Duke Energy Corporation $DUK Position Raised by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC lifted its position in shares of Duke Energy Corporation (NYSE:DUK) by 42.4% in the 4th quarter, Holdings Channel reports. The fund owned 22,801 shares of the utilities provider’s stock after buying an additional 6,790 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Duke Energy were worth $2,673,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. KERR FINANCIAL PLANNING Corp bought a new position in Duke Energy in the 3rd quarter worth about $27,000. Wiser Advisor Group LLC bought a new stake in shares of Duke Energy during the third quarter valued at approximately $34,000. Bare Financial Services Inc boosted its position in shares of Duke Energy by 211.1% during the third quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after buying an additional 190 shares during the period. Imprint Wealth LLC bought a new position in Duke Energy in the 3rd quarter worth approximately $39,000. Finally, Meeder Asset Management Inc. acquired a new stake in Duke Energy in the 3rd quarter valued at approximately $39,000. Institutional investors and hedge funds own 65.31% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have issued reports on DUK shares. Scotiabank boosted their price target on Duke Energy from $137.00 to $146.00 and gave the stock a “sector outperform” rating in a research report on Tuesday, December 16th. Jefferies Financial Group lifted their price objective on shares of Duke Energy from $125.00 to $141.00 and gave the company a “hold” rating in a research note on Tuesday, February 17th. Mizuho set a $130.00 price objective on shares of Duke Energy in a report on Tuesday, February 10th. BTIG Research restated a “buy” rating and set a $141.00 price target on shares of Duke Energy in a research report on Friday, January 30th. Finally, Evercore reaffirmed an “in-line” rating and issued a $139.00 price target on shares of Duke Energy in a research note on Thursday, March 5th. Nine investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $137.80.

More Duke Energy News

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

• Positive Sentiment: South Carolina regulators approved Duke Energy’s plan to build a combined‑cycle natural gas plant in Anderson County — the company says construction could start in 2027 with service by ~2031, creating jobs and new rate‑base assets that support future earnings. Duke Energy secures approval for gas plant in South Carolina
• Neutral Sentiment: Duke is scouting multiple North Carolina sites (Davie/ Davidson/Yadkin River area) for additional natural‑gas units to meet demand — potential growth pipeline but subject to permitting, community feedback and capital allocation decisions. Davidson or Davie? Duke Energy eyes sites for twin natural gas plants
• Negative Sentiment: Rising Treasury yields could increase borrowing costs and pressure utility multiples, making Duke’s stock more volatile even as fundamentals stay steady — a macro headwind to watch for dividend investors. Duke Energy: Surging Treasury Yields Could Spark Volatility For This Utility
• Negative Sentiment: Local opposition is growing in several communities — homeowners on a lake are contesting dozens of pontoon platforms tied to Duke activity, and residents have also protested data‑center load growth at hearings — risks to permitting, timing and reputational capital. One lake and 200 pontoon platforms are pitting NC homeowners against Duke Energy Residents rail against data centers at Duke Energy hearing
• Neutral Sentiment: Questions over political influence in Florida and local advocacy could lead to regulatory scrutiny or shifting public relations needs; monitor state‑level developments that may affect approvals and rate cases. He beat an anti-utility campaign before. Is he helping Duke Energy Florida?

Duke Energy Stock Performance

Shares of DUK opened at $130.03 on Monday. The stock has a market capitalization of $101.18 billion, a P/E ratio of 20.57 and a beta of 0.50. Duke Energy Corporation has a 12-month low of $111.22 and a 12-month high of $134.49. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.55 and a quick ratio of 0.33. The firm’s 50 day moving average is $126.35 and its 200-day moving average is $123.20.

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

Duke Energy Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 13th were given a dividend of $1.065 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.3%. Duke Energy’s payout ratio is 67.41%.

Insider Buying and Selling at Duke Energy

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

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.