Duke Energy Corporation $DUK Shares Sold by Arizona State Retirement System

Arizona State Retirement System cut its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 3.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 219,098 shares of the utilities provider’s stock after selling 7,925 shares during the period. Arizona State Retirement System’s holdings in Duke Energy were worth $25,680,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of DUK. Mowery & Schoenfeld Wealth Management LLC grew its position in shares of Duke Energy by 300.0% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 280 shares of the utilities provider’s stock valued at $33,000 after purchasing an additional 210 shares during the period. AGP Franklin LLC grew its position in shares of Duke Energy by 1.4% in the fourth quarter. AGP Franklin LLC now owns 15,752 shares of the utilities provider’s stock valued at $1,846,000 after purchasing an additional 224 shares during the period. Diversified Enterprises LLC grew its position in shares of Duke Energy by 68.2% in the fourth quarter. Diversified Enterprises LLC now owns 4,066 shares of the utilities provider’s stock valued at $477,000 after purchasing an additional 1,649 shares during the period. WPG Advisers LLC grew its position in shares of Duke Energy by 31.7% in the fourth quarter. WPG Advisers LLC now owns 1,044 shares of the utilities provider’s stock valued at $122,000 after purchasing an additional 251 shares during the period. Finally, Outfitters Financial LLC grew its position in shares of Duke Energy by 1.3% in the fourth quarter. Outfitters Financial LLC now owns 11,215 shares of the utilities provider’s stock valued at $1,315,000 after purchasing an additional 140 shares during the period. 65.31% of the stock is currently owned by institutional investors and hedge funds.

Duke Energy News Roundup

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

• Positive Sentiment: U.S. Nuclear Regulatory Commission approved a 20‑year license renewal for the Robinson nuclear plant (extends operation to 2050), preserving a low‑cost, dispatchable generation source and supporting regional reliability and long‑term cash generation. This reduces the risk of near‑term capacity shortfalls and can support regulatory rate cases. Read More.
• Positive Sentiment: Truist upgraded DUK to “strong‑buy,” a vote of confidence from the sell‑side that may attract momentum buyers and supports sentiment despite mixed analyst notes. Read More.
• Neutral Sentiment: BMO lowered its price target to $139 from $143 but kept an “outperform” rating — slightly reducing modeled upside while maintaining a constructive view on the name. That modest target trim may cap some upside but keeps the stock in positive analyst territory. Read More.
• Neutral Sentiment: Duke’s foundation announced ~ $618k in Earth Day grants and other community investments (North Carolina/South Carolina), and the company received an Arbor Day Foundation Tree Line USA award — positive PR/ESG signals but limited direct near‑term earnings impact. Read More.
• Neutral Sentiment: Tree care recognition (Arbor Day Foundation) reinforces vegetation‑management credentials and resilience efforts; reputationally positive but unlikely to move fundamentals materially. Read More.
• Negative Sentiment: Public criticism over the CEO’s reported ~$22M pay package as Duke seeks rate increases could galvanize political and regulatory scrutiny in rate cases — a reputational and regulatory headline risk that can pressure sentiment and complicate approvals. Read More.
• Negative Sentiment: A Morgan Stanley note is pessimistic on DUK, which could weigh on investor sentiment if followed by additional downgrades or negative revisions to growth/ROE assumptions. Read More.

Duke Energy Stock Performance

NYSE DUK opened at $128.09 on Friday. The stock’s fifty day moving average is $129.74 and its two-hundred day moving average is $124.21. The firm has a market capitalization of $99.67 billion, a P/E ratio of 20.27 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 fifty-two week low of $111.22 and a fifty-two week high of $134.49.

Duke Energy (NYSE:DUK) last released its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, beating analysts’ consensus estimates of $1.49 by $0.01. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.The firm had revenue of $7.94 billion for the quarter, compared to analysts’ expectations of $7.57 billion. During the same period in the prior year, the firm posted $1.66 earnings per share. On average, research analysts anticipate that Duke Energy Corporation will post 6.7 earnings per share for the current year.

Insider Buying and Selling

In other news, SVP Regis T. Repko sold 962 shares of the company’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 transaction, the senior vice president directly 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 legal filing with the SEC, which can be accessed through this hyperlink. Also, 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 transaction of $868,156.00. Following the completion of the transaction, the chief executive officer owned 22,007 shares in the company, valued at approximately $2,809,633.69. This represents a 23.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.12% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. UBS Group increased their price objective on Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. Capitol Sec Mgt cut shares of Duke Energy from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 10th. Truist Financial started coverage on shares of Duke Energy in a research note on Monday. They set a “buy” rating and a $142.00 target price on the stock. Barclays lifted their target price on shares of Duke Energy from $127.00 to $143.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 7th. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $140.25.

Duke Energy Company 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.