Jefferson Bridge Capital LLC Invests $2.47 Million in Duke Energy Corporation $DUK

Jefferson Bridge Capital LLC acquired a new position in Duke Energy Corporation (NYSE:DUK) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 21,090 shares of the utilities provider’s stock, valued at approximately $2,472,000. Duke Energy accounts for approximately 2.5% of Jefferson Bridge Capital LLC’s investment portfolio, making the stock its 15th biggest holding.

Several other institutional investors have also bought and sold shares of the stock. Pflug Koory LLC lifted its holdings in Duke Energy by 3.0% in the third quarter. Pflug Koory LLC now owns 2,694 shares of the utilities provider’s stock worth $333,000 after purchasing an additional 79 shares during the period. Cypress Wealth Services LLC lifted its holdings in Duke Energy by 1.7% in the third quarter. Cypress Wealth Services LLC now owns 5,048 shares of the utilities provider’s stock worth $625,000 after purchasing an additional 82 shares during the period. EWA LLC lifted its holdings in Duke Energy by 3.9% in the third quarter. EWA LLC now owns 2,203 shares of the utilities provider’s stock worth $273,000 after purchasing an additional 82 shares during the period. Mill Creek Capital Advisors LLC lifted its holdings in Duke Energy by 4.6% in the third quarter. Mill Creek Capital Advisors LLC now owns 1,854 shares of the utilities provider’s stock worth $229,000 after purchasing an additional 82 shares during the period. Finally, CYBER HORNET ETFs LLC lifted its holdings in Duke Energy by 4.1% in the third quarter. CYBER HORNET ETFs LLC now owns 2,113 shares of the utilities provider’s stock worth $261,000 after purchasing an additional 83 shares during the period. Institutional investors and hedge funds own 65.31% of the company’s stock.

Duke Energy Price Performance

Shares of NYSE DUK opened at $131.66 on Wednesday. Duke Energy Corporation has a twelve month low of $111.22 and a twelve month high of $134.49. 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 company has a market capitalization of $102.45 billion, a price-to-earnings ratio of 20.83 and a beta of 0.46. The firm has a 50-day moving average of $128.13 and a two-hundred day moving average of $123.70.

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

Insider Transactions at Duke Energy

In other Duke Energy news, SVP Regis T. Repko sold 962 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were 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 of the company’s stock, valued at approximately $498,142.56. This represents a 19.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Louis E. Renjel sold 6,800 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $127.67, for a total transaction of $868,156.00. Following the sale, the chief executive officer directly owned 22,007 shares of the company’s stock, valued at $2,809,633.69. This represents a 23.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.14% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on DUK. Evercore reaffirmed an “in-line” rating and issued a $139.00 price objective on shares of Duke Energy in a report on Thursday, March 5th. Mizuho set a $130.00 price objective on shares of Duke Energy in a report on Tuesday, February 10th. Barclays upped their price target on shares of Duke Energy from $127.00 to $143.00 and gave the company an “overweight” rating in a report on Tuesday. Jefferies Financial Group upped their price target on shares of Duke Energy from $125.00 to $141.00 and gave the company a “hold” rating in a report on Tuesday, February 17th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Duke Energy in a report on Monday, December 29th. Nine investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $138.87.

Key Headlines Impacting Duke Energy

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

• Positive Sentiment: Barclays raised its price target on Duke Energy to $143 and kept an “overweight” rating, signaling analyst conviction and providing potential upside relative to the current price. Barclays raises price target
• Positive Sentiment: Analyst screens (Zacks Earnings ESP) and related coverage highlight utilities that could beat upcoming quarterly estimates — a signal some investors may be using to favor DUK into earnings season, supporting near-term demand for the shares. Zacks / Yahoo coverage
• Neutral Sentiment: Duke Energy will report first-quarter 2026 results on May 5 (7 a.m. ET). The upcoming print will be the primary catalyst for near-term stock movement as investors look for guidance, weather/storm costs, rate-case updates and execution on capital programs. Earnings release
• Neutral Sentiment: Industry pieces and company PR about grid investments and safety reminders (e.g., call 811 before digging) underline Duke’s focus on capital spending and outage prevention — positive for long-term reliability but neutral until costs/recoveries are clarified. ENR coverage
• Negative Sentiment: Duke has proposed utility rate increases totaling as much as ~18% over two years — a move that could boost future revenue but is generating public opposition and political risk, which may pressure sentiment and regulatory outcomes. Rate hike report
• Negative Sentiment: Local residents are speaking out against the proposed rate hike, highlighting potential regulatory headaches and delays to approval that could limit the company’s ability to recover costs. Local opposition
• Negative Sentiment: Operationally, Duke reported 360 underground line damages in Indiana during 2025 — an indicator of potential repair and replacement costs that could weigh on margins if not recovered through rates. Infrastructure damage report

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.