Yousif Capital Management LLC Has $12.43 Million Holdings in Duke Energy Corporation $DUK

Yousif Capital Management LLC cut its position in Duke Energy Corporation (NYSE:DUK) by 4.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 103,998 shares of the utilities provider’s stock after selling 4,638 shares during the quarter. Yousif Capital Management LLC’s holdings in Duke Energy were worth $12,433,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in DUK. Dorato Capital Management acquired a new stake in Duke Energy in the 4th quarter valued at $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Duke Energy in the third quarter valued at $27,000. Lodestone Wealth Management LLC bought a new stake in shares of Duke Energy during the 4th quarter valued at $30,000. Wiser Advisor Group LLC bought a new stake in shares of Duke Energy during the 3rd quarter valued at $34,000. Finally, Bare Financial Services Inc raised its stake in shares of Duke Energy by 211.1% during the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock valued at $35,000 after purchasing an additional 190 shares during the period. 65.31% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Duke Energy news, CEO Louis E. Renjel sold 6,800 shares of the company’s stock in a transaction 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 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Regis T. Repko sold 962 shares of the stock in a transaction 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 sale, the senior vice president owned 3,896 shares of the company’s stock, valued at approximately $498,142.56. This represents a 19.80% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.14% of the stock is owned by corporate insiders.

More Duke Energy News

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

• Positive Sentiment: Barclays raised its price target to $143 and kept an Overweight rating, signaling analyst confidence in upside and the utilities sector outlook; this supports upside momentum for DUK. Barclays Adjusts Price Target on Duke Energy to $143 From $127; Maintains Overweight Rating
• Positive Sentiment: Duke secured approvals and local agreements that clear the way for a multi-billion-dollar gas-fired plant in South Carolina/Anderson County — a near-term catalyst for regulated earnings growth and long-term capacity expansion. Duke Energy (DUK) Secures Approval for South Carolina Gas-Fired Power Plant
• Neutral Sentiment: Duke scheduled Q1 2026 results for May 5 — an upcoming data point that could move the stock if guidance or earnings deviate from expectations. Duke Energy to announce first-quarter 2026 financial results on May 5
• Neutral Sentiment: Long-term grid-modernization plans (up to ~$220B cited in coverage) boost the company’s growth/reliability thesis but imply large capital spending and execution/financing risk that investors should monitor. Can DUK’s Grid Modernization Drive Long-Term Growth and Reliability?
• Negative Sentiment: Customers and local stakeholders are pushing back against a proposed ~15% rate hike for Duke Carolinas, raising regulatory and political risk that could delay cost recovery or force concessions. This is dampening sentiment despite other positives. Customers push back against proposed 15% Duke Carolinas rate hike
• Negative Sentiment: Local opposition and a split county vote (resident concerns highlighted) underscore community and permitting risks for the new plant — factors that could affect timelines/costs. Anderson County Council tax deal vote clears way for Duke Energy plant

Duke Energy Price Performance

NYSE DUK opened at $131.59 on Thursday. The company has a market capitalization 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. The business’s fifty day moving average is $128.36 and its 200 day moving average is $123.76. 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 issued its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 earnings per share for the quarter, topping the consensus estimate of $1.49 by $0.01. The company 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 period in the previous year, the firm posted $1.66 earnings per share. Sell-side analysts predict that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on DUK. Barclays boosted their price objective on shares of Duke Energy from $127.00 to $143.00 and gave the stock an “overweight” rating in a report on Tuesday. Wall Street Zen upgraded Duke Energy from a “sell” rating to a “hold” rating in a report on Saturday, March 28th. Mizuho set a $130.00 price objective on Duke Energy in a report on Tuesday, February 10th. BMO Capital Markets restated an “outperform” rating and issued a $136.00 target price on shares of Duke Energy in a research note on Wednesday, February 11th. Finally, JPMorgan Chase & Co. reduced their target price on Duke Energy from $136.00 to $126.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Nine investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Duke Energy presently has an average rating of “Hold” and an average price target of $138.87.

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.