report on Wednesday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Duke Energy in a report on Monday, December 29th. Royal Bank Of Canada cut their target price on shares of Duke Energy from $143.00 to $140.00 and set a “sector perform” rating for the company in a research note on Friday. Barclays decreased their price target on Duke Energy from $135.00 to $127.00 and set an “overweight” rating on the stock in a research report on Thursday, January 15th. Finally, BMO Capital Markets dropped their price target on Duke Energy from $136.00 to $130.00 and set an “outperform” rating for the company in a report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $134.94.

Duke Energy Stock Down 0.3%

NYSE:DUK opened at $117.40 on Friday. The company has a market cap of $91.30 billion, a price-to-earnings ratio of 18.46, a P/E/G ratio of 2.56 and a beta of 0.50. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.40 and a current ratio of 0.63. The stock’s fifty day moving average price is $118.47 and its two-hundred day moving average price is $121.38. Duke Energy Corporation has a 52-week low of $108.74 and a 52-week high of $130.03.

Duke Energy (NYSE:DUK) last released its earnings results on Thursday, November 6th. The utilities provider reported $1.81 EPS for the quarter, beating 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 company had revenue of $8.54 billion during the quarter, compared to analysts’ expectations of $8.51 billion. During the same period last year, the firm earned $1.62 EPS. The business’s revenue for the quarter was up 4.8% on a year-over-year basis. On average, analysts anticipate that Duke Energy Corporation will post 6.33 EPS for the current year.

Duke Energy Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 13th will be issued a dividend of $1.065 per share. This represents a $4.26 annualized dividend and a yield of 3.6%. The ex-dividend date of this dividend is Friday, February 13th. Duke Energy’s payout ratio is currently 66.98%.

Key Stories Impacting Duke Energy

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

• Positive Sentiment: Duke says it has more than 18,000 workers from 27 states and Canada staged to respond to Winter Storm Fern, signaling strong operational readiness to limit outage duration and reputational damage. PR Newswire release
• Positive Sentiment: Duke Energy Florida is deploying about 500 workers to assist Carolinas restoration efforts, showing proactive mutual-aid deployment that can speed repairs and reduce prolonged outage costs. MSN report
• Neutral Sentiment: Analysis pieces are reframing DUK around analyst target changes and sentiment rather than material operations — watch how consensus targets and EPS forecasts evolve, since market reaction is being driven by these narrative shifts. Yahoo Finance
• Neutral Sentiment: Market coverage notes a recent intraday price dip and elevated volume as investors reposition around storm risk and dividend safety narratives; this is more of a sentiment/flow story than a fundamentals surprise. Zacks
• Negative Sentiment: RBC cut its DUK price target to $140 from $143 and kept a “sector perform” rating — a small downgrade that still implies about ~19% upside but may weigh on near‑term sentiment. MarketScreener
• Negative Sentiment: Multiple reports warn of freezing‑rain/ice risks and potential multiday outages in Duke’s service areas; prolonged outages raise short‑term repair and overtime costs and could spur customer complaints and regulatory scrutiny. MarketBeat / AP coverage
• Negative Sentiment: Local coverage highlights customer complaints about rising bills, a reputational/regulatory headwind that can affect rate cases and public sentiment if the issue escalates. WCPO article

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.