Duke Energy Corporation $DUK Shares Bought by BIP Wealth LLC

BIP Wealth LLC grew its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 147.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,924 shares of the utilities provider’s stock after purchasing an additional 4,127 shares during the period. BIP Wealth LLC’s holdings in Duke Energy were worth $812,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Dorato Capital Management acquired a new position in Duke Energy during the 4th quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp acquired a new position in Duke Energy during the 3rd quarter worth approximately $27,000. Lodestone Wealth Management LLC acquired a new position in Duke Energy during the 4th quarter worth approximately $30,000. Wiser Advisor Group LLC acquired a new position in Duke Energy during the 3rd quarter worth approximately $34,000. Finally, Bare Financial Services Inc grew its holdings in shares of Duke Energy by 211.1% in the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after acquiring an additional 190 shares during the period. Institutional investors and hedge funds own 65.31% of the company’s stock.

Trending Headlines about Duke Energy

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

• Positive Sentiment: Anderson County council’s split vote cleared the way for a proposed $2.5 billion Duke Energy plant in Anderson County, a material capital project that could expand generation capacity and support future revenue growth. Anderson County Council tax deal vote clears way for Duke Energy plant
• Positive Sentiment: Barclays raised its price target on DUK to $143 and kept an Overweight rating, providing analyst-level support and potential buying interest from institutional investors. Barclays adjusts price target on Duke Energy to $143
• Positive Sentiment: Duke’s grid-modernization push — including self-healing technology and storm hardening — is being highlighted as a multi-decade growth driver (plans have been described at scale, with large planned spend). These investments should boost reliability and support future rate cases if regulators approve recovery. Can DUK’s Grid Modernization Drive Long-Term Growth and Reliability?
• Positive Sentiment: Sector interest in wind and clean-energy transition keeps utilities like Duke in favor for long-term portfolios, supporting sentiment around DUK’s regulated renewables exposure. Top Wind Energy Stocks to Buy For Long-Term Portfolio Gain
• Neutral Sentiment: Duke will report first-quarter 2026 results on May 5; the upcoming earnings release and management commentary on capex, rate-case timing and outage trends will be a near-term catalyst. Duke Energy to announce first-quarter 2026 financial results on May 5
• Neutral Sentiment: Recent analyst pieces examine Duke’s valuation and recent returns; mixed fair-value estimates underline differing views on growth from grid spend versus rate-case/regulatory risk. Assessing Duke Energy (DUK) Valuation
• Negative Sentiment: Widespread customer pushback and public hearings over proposed rate increases (reports cite proposals of ~15–18% over one-to-two years) are creating political and regulatory friction that could delay approval or reduce the recoverable revenue for planned investments. That pushback is a near-term negative for sentiment and risk premium. Customers push back against proposed 15% Duke Carolinas rate hike
• Negative Sentiment: Local resident concerns and protests tied to new project approvals add execution and permitting uncertainty, which can delay construction timelines and cash flow realization. ENC residents speak out over proposed Duke Energy rate hike

Wall Street Analysts Forecast Growth

DUK has been the topic of a number of research reports. Evercore restated an “in-line” rating and issued a $139.00 price target on shares of Duke Energy in a report on Thursday, March 5th. JPMorgan Chase & Co. lowered their price target on Duke Energy from $136.00 to $126.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Royal Bank Of Canada lowered their price target on Duke Energy from $143.00 to $140.00 and set a “sector perform” rating on the stock in a report on Friday, January 23rd. Barclays upped their price target on Duke Energy from $127.00 to $143.00 and gave the stock an “overweight” rating in a report on Tuesday. Finally, BTIG Research restated a “buy” rating and issued a $141.00 price target on shares of Duke Energy in a report on Friday, January 30th. Nine research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Duke Energy presently has a consensus rating of “Hold” and an average price target of $138.87.

Duke Energy Price Performance

Shares of NYSE:DUK opened at $131.59 on Thursday. The business’s fifty day moving average price is $128.36 and its two-hundred day moving average price is $123.76. The stock has a market cap of $102.39 billion, a PE ratio of 20.82 and a beta of 0.46. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.33 and a current ratio of 0.55. Duke Energy Corporation has a one year low of $111.22 and a one year high of $134.49.

Duke Energy (NYSE:DUK) last announced its earnings results on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.49 by $0.01. The firm had revenue of $7.94 billion for 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 firm earned $1.66 EPS. On average, analysts forecast that Duke Energy Corporation will post 6.33 EPS for the current fiscal year.

Insiders Place Their Bets

In other Duke Energy news, SVP Regis T. Repko sold 962 shares of the stock in a transaction on 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 in the company, valued at approximately $498,142.56. This represents a 19.80% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Louis E. Renjel sold 6,800 shares of the stock in a transaction on Thursday, February 12th. The shares were 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 approximately $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 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.