Duke Energy Corporation $DUK Shares Acquired by World Investment Advisors

World Investment Advisors lifted its position in shares of Duke Energy Corporation (NYSE:DUK) by 62.7% during the fourth quarter, HoldingsChannel reports. The firm owned 42,680 shares of the utilities provider’s stock after purchasing an additional 16,450 shares during the quarter. World Investment Advisors’ holdings in Duke Energy were worth $5,003,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Applied Finance Capital Management LLC acquired a new position in shares of Duke Energy during the third quarter worth $1,046,000. Lockheed Martin Investment Management Co. raised its holdings in Duke Energy by 11.3% in the third quarter. Lockheed Martin Investment Management Co. now owns 274,630 shares of the utilities provider’s stock valued at $33,985,000 after acquiring an additional 27,820 shares in the last quarter. Oppenheimer & Co. Inc. raised its holdings in Duke Energy by 9.2% in the third quarter. Oppenheimer & Co. Inc. now owns 150,426 shares of the utilities provider’s stock valued at $18,615,000 after acquiring an additional 12,677 shares in the last quarter. Keybank National Association OH raised its holdings in Duke Energy by 13.4% in the third quarter. Keybank National Association OH now owns 371,248 shares of the utilities provider’s stock valued at $45,942,000 after acquiring an additional 43,925 shares in the last quarter. Finally, AE Wealth Management LLC raised its holdings in Duke Energy by 51.9% in the third quarter. AE Wealth Management LLC now owns 49,068 shares of the utilities provider’s stock valued at $6,072,000 after acquiring an additional 16,772 shares in the last quarter. 65.31% of the stock is owned by institutional investors and hedge funds.

Duke Energy News Roundup

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

• Positive Sentiment: Duke Energy said it applied for U.S. Department of Energy loans that could help fund grid upgrades and capacity additions, potentially saving customers billions of dollars and supporting long-term growth. Duke Energy applies for Department of Energy loans that represent potentially billions of dollars in customer savings
• Positive Sentiment: The company’s recent earnings beat and strong revenue growth continue to support sentiment, with Duke Energy topping analyst estimates and reaffirming its 2026 earnings outlook. How Investors Are Reacting To Duke Energy (DUK) Earnings Beat, Massive Capex Plan And DOE Loan Bid
• Neutral Sentiment: Analyst commentary remains mixed but constructive overall, with JPMorgan trimming its price target while maintaining a neutral stance, suggesting limited near-term upside rather than a major bearish call. JPMorgan adjusts price target on Duke Energy to 136 from 139, maintains neutral rating
• Neutral Sentiment: Coverage highlighting Duke Energy as a “trending stock” mainly reflects heightened investor interest rather than a direct fundamental catalyst. Duke Energy Corporation (DUK) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: News that the company’s North Carolina rate-increase hearing was postponed could delay a potential catalyst tied to future pricing and regulatory clarity. Duke Energy rate-increase hearing postponed over missed scheduling deadline
• Negative Sentiment: Local reporting that Duke Energy disputed a state algae finding at Lake Norman adds another regulatory/reputational issue investors may watch, even if it does not appear to be a major financial event on its own. Duke Energy: No toxic algae found at Lake Norman site where state said it was

Wall Street Analyst Weigh In

Several analysts recently issued reports on DUK shares. Mizuho upped their price target on shares of Duke Energy from $130.00 to $139.00 and gave the company an “outperform” rating in a report on Wednesday, May 6th. Truist Financial started coverage on shares of Duke Energy in a report on Monday, April 20th. They issued a “buy” rating and a $142.00 price target on the stock. Morgan Stanley cut their price target on shares of Duke Energy from $142.00 to $141.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 21st. Evercore upped their price target on shares of Duke Energy from $139.00 to $140.00 in a report on Monday. Finally, BTIG Research reaffirmed a “buy” rating and issued a $141.00 price target on shares of Duke Energy in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Duke Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $140.00.

Duke Energy Stock Up 0.3%

DUK stock opened at $124.25 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.66 and a quick ratio of 0.44. Duke Energy Corporation has a 1-year low of $113.37 and a 1-year high of $134.49. The firm has a fifty day moving average price of $129.12 and a two-hundred day moving average price of $124.08. The firm has a market cap of $96.86 billion, a price-to-earnings ratio of 19.03 and a beta of 0.41.

Duke Energy (NYSE:DUK) last released its earnings results on Monday, May 4th. The utilities provider reported $1.93 earnings per share for the quarter, beating the consensus estimate of $1.87 by $0.06. Duke Energy had a net margin of 15.49% and a return on equity of 9.73%. The firm had revenue of $9.18 billion during the quarter, compared to analyst estimates of $8.44 billion. During the same quarter in the previous year, the firm earned $1.76 earnings per share. The firm’s revenue for the quarter was up 11.3% compared to the same quarter last year. Research analysts predict that Duke Energy Corporation will post 6.7 EPS for the current year.

Duke Energy Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Friday, May 15th will be paid a dividend of $1.065 per share. The ex-dividend date is Friday, May 15th. This represents a $4.26 annualized dividend and a yield of 3.4%. Duke Energy’s payout ratio is presently 65.24%.

Insider Buying and Selling at Duke Energy

In other Duke Energy news, CEO Harry K. Sideris sold 20,000 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $124.37, for a total transaction of $2,487,400.00. Following the completion of the sale, the chief executive officer owned 96,102 shares in the company, valued at $11,952,205.74. The trade was a 17.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Louis E. Renjel sold 3,500 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $125.15, for a total transaction of $438,025.00. Following the sale, the chief executive officer owned 21,415 shares of the company’s stock, valued at approximately $2,680,087.25. The trade was a 14.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 24,462 shares of company stock worth $3,048,426 over the last 90 days. Insiders own 0.12% of the company’s stock.

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.