Vest Financial LLC lifted its position in Duke Energy Corporation (NYSE:DUK – Free Report) by 19.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 39,071 shares of the utilities provider’s stock after purchasing an additional 6,442 shares during the period. Vest Financial LLC’s holdings in Duke Energy were worth $4,580,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds also recently bought and sold shares of DUK. Vanguard Group Inc. increased its holdings in shares of Duke Energy by 2.6% in the fourth quarter. Vanguard Group Inc. now owns 78,258,757 shares of the utilities provider’s stock worth $9,172,709,000 after purchasing an additional 1,957,592 shares during the last quarter. ANTIPODES PARTNERS Ltd bought a new stake in shares of Duke Energy in the third quarter worth about $86,309,000. Caisse de depot et placement du Quebec increased its holdings in shares of Duke Energy by 19.1% in the third quarter. Caisse de depot et placement du Quebec now owns 2,613,595 shares of the utilities provider’s stock worth $323,432,000 after purchasing an additional 419,992 shares during the last quarter. Franklin Resources Inc. increased its holdings in shares of Duke Energy by 4.1% in the third quarter. Franklin Resources Inc. now owns 7,281,986 shares of the utilities provider’s stock worth $901,146,000 after purchasing an additional 288,499 shares during the last quarter. Finally, Liberty One Investment Management LLC increased its holdings in shares of Duke Energy by 92.8% in the third quarter. Liberty One Investment Management LLC now owns 522,137 shares of the utilities provider’s stock worth $64,634,000 after purchasing an additional 251,257 shares during the last quarter. 65.31% of the stock is currently owned by hedge funds and other institutional investors.
Key Stories Impacting Duke Energy
Here are the key news stories impacting Duke Energy this week:
- Positive Sentiment: NRC renews H.B. Robinson license for 20 more years, extending operation through 2050 — reduces regulatory uncertainty for that generating asset and preserves stable baseload generation. NRC Renews License for Duke Energy (DUK)’s Robinson Nuclear Plant
- Positive Sentiment: Multiple analyst previews and models point to Duke likely beating Q1 earnings estimates (positive ESP), supported by demand gains and grid investments — a near?term catalyst for upside if results and guidance confirm expectations. DUK Likely to Beat Q1 Earnings Estimates: How to Play the Stock?
- Neutral Sentiment: Company hosting local open houses on future powerline projects — shows ongoing grid investment and community outreach, helps pipeline visibility but limited immediate EPS impact. Duke Energy hosts open house for future powerline plans
- Neutral Sentiment: Duke Energy Foundation awarded $275k to Florida nonprofits — positive community relations/ESG signal with minimal direct financial impact. Duke Energy Foundation invests $275,000 in nonprofits supporting Floridians’ most essential needs
- Neutral Sentiment: Company lineworkers received positive attention at regional lineman events — small PR win that supports operational capabilities but not a material stock driver. Duke Energy Lineworkers Shine at 2026 Carolinas Lineman’s Rodeo
- Neutral Sentiment: Industry peers (NiSource, Public Service Enterprise) posting earnings previews — useful for sector comparables; may influence relative valuation but not a company?specific shock. NiSource (NI) Earnings Expected to Grow: Should You Buy?
- Negative Sentiment: Duke is monitoring extreme drought conditions with mandatory water restrictions possible — potential operational impacts for hydro resources and cooling water availability could raise costs or constrain output in affected regions. Duke Energy continues to monitor extreme drought conditions, mandatory water restrictions possible
- Negative Sentiment: Customers to weigh in on a proposed ~15% rate hike at public hearings — while higher rates would boost revenue if approved, the public opposition and regulatory scrutiny introduce timing and execution risk. Duke Energy customers to weigh in on proposed 15% rate hike at public hearing
- Negative Sentiment: Security/PR incident: an individual allegedly threatened Duke’s CEO at a commencement event — isolated but a short?term reputational/operational distraction. Man accused of threatening Duke Energy CEO at NC State commencement
Duke Energy Stock Down 1.0%
Duke Energy (NYSE:DUK – Get Free Report) last announced its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.49 by $0.01. The firm had revenue of $7.94 billion during the quarter, compared to analyst estimates of $7.57 billion. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.During the same quarter in the previous year, the business earned $1.66 earnings per share. On average, equities analysts predict that Duke Energy Corporation will post 6.7 EPS for the current year.
Wall Street Analyst Weigh In
DUK has been the topic of several analyst reports. Wall Street Zen raised Duke Energy from a “sell” rating to a “hold” rating in a research note on Saturday, March 28th. UBS Group boosted their price objective on Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. Wells Fargo & Company boosted their price objective on Duke Energy from $135.00 to $136.00 and gave the stock an “equal weight” rating in a research note on Monday, April 20th. Capitol Sec Mgt lowered Duke Energy from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 10th. Finally, Barclays boosted their target price on Duke Energy from $127.00 to $143.00 and gave the company an “overweight” rating in a research report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Duke Energy currently has a consensus rating of “Moderate Buy” and an average target price of $140.25.
Get Our Latest Analysis on DUK
Insider Buying and Selling
In related news, CEO Louis E. Renjel sold 6,800 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was 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 in the company, valued at approximately $2,809,633.69. The trade was a 23.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Regis T. Repko sold 962 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total value of $123,001.32. Following the completion of the sale, the senior vice president owned 3,896 shares of the company’s stock, valued at $498,142.56. The trade was a 19.80% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by insiders.
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.
Further Reading
Want to see what other hedge funds are holding DUK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Duke Energy Corporation (NYSE:DUK – Free Report).
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