CSM Advisors LLC Sells 48,684 Shares of Duke Energy Corporation $DUK

CSM Advisors LLC reduced its position in shares of Duke Energy Corporation (NYSE:DUK) by 14.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 278,941 shares of the utilities provider’s stock after selling 48,684 shares during the period. Duke Energy makes up approximately 1.0% of CSM Advisors LLC’s investment portfolio, making the stock its 23rd biggest position. CSM Advisors LLC’s holdings in Duke Energy were worth $34,519,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of DUK. Laurel Wealth Advisors LLC increased its stake 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 valued at $2,084,917,000 after purchasing an additional 17,515,383 shares during the last quarter. Vanguard Group Inc. lifted its position in shares of Duke Energy by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 75,716,783 shares of the utilities provider’s stock worth $8,934,580,000 after buying an additional 1,154,783 shares during the last quarter. ANTIPODES PARTNERS Ltd acquired a new stake in Duke Energy in the third quarter valued at about $86,309,000. Assenagon Asset Management S.A. boosted its stake 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 buying an additional 675,768 shares in the last quarter. Finally, 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 last quarter. Institutional investors and hedge funds own 65.31% of the company’s stock.

Insider Buying and Selling at Duke Energy

In other news, CEO Louis E. Renjel sold 6,800 shares of Duke Energy stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $127.67, for a total transaction of $868,156.00. Following the transaction, the chief executive officer owned 22,007 shares in the company, valued at approximately $2,809,633.69. The trade was a 23.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Regis T. Repko sold 962 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $127.86, for a total transaction of $123,001.32. Following the completion of the sale, the senior vice president directly owned 3,896 shares in the company, valued at approximately $498,142.56. This represents a 19.80% decrease in their position. The SEC filing for this sale provides additional information. 0.14% of the stock is currently owned by company insiders.

Duke Energy Stock Performance

Shares of DUK stock opened at $133.17 on Friday. The firm has a market capitalization of $103.56 billion, a price-to-earnings ratio of 21.07, a PEG ratio of 2.89 and a beta of 0.50. The company has a current ratio of 0.55, a quick ratio of 0.33 and a debt-to-equity ratio of 1.54. The business’s 50-day moving average price is $123.95 and its 200-day moving average price is $122.63. Duke Energy Corporation has a 12 month low of $111.22 and a 12 month high of $134.12.

Duke Energy (NYSE:DUK) last released its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.49 by $0.01. The company had revenue of $7.94 billion during the quarter, compared to the consensus estimate of $7.57 billion. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.During the same quarter in the prior year, the firm posted $1.66 earnings per share. Equities research analysts forecast that Duke Energy Corporation will post 6.33 EPS for the current year.

Duke Energy Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 13th will be given a $1.065 dividend. This represents a $4.26 annualized dividend and a yield of 3.2%. The ex-dividend date is Friday, February 13th. Duke Energy’s dividend payout ratio is 67.41%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Evercore reissued an “in-line” rating and issued a $139.00 target price on shares of Duke Energy in a report on Thursday, March 5th. Scotiabank lifted their price target on shares of Duke Energy from $137.00 to $146.00 and gave the company a “sector outperform” rating in a report on Tuesday, December 16th. Wells Fargo & Company upped their price objective on shares of Duke Energy from $115.00 to $135.00 and gave the stock an “equal weight” rating in a research report on Wednesday, March 4th. UBS Group raised their target price on shares of Duke Energy from $136.00 to $140.00 in a research report on Monday, March 9th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Duke Energy in a research note on Monday, December 29th. Nine research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $137.80.

Trending Headlines about Duke Energy

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

• Positive Sentiment: Regulatory progress — Duke secured settlement support for its planned Carolinas utility combination, clearing a key hurdle toward consolidation and potential regulatory approval that could simplify operations and reduce costs. Duke Energy secures settlement support for Carolinas utility combination
• Positive Sentiment: Clean-energy growth — Duke opened its largest battery-storage facility in Knightdale, expanding firming capacity for renewables and supporting long-term earnings stability as the utility transitions generation mix. Duke Energy’s largest battery storage facility now open in Knightdale
• Positive Sentiment: Community resilience programs — The Duke Energy Foundation announced $500k in HERO grants to strengthen emergency preparedness across South Carolina, a modest but constructive CSR/operational resilience signal. SC agencies, nonprofits eligible for Duke Energy’s $500K emergency preparedness grants
• Neutral Sentiment: Debt/maturity management — Duke completed a $1.5B offering of 3.000% convertible notes, which helps refinance near-term maturities and preserves liquidity, though convertibles carry potential future dilution. Duke Energy Completes $1.5 Billion Convertible Notes Offering
• Neutral Sentiment: Operational update — Local outage restoration updates (e.g., New Whiteland) and community feeding programs show steady operational responsiveness but have limited market impact. Duke Energy: Power should be back on in New Whiteland by 4 p.m. Duke Energy teams up with Blessings in a Backpack to feed Floyd County students over spring break
• Negative Sentiment: Major equity raise announced — Duke disclosed a $6 billion common-stock offering, which is likely why some investors are cautious: a large follow-on can materially dilute existing shareholders and pressure the share price despite funding needs. Duke Energy (DUK) Announces $6 Billion Common Stock Offering
• Negative Sentiment: Regulatory and political pushback — North Carolina residents are raising alarms over rising energy bills and pushing for audits amid rate-hike requests; public opposition can complicate ratemaking and future returns. NC residents sound alarm over rising energy bills, demand audit of Duke Energy
• Negative Sentiment: Local legal dispute — A homeowner is fighting Duke in a high-profile Lake Norman boats lawsuit, a reputational/legal overhang with modest direct financial risk but possible local regulatory attention. Woman fights Duke Energy lawsuit that wants her famous big boats off Lake Norman

About Duke Energy

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.