Advisors Management Group Inc. ADV Boosts Stake in Duke Energy Corporation $DUK

Advisors Management Group Inc. ADV increased its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 187.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 78,293 shares of the utilities provider’s stock after buying an additional 51,088 shares during the period. Duke Energy comprises approximately 1.7% of Advisors Management Group Inc. ADV’s holdings, making the stock its 14th biggest position. Advisors Management Group Inc. ADV’s holdings in Duke Energy were worth $9,177,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of DUK. KERR FINANCIAL PLANNING Corp acquired a new position in shares of Duke Energy during the 3rd quarter worth approximately $27,000. Wiser Advisor Group LLC acquired a new stake in Duke Energy in the 3rd quarter valued at $34,000. Bare Financial Services Inc grew its stake in Duke Energy by 211.1% in the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock valued at $35,000 after acquiring an additional 190 shares during the period. Olistico Wealth LLC purchased a new stake in Duke Energy in the 4th quarter worth $38,000. Finally, Meeder Asset Management Inc. acquired a new position in Duke Energy during the third quarter worth $39,000. Institutional investors and hedge funds own 65.31% of the company’s stock.

Insiders Place Their Bets

In related news, 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 value of $868,156.00. Following the completion of the sale, the chief executive officer owned 22,007 shares of the company’s stock, valued at approximately $2,809,633.69. This represents a 23.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, SVP Regis T. Repko sold 962 shares of the firm’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 of the company’s stock, valued at approximately $498,142.56. The trade was a 19.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.14% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Scotiabank lifted their target price on shares of Duke Energy from $137.00 to $146.00 and gave the company a “sector outperform” rating in a research report on Tuesday, December 16th. Barclays reduced their price target on shares of Duke Energy from $135.00 to $127.00 and set an “overweight” rating for the company in a research report on Thursday, January 15th. The Goldman Sachs Group lifted their price objective on Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Royal Bank Of Canada cut their price objective on Duke Energy from $143.00 to $140.00 and set a “sector perform” rating for the company in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. decreased their target price on Duke Energy from $136.00 to $126.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Nine equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target 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

DUK opened at $130.03 on Friday. The firm has a market capitalization of $101.18 billion, a PE ratio of 20.57 and a beta of 0.50. 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 Corporation has a twelve month low of $111.22 and a twelve month high of $134.49. The firm’s 50-day moving average price is $126.35 and its 200 day moving average price is $123.19.

Duke Energy (NYSE:DUK) last released its earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share for the quarter, topping 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 business had revenue of $7.94 billion for the quarter, compared to analyst estimates of $7.57 billion. During the same period last year, the company posted $1.66 EPS. As a group, sell-side analysts expect that Duke Energy Corporation will post 6.33 EPS for the current fiscal year.

Duke Energy Announces Dividend

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

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.