Physicians Financial Services Inc. Grows Holdings in Duke Energy Corporation $DUK

Posted by George Bondi on Jun 21st, 2026

Physicians Financial Services Inc. grew its position in Duke Energy Corporation (NYSE:DUK – Free Report) by 16.2% in the first quarter, HoldingsChannel reports. The fund owned 40,736 shares of the utilities provider’s stock after acquiring an additional 5,689 shares during the quarter. Duke Energy accounts for about 1.5% of Physicians Financial Services Inc.’s portfolio, making the stock its 17th largest position. Physicians Financial Services Inc.’s holdings in Duke Energy were worth $5,334,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Mill Creek Capital Advisors LLC grew its holdings in Duke Energy by 4.6% in the third quarter. Mill Creek Capital Advisors LLC now owns 1,854 shares of the utilities provider’s stock valued at $229,000 after purchasing an additional 82 shares during the period. A4 Wealth Advisors LLC lifted its position in shares of Duke Energy by 3.3% during the 4th quarter. A4 Wealth Advisors LLC now owns 2,597 shares of the utilities provider’s stock valued at $304,000 after buying an additional 82 shares in the last quarter. Elm Partners Management LLC lifted its position in shares of Duke Energy by 0.9% during the 4th quarter. Elm Partners Management LLC now owns 9,254 shares of the utilities provider’s stock valued at $1,085,000 after buying an additional 83 shares in the last quarter. CYBER HORNET ETFs LLC grew its stake in Duke Energy by 4.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 2,113 shares of the utilities provider’s stock valued at $261,000 after acquiring an additional 83 shares during the period. Finally, Legacy Wealth Managment LLC ID increased its holdings in Duke Energy by 35.0% in the 4th quarter. Legacy Wealth Managment LLC ID now owns 324 shares of the utilities provider’s stock worth $38,000 after acquiring an additional 84 shares in the last quarter. Hedge funds and other institutional investors own 65.31% of the company’s stock.

Insider Buying and Selling at Duke Energy

In related news, CEO Louis E. Renjel sold 3,500 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $125.15, for a total value of $438,025.00. Following the completion of the sale, the chief executive officer owned 21,415 shares of the company’s stock, 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 document filed with the SEC, which can be accessed through this link. Also, CEO Harry K. Sideris sold 20,000 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $124.37, for a total transaction of $2,487,400.00. Following the sale, the chief executive officer owned 96,102 shares of the company’s stock, valued at approximately $11,952,205.74. The trade was a 17.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is owned by insiders.

More Duke Energy News

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

Positive Sentiment: Duke Energy is being highlighted as one of the large-cap dividend stocks that retirees are quietly buying, reinforcing its appeal as a steady income name for investors looking for yield and defensive cash flow. 3 Stocks Retirees Are Quietly Loading Up on in June
Positive Sentiment: Another article also grouped Duke Energy with other utility stocks viewed as sources of passive income, which may support investor interest in the stock’s defensive dividend profile. 3 Utility Stocks For Years of Passive Income
Positive Sentiment: Mizuho lowered its price target on Duke Energy only modestly to $135 from $139 while keeping an outperform rating, suggesting analysts still see upside from current levels. Mizuho PT Lowered to $135 at Mizuho
Neutral Sentiment: Duke Energy Florida issued a customer energy-use reminder ahead of summer, which is routine utility communications and not likely to materially move the stock. Summer starts June 21: Duke Energy Florida highlights five key appliances to help customers manage energy use
Neutral Sentiment: Several local outage reports and safety demonstrations are operational headlines that reflect day-to-day utility issues rather than a major change in Duke Energy’s earnings outlook. Duke Energy: Hundreds of customers without power in Greenville County
Negative Sentiment: Coverage about a regulator sitting out Duke Energy carbon plan decisions and a separate story about a city examining whether to leave the utility add a bit of regulatory and political uncertainty. Pro-coal state regulator won’t participate in Duke Energy Carbon Plan decisions
Negative Sentiment: Recent trading commentary noted that Duke Energy has been declining more than the broader market, indicating some near-term pressure on shares. Duke Energy (DUK) Declines More Than Market: Some Information for Investors

Duke Energy Trading Down 0.0%

Shares of Duke Energy stock opened at $123.84 on Friday. The company has a debt-to-equity ratio of 1.45, a current ratio of 0.66 and a quick ratio of 0.44. The stock’s 50 day simple moving average is $125.43 and its 200-day simple moving average is $124.06. The stock has a market cap of $96.55 billion, a P/E ratio of 18.97 and a beta of 0.39. Duke Energy Corporation has a 1-year low of $113.89 and a 1-year high of $134.49.

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

Duke Energy Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Friday, May 15th were paid a $1.065 dividend. The ex-dividend date of this dividend was Friday, May 15th. 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 65.24%.

Analyst Ratings Changes

A number of equities analysts have weighed in on DUK shares. Barclays reduced their price objective on shares of Duke Energy from $143.00 to $134.00 and set an “overweight” rating for the company in a research report on Thursday. Evercore boosted their target price on shares of Duke Energy from $139.00 to $140.00 in a research note on Monday, May 11th. JPMorgan Chase & Co. reduced their price target on shares of Duke Energy from $139.00 to $136.00 and set a “neutral” rating for the company in a research report on Wednesday, May 13th. Morgan Stanley reduced their price target on shares of Duke Energy from $141.00 to $132.00 in a research report on Thursday, May 21st. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Duke Energy in a report on Monday, May 4th. Nine research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Duke Energy presently has a consensus rating of “Moderate Buy” and a consensus target price of $138.07.

Get Our Latest Report on DUK

About Duke Energy

(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.