Zinnia Wealth Advisory LLC Buys New Stake in Duke Energy Corporation $DUK

Posted by Brenda Bartman on Jun 15th, 2026

Zinnia Wealth Advisory LLC acquired a new stake in Duke Energy Corporation (NYSE:DUK – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 7,193 shares of the utilities provider’s stock, valued at approximately $843,000. Duke Energy makes up 0.9% of Zinnia Wealth Advisory LLC’s investment portfolio, making the stock its 24th largest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in Duke Energy by 11.6% in the fourth quarter. Brighton Jones LLC now owns 6,754 shares of the utilities provider’s stock valued at $728,000 after acquiring an additional 700 shares during the period. Empowered Funds LLC lifted its stake in shares of Duke Energy by 19.6% in the 1st quarter. Empowered Funds LLC now owns 23,162 shares of the utilities provider’s stock valued at $2,825,000 after purchasing an additional 3,797 shares during the period. Schnieders Capital Management LLC. boosted its holdings in Duke Energy by 1.0% during the second quarter. Schnieders Capital Management LLC. now owns 31,238 shares of the utilities provider’s stock worth $3,686,000 after buying an additional 315 shares in the last quarter. AXA S.A. grew its position in Duke Energy by 523.4% during the second quarter. AXA S.A. now owns 42,233 shares of the utilities provider’s stock valued at $4,983,000 after buying an additional 35,458 shares during the period. Finally, Nebula Research & Development LLC purchased a new position in Duke Energy in the second quarter valued at $954,000. 65.31% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. JPMorgan Chase & Co. lowered their target price on shares of Duke Energy from $139.00 to $136.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 13th. UBS Group reduced their price target on Duke Energy from $137.00 to $135.00 in a report on Monday, May 11th. Wall Street Zen upgraded Duke Energy from a “sell” rating to a “hold” rating in a research report on Saturday, March 28th. Capitol Sec Mgt lowered Duke Energy from a “strong-buy” rating to a “hold” rating in a report on Friday, April 10th. Finally, Wells Fargo & Company boosted their price objective on Duke Energy from $135.00 to $136.00 and gave the company an “equal weight” rating in a research report on Monday, April 20th. Nine investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Duke Energy currently has a consensus rating of “Moderate Buy” and a consensus price target of $138.93.

Check Out Our Latest Stock Report on Duke Energy

Insider Buying and Selling

In related news, CEO Louis E. Renjel sold 3,500 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $125.15, for a total value of $438,025.00. Following the completion of the transaction, the chief executive officer directly owned 21,415 shares in the company, valued at approximately $2,680,087.25. This represents a 14.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Harry K. Sideris sold 20,000 shares of Duke Energy stock in a transaction on Friday, May 8th. The shares were sold at an average price of $124.37, for a total value of $2,487,400.00. Following the completion of the sale, the chief executive officer owned 96,102 shares in the company, valued at $11,952,205.74. This represents a 17.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by company insiders.

Trending Headlines about Duke Energy

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

Positive Sentiment: Analysts and market commentary are highlighting Duke Energy as a defensive, low-volatility utility pick as inflation jumps and oil prices surge, which can draw investors toward stable dividend names like DUK. 3 Low-Beta Utility Stocks to Buy as Inflation Jumps to Three-Year High
Positive Sentiment: A Seeking Alpha piece argues Duke Energy could keep rising, reinforcing bullish sentiment around the company’s earnings outlook, utility stability, and rate-driven growth profile. Duke Energy: Why This Utility Could Keep Rising
Positive Sentiment: Duke Energy received up to $96 million in federal coal plant grants, which could help offset refurbishment costs and support grid reliability without passing as much expense to customers. How Investors Are Reacting To Duke Energy (DUK) Winning US$96 Million In Federal Coal Plant Grants
Positive Sentiment: Brokerage coverage remains constructive, with Duke Energy carrying an average “Moderate Buy” recommendation. Duke Energy Corporation (NYSE:DUK) Given Average Recommendation of “Moderate Buy” by Brokerages

Duke Energy Stock Performance

Shares of Duke Energy stock opened at $124.91 on Monday. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.66. The business’s 50 day moving average price is $126.16 and its 200 day moving average price is $124.02. The company has a market cap of $97.38 billion, a price-to-earnings ratio of 19.13 and a beta of 0.39. Duke Energy Corporation has a one year low of $113.66 and a one year high of $134.49.

Duke Energy (NYSE:DUK – Get Free Report) last issued its earnings results on Monday, May 4th. The utilities provider reported $1.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.06. The business had revenue of $9.18 billion during the quarter, compared to the consensus estimate of $8.44 billion. Duke Energy had a return on equity of 9.73% and a net margin of 15.49%.The company’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same period last year, the company earned $1.76 EPS. On average, research analysts predict that Duke Energy Corporation will post 6.71 EPS for the current year.

Duke Energy Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Stockholders of record on Friday, May 15th will be paid a $1.065 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $4.26 annualized dividend and a dividend yield of 3.4%. Duke Energy’s dividend payout ratio is 65.24%.

Duke Energy Profile

(Free Report)

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.