Benjamin Edwards Inc. Has $9.66 Million Stake in Duke Energy Corporation $DUK

Benjamin Edwards Inc. raised its holdings in Duke Energy Corporation (NYSE:DUK) by 60.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 78,032 shares of the utilities provider’s stock after purchasing an additional 29,254 shares during the quarter. Benjamin Edwards Inc.’s holdings in Duke Energy were worth $9,657,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Pflug Koory LLC lifted its position in Duke Energy by 3.0% during the 3rd quarter. Pflug Koory LLC now owns 2,694 shares of the utilities provider’s stock worth $333,000 after buying an additional 79 shares in the last quarter. WealthShield Partners LLC lifted its position in shares of Duke Energy by 0.3% during the second quarter. WealthShield Partners LLC now owns 25,453 shares of the utilities provider’s stock worth $3,003,000 after purchasing an additional 80 shares in the last quarter. Cypress Wealth Services LLC grew its stake in shares of Duke Energy by 1.7% during the third quarter. Cypress Wealth Services LLC now owns 5,048 shares of the utilities provider’s stock valued at $625,000 after purchasing an additional 82 shares during the last quarter. Private Wealth Asset Management LLC increased its holdings in shares of Duke Energy by 6.4% in the second quarter. Private Wealth Asset Management LLC now owns 1,408 shares of the utilities provider’s stock valued at $166,000 after purchasing an additional 85 shares in the last quarter. Finally, Blossom Wealth Management boosted its position in Duke Energy by 3.5% in the 3rd quarter. Blossom Wealth Management now owns 2,530 shares of the utilities provider’s stock valued at $313,000 after buying an additional 85 shares during the last quarter. Institutional investors own 65.31% of the company’s stock.

Insider Transactions at Duke Energy

In related news, EVP Robert Alexander Glenn sold 8,200 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $123.80, for a total transaction of $1,015,160.00. Following the completion of the sale, the executive vice president directly owned 11,367 shares of the company’s stock, valued at approximately $1,407,234.60. This represents a 41.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.14% of the company’s stock.

Duke Energy Price Performance

DUK opened at $117.32 on Friday. The stock has a market cap of $91.24 billion, a P/E ratio of 18.45, a P/E/G ratio of 2.52 and a beta of 0.50. Duke Energy Corporation has a 12 month low of $105.20 and a 12 month high of $130.03. The company has a quick ratio of 0.40, a current ratio of 0.63 and a debt-to-equity ratio of 1.54. The company has a fifty day simple moving average of $119.66 and a 200 day simple moving average of $121.31.

Duke Energy (NYSE:DUK) last posted its earnings results on Thursday, November 6th. The utilities provider reported $1.81 earnings per share for the quarter, topping 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 firm had revenue of $8.54 billion for the quarter, compared to analyst estimates of $8.51 billion. During the same period in the previous year, the company posted $1.62 earnings per share. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. On average, research analysts expect that Duke Energy Corporation will post 6.33 EPS for the current year.

Duke Energy Announces Dividend

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

Trending Headlines about Duke Energy

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

• Positive Sentiment: Quarterly dividend declared: Duke announced a $1.065 per‑share quarterly dividend (record Feb. 13; payable Mar. 16), supporting income investors and reinforcing yield attractiveness.
• Positive Sentiment: Duke Energy Florida unveiled an end‑to‑end DeBary green hydrogen system (production, storage and combustion capability) — a first‑of‑its‑kind demonstration that advances decarbonization and long‑term generation diversification. Duke Energy Florida unveils green hydrogen system
• Positive Sentiment: Duke Energy Foundation launched America250 grants (>$1M across six states) — positive PR and community engagement that can support regulatory goodwill in key service territories. Foundation launches America250 grants
• Positive Sentiment: Duke filed an Early Site Permit (ESP) for Belews Creek — a step toward potential nuclear expansion that could support long‑term low‑carbon generation plans and rate base growth. Duke files Belews Creek ESP
• Neutral Sentiment: Duke set Q4 and full‑year 2025 results release for Feb. 10 — an upcoming earnings print that could re‑rate the stock depending on guidance and customer/regulatory commentary. Earnings release date announced
• Neutral Sentiment: Analyst/retail interest noted (Zacks piece) — elevated attention can add volatility but is informational rather than a direct catalyst. Zacks: Duke attracting investor attention
• Neutral Sentiment: Rate changes in South Carolina subsidiaries begin this month — could support near‑term revenue but depends on regulator approvals and allowed returns. Rate changes in South Carolina
• Neutral Sentiment: Routine operational notices (nuclear siren tests, aerial tree trimming) — minimal fundamental impact but items investors monitor for reliability/regulatory optics. Siren tests near Oconee
• Negative Sentiment: Multiple localized outages reported (New Hanover Co., southern Indiana, Jeffersonville) — short‑term operational disruptions that can dent customer satisfaction and incur restoration costs. Power outage in New Hanover Co.
• Negative Sentiment: Reports of plans for a second new gas‑fired plant in South Carolina — may raise ESG concerns for some investors and could attract regulatory/siting scrutiny. Plans for second gas-fired plant in SC

Analyst Upgrades and Downgrades

DUK has been the subject of a number of recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of Duke Energy in a research report on Monday, December 29th. BTIG Research upgraded shares of Duke Energy to a “strong-buy” rating in a research report on Wednesday, October 22nd. TD Cowen assumed coverage on shares of Duke Energy in a research note on Thursday, October 16th. They issued a “buy” rating and a $143.00 target price on the stock. Royal Bank Of Canada raised shares of Duke Energy to a “hold” rating in a research note on Tuesday, October 28th. Finally, Wells Fargo & Company raised shares of Duke Energy to a “hold” rating in a research note on Tuesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Duke Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $136.50.

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.