AlphaCore Capital LLC Boosts Position in Duke Energy Corporation $DUK

AlphaCore Capital LLC raised its stake in Duke Energy Corporation (NYSE:DUK) by 65.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,810 shares of the utilities provider’s stock after purchasing an additional 3,898 shares during the period. AlphaCore Capital LLC’s holdings in Duke Energy were worth $1,214,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of DUK. Pflug Koory LLC lifted its position in Duke Energy by 3.0% in the third quarter. Pflug Koory LLC now owns 2,694 shares of the utilities provider’s stock valued at $333,000 after acquiring an additional 79 shares during the last quarter. WealthShield Partners LLC grew its holdings 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 during the last quarter. Cypress Wealth Services LLC increased its position 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 worth $625,000 after purchasing an additional 82 shares in the last quarter. EWA LLC lifted its holdings in shares of Duke Energy by 3.9% in the 3rd quarter. EWA LLC now owns 2,203 shares of the utilities provider’s stock valued at $273,000 after purchasing an additional 82 shares during the last quarter. Finally, Blossom Wealth Management boosted its position in shares of 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 purchasing an additional 85 shares during the period. Hedge funds and other institutional investors own 65.31% of the company’s stock.

Insider Activity

In related news, CEO Louis E. Renjel sold 6,800 shares of the company’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 sale, the chief executive officer owned 22,007 shares in the company, valued at $2,809,633.69. This represents a 23.61% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Regis T. Repko sold 962 shares of Duke Energy stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $127.86, for a total value of $123,001.32. Following the transaction, the senior vice president directly owned 3,896 shares of the company’s stock, valued at approximately $498,142.56. This represents a 19.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.14% of the company’s stock.

Duke Energy Stock Up 0.2%

DUK opened at $129.25 on Friday. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.55 and a quick ratio of 0.33. Duke Energy Corporation has a 12 month low of $111.22 and a 12 month high of $130.03. The stock has a market capitalization of $100.51 billion, a P/E ratio of 20.45, a P/E/G ratio of 2.80 and a beta of 0.51. The business has a 50 day simple moving average of $120.80 and a 200-day simple moving average of $122.06.

Duke Energy (NYSE:DUK) last released its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.01. The firm had revenue of $7.94 billion during the quarter, compared to analysts’ expectations 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 prior year, the business posted $1.66 earnings per share. On average, equities analysts anticipate that Duke Energy Corporation will post 6.33 earnings per share for the current fiscal year.

Duke Energy Announces Dividend

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

Trending Headlines about Duke Energy

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

• Positive Sentiment: Morgan Stanley raised its price target on DUK from $130 to $139 (keeps Equal Weight), signaling modest analyst confidence in upside to valuation. Morgan Stanley Retains an Equal Weight Rating on Duke Energy Corporation (DUK)
• Positive Sentiment: Duke is expanding microgrid projects, virtual power plant participation (home solar/battery) and committed $500k in environmental grants — moves that support long‑term demand, grid resilience and regulatory goodwill. Assessing Duke Energy (DUK) Valuation After New Grid Projects And Environmental Grants
• Positive Sentiment: Duke announced a quarterly dividend ($1.065) maintaining a ~3.3% yield — supports income investors and reduces downside from income-driven selling. Duke Energy Stock / Dividend
• Positive Sentiment: Reports that Duke’s nuclear fleet set a reliability record in the Carolinas bolster operating stability and capacity availability. Duke Energy’s Nuclear Fleet Reliability Record
• Neutral Sentiment: Consumer/market writeups include Duke on dividend/utility stock lists tied to AI/grid upgrade themes — increases investor interest but not an immediate catalyst. 4 Dividend Stocks to Double Up On Right Now
• Neutral Sentiment: Small local charitable donations reported (e.g., $10K to a community center) — positive PR but immaterial to fundamentals. Duke Energy Donates $10K
• Negative Sentiment: Customer billing issues in Greater Cincinnati — many customers saw unexpectedly higher bills linked to a reported $14M billing error, increasing political/regulatory scrutiny and potential reputational damage. Greater Cincinnati customers surprised by higher Duke Energy bills this month
• Negative Sentiment: Regulatory change: Duke will replace its ‘gas cost recovery’ charge with a ‘standard service offer’ — this could alter fuel-cost pass‑through mechanics and near‑term cashflow dynamics. Duke Energy to replace ‘gas cost recovery’ charge with ‘standard service offer’
• Negative Sentiment: Regulatory pressure rising: Indiana opened an affordability inquiry and reporting expects a spike in disconnections after winter storms — both increase regulatory and collection risk. Indiana Utility Regulatory Commission launching an inquiry into energy affordability Spike in Duke Energy disconnections anticipated
• Negative Sentiment: Insider selling: SVP Regis Repko sold 962 shares on Feb 24; broader reports show multiple senior insiders reduced holdings — can be perceived negatively by some investors. Regis Repko Sells 962 Shares SEC Filing
• Negative Sentiment: Short interest rose ~27.7% in February to ~17.17M shares (~2.2% of float), increasing potential downward pressure and catalyst-driven volatility. MarketBeat DUK

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Royal Bank Of Canada reduced 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. The Goldman Sachs Group upped their price target on shares of Duke Energy from $141.00 to $142.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Morgan Stanley set a $139.00 price target on shares of Duke Energy in a research note on Friday, February 20th. Barclays dropped their price objective on shares of Duke Energy from $135.00 to $127.00 and set an “overweight” rating on the stock in a research note on Thursday, January 15th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Duke Energy from $136.00 to $126.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Eleven investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $135.75.

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.