Doliver Advisors LP Increases Position in Duke Energy Corporation $DUK

Doliver Advisors LP lifted its position in shares of Duke Energy Corporation (NYSE:DUK) by 57.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,433 shares of the utilities provider’s stock after purchasing an additional 4,556 shares during the period. Doliver Advisors LP’s holdings in Duke Energy were worth $1,457,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Farther Finance Advisors LLC raised its position in shares of Duke Energy by 37.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 41,642 shares of the utilities provider’s stock worth $5,153,000 after acquiring an additional 11,409 shares in the last quarter. Applied Finance Capital Management LLC acquired a new position in Duke Energy in the third quarter valued at approximately $1,046,000. Lockheed Martin Investment Management Co. boosted 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 purchasing an additional 27,820 shares in the last quarter. Alley Investment Management Company LLC increased its stake in Duke Energy by 13.0% in the third quarter. Alley Investment Management Company LLC now owns 88,018 shares of the utilities provider’s stock valued at $10,892,000 after purchasing an additional 10,108 shares during the last quarter. Finally, Greystone Financial Group LLC raised its holdings in Duke Energy by 12.7% during the third quarter. Greystone Financial Group LLC now owns 93,766 shares of the utilities provider’s stock worth $11,604,000 after purchasing an additional 10,580 shares in the last quarter. Institutional investors and hedge funds own 65.31% of the company’s stock.

Insider Activity

In other news, SVP Regis T. Repko sold 962 shares of the 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 owned 3,896 shares in the company, valued at approximately $498,142.56. This represents a 19.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Louis E. Renjel sold 6,800 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $127.67, for a total value of $868,156.00. Following the completion of the transaction, the chief executive officer owned 22,007 shares in the company, valued at $2,809,633.69. This trade represents a 23.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.14% of the stock is currently owned by corporate insiders.

Duke Energy Stock Performance

Shares of DUK opened at $129.69 on Friday. The company’s 50 day simple moving average is $125.13 and its 200-day simple moving average is $122.88. The firm has a market cap of $100.86 billion, a PE ratio of 20.52 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 current ratio of 0.55, a quick ratio of 0.33 and a debt-to-equity ratio of 1.54.

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

Duke Energy Dividend Announcement

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

Duke Energy News Roundup

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

• Positive Sentiment: Duke’s Renewable Choice and Green Source Advantage programs are gaining traction: the 10 MW Ebbie Solar project in South Carolina entered service and program enrollment has exceeded targets, supporting commercial demand for clean energy. Duke Energy helps customers in South Carolina advance sustainability goals
• Positive Sentiment: Duke is funding workforce development: the Duke Energy Foundation awarded $50,000 each to five colleges to boost lineworker training, which supports reliability and future operations. Duke Energy partners with colleges to train next generation of lineworkers
• Positive Sentiment: Community resilience investments: the Duke Energy Foundation is awarding $500,000 in grants across North Carolina to strengthen storm preparedness and emergency readiness—positive for outage response and reputational risk. Duke Energy invests $500,000 to strengthen storm preparedness
• Positive Sentiment: Analyst/retail interest highlights dividend appeal and long-term investment plans—bullish narratives that support investor demand for DUK as an income/utility play. Here’s Why You Should Add Duke Energy Stock to Your Portfolio Now
• Neutral Sentiment: High investor/search activity on DUK suggests elevated attention and potential for volatile intraday moves as news circulates. Investors Heavily Search Duke Energy
• Negative Sentiment: Nearly 50,000 customers have petitioned for an audit of Duke’s winter electric bills after a record‑cold season, creating regulatory and reputational risk around rates and billing practices. Nearly 50,000 customers petition for Duke Energy audit
• Negative Sentiment: Duke has publicly responded to the petition, but the situation keeps rate scrutiny in focus and could lead to formal audits or regulatory hearings. Duke Energy responds to petition calling for bill audit
• Negative Sentiment: Critics say Duke’s short‑term plan increases fossil‑fuel capacity to meet rising demand, drawing pushback from clean‑energy advocates and raising transition/stranded‑asset concerns. Duke Energy plan draws criticism for expanding fossil fuels
• Negative Sentiment: Rate pressure in Ohio: local reporting indicates Duke Energy Ohio expects rate increases before summer, highlighting near‑term revenue/regulatory implications. Duke Energy Ohio rates expected to rise

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on DUK. Morgan Stanley set a $139.00 price objective on shares of Duke Energy in a research report on Friday, February 20th. Mizuho set a $130.00 price target on shares of Duke Energy in a research note on Tuesday, February 10th. Weiss Ratings reissued a “buy (b)” rating on shares of Duke Energy in a research report on Monday, December 29th. BMO Capital Markets restated an “outperform” rating and issued a $136.00 price objective on shares of Duke Energy in a research note on Wednesday, February 11th. Finally, Royal Bank Of Canada cut their target price on Duke Energy from $143.00 to $140.00 and set a “sector perform” rating on the stock in a research report on Friday, January 23rd. Nine research 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 company presently has a consensus rating of “Hold” and an average price target of $137.80.

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.