Duke Energy Corporation $DUK Shares Bought by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC grew its holdings in Duke Energy Corporation (NYSE:DUK) by 912.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,164 shares of the utilities provider’s stock after purchasing an additional 56,023 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in Duke Energy were worth $7,286,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Duke Energy in the third quarter valued at approximately $27,000. Wiser Advisor Group LLC acquired a new position in Duke Energy during the third quarter worth $34,000. Bare Financial Services Inc grew its holdings 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 buying an additional 190 shares in the last quarter. Meeder Asset Management Inc. purchased a new stake in Duke Energy in the 3rd quarter valued at $39,000. Finally, Imprint Wealth LLC acquired a new stake in shares of Duke Energy in the 3rd quarter worth $39,000. 65.31% of the stock is currently owned by hedge funds and other institutional investors.

More Duke Energy News

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

• Positive Sentiment: Duke’s clean-energy programs are gaining traction: the company placed the 10 MW Ebbie Solar project into service in South Carolina and its Renewable Choice program exceeded initial enrollment targets, supporting longer‑term growth in renewables. Duke Energy helps customers in South Carolina advance sustainability goals through expanded clean energy initiatives
• Positive Sentiment: Duke Energy Foundation announced grants to support lineworker training at several colleges and $500,000 for storm preparedness in North Carolina — initiatives that can ease operational risk and support reliability. Duke Energy partners with colleges to train next generation of lineworkers
• Positive Sentiment: Investor pieces highlighting Duke’s dividend appeal, infrastructure and renewable investment plans are drawing buyer interest, reinforcing the company’s long‑term utility income thesis. Here’s Why You Should Add Duke Energy Stock to Your Portfolio Now
• Neutral Sentiment: Duke rolled out customer-facing tools like the Usage Alerts program in Florida to help customers anticipate bills ahead of summer — a customer-relations and demand-management move that may blunt complaints if adopted broadly. Monitor energy use with alerts – ahead of the summer heat
• Neutral Sentiment: Duke publicly responded to a large customer petition calling for an audit of rates after high winter bills; the company’s response and any regulator engagement will matter for near‑term sentiment but outcomes are uncertain. Duke Energy responds to petition calling for bill audit
• Negative Sentiment: A massive power outage prompted multiple local reports; ongoing investigations into the cause raise short‑term reliability concerns and could weigh on sentiment and regulatory scrutiny. Duke Energy addressing cause of massive power outage
• Negative Sentiment: Nearly 50,000 customers signed petitions and local stories document spikes in winter bills, driving calls for audits and political/regulatory attention — a catalyst for investor concern about rate cases and reputational risk. Customers petition for audit of Duke Energy’s electric rates following sky-high winter bills
• Negative Sentiment: Regulatory pressure and customer backlash come as Duke faces plans to expand some fossil‑fuel capacity to meet rising demand — drawing criticism that could complicate permitting, permitting timelines and ESG perceptions. Duke Energy plan draws criticism for expanding fossil fuels to meet rising demand
• Negative Sentiment: Reports indicate Duke Energy Ohio may raise rates twice before summer, which signals utility revenue recovery but also higher customer bills and potential regulatory scrutiny across jurisdictions. Duke Energy Ohio Rates Expected to Rise Twice Before Summer

Duke Energy Stock Down 2.2%

Shares of NYSE:DUK opened at $126.95 on Friday. The company has a market capitalization of $98.73 billion, a price-to-earnings ratio of 20.09 and a beta of 0.50. Duke Energy Corporation has a 12-month low of $111.22 and a 12-month high of $134.49. The business has a 50-day moving average price of $125.33 and a 200 day moving average price of $122.92. 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 (NYSE:DUK) last posted 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. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. The company had revenue of $7.94 billion for the quarter, compared to analysts’ expectations of $7.57 billion. During the same quarter in the prior year, the company posted $1.66 earnings per share. Sell-side analysts expect that Duke Energy Corporation will post 6.33 EPS for the current year.

Duke Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 13th were given a dividend of $1.065 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.4%. Duke Energy’s dividend payout ratio (DPR) is presently 67.41%.

Insider Activity at Duke Energy

In related news, CEO Louis E. Renjel sold 6,800 shares of the business’s stock in a transaction 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 approximately $2,809,633.69. The trade was a 23.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Regis T. Repko sold 962 shares of the stock in a transaction dated 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 in the company, valued at approximately $498,142.56. The trade was a 19.80% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.14% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on DUK. BMO Capital Markets reissued an “outperform” rating and set a $136.00 price target on shares of Duke Energy in a research report on Wednesday, February 11th. Evercore restated an “in-line” rating and set a $139.00 price objective on shares of Duke Energy in a research report on Thursday, March 5th. Wall Street Zen downgraded shares of Duke Energy from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Duke Energy in a research note on Monday, December 29th. Finally, Wells Fargo & Company raised their price target on shares of Duke Energy from $115.00 to $135.00 and gave the stock an “equal weight” rating in a report on Wednesday, March 4th. Nine investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $137.80.

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.