Duke Energy Corporation $DUK Shares Purchased by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC grew its holdings in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 128.0% during the third quarter, Holdings Channel.com reports. The institutional investor owned 16,493 shares of the utilities provider’s stock after purchasing an additional 9,260 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Duke Energy were worth $1,880,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Bank of New York Mellon Corp bought a new stake in shares of Duke Energy in the 2nd quarter valued at $605,680,000. Janus Henderson Group PLC lifted its position in shares of Duke Energy by 5,254.4% during the 1st quarter. Janus Henderson Group PLC now owns 2,735,816 shares of the utilities provider’s stock valued at $358,227,000 after acquiring an additional 2,684,721 shares during the period. Cullen Capital Management LLC bought a new position in Duke Energy during the second quarter worth $244,731,000. Great Lakes Advisors LLC bought a new position in Duke Energy during the second quarter worth $100,586,000. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Duke Energy during the second quarter worth $88,657,000. Institutional investors and hedge funds own 65.31% of the company’s stock.

Duke Energy Price Performance

Shares of DUK opened at $127.39 on Friday. Duke Energy Corporation has a 12-month low of $112.40 and a 12-month high of $134.49. The business’s fifty day moving average is $119.11 and its 200 day moving average is $124.26. The company has a quick ratio of 0.43, a current ratio of 0.66 and a debt-to-equity ratio of 1.47. The stock has a market cap of $99.33 billion, a P/E ratio of 18.88, a P/E/G ratio of 2.94 and a beta of 0.36.

Duke Energy (NYSE:DUK – Get Free Report) last posted its quarterly earnings results on Monday, August 3rd. The utilities provider reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.30 by $0.13. The business had revenue of $7.59 billion during the quarter, compared to the consensus estimate of $7.66 billion. Duke Energy had a net margin of 15.78% and a return on equity of 9.78%. Duke Energy’s revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.25 EPS. Sell-side analysts anticipate that Duke Energy Corporation will post 6.72 earnings per share for the current fiscal year.

Duke Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 16th. Shareholders of record on Friday, November 13th will be paid a $1.0850 dividend. This represents a $4.34 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend is Friday, November 13th. Duke Energy’s dividend payout ratio (DPR) is 65.17%.

Duke Energy News Summary

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

  • Positive Sentiment: Duke Energy was highlighted among five high-yield companies that raised their dividend payouts in 2026. Continued dividend growth reinforces the stock’s appeal to income-focused investors and signals confidence in future cash flow. 5 High-Yield Dividend Stocks That Raised Their Payouts in 2026
  • Positive Sentiment: The company plans to seek a large-load tariff in South Carolina, potentially allowing it to better recover infrastructure costs from major electricity users such as data centers and industrial customers. The move could improve revenue visibility and support investment in grid capacity. Duke Energy to Seek Large Load Tariff for South Carolina
  • Positive Sentiment: Duke Energy completed a 74.9-megawatt solar project in Florida, adding regulated renewable capacity and supporting its clean-energy transition. The project may contribute to long-term rate-base growth, although near-term earnings impact is likely limited. Duke Energy Completes Solar Project in Florida
  • Positive Sentiment: Analysts expect earnings growth and see conditions that could support a beat in Duke Energy’s upcoming report, providing a near-term catalyst for the shares. Duke Energy Earnings Expected to Grow
  • Positive Sentiment: Compared with Constellation Energy, Duke Energy offers a higher dividend yield, lower valuation and lower volatility, characteristics that may attract investors seeking defensive exposure rather than maximum growth. CEG vs. DUK
  • Neutral Sentiment: Local reports described outages after vehicle accidents damaged utility equipment. These incidents are operationally routine and appear unlikely to materially affect Duke Energy’s investment outlook, though restoration costs and customer dissatisfaction remain risks. Duke Energy Reports Outages
  • Neutral Sentiment: A contractor was hospitalized after an incident at Oxford Dam, creating a potential safety and liability issue but no reported material financial impact. Duke Energy Contractor Hospitalized
  • Negative Sentiment: A report questioned Duke Energy’s North Carolina electricity-demand forecast. If projected demand growth is overstated, expected rate-base expansion and infrastructure returns could be less compelling. A disputed customer bill also adds limited reputational risk. Report Questions Duke Energy Demand Forecast

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on DUK shares. Mizuho set a $136.00 price target on shares of Duke Energy in a report on Wednesday, August 5th. JPMorgan Chase & Co. cut their price objective on shares of Duke Energy from $137.00 to $130.00 and set a “neutral” rating on the stock in a research report on Tuesday, October 13th. Truist Financial cut their price objective on shares of Duke Energy from $135.00 to $130.00 and set a “buy” rating on the stock in a research report on Monday, October 12th. HSBC initiated coverage on Duke Energy in a research note on Thursday, October 22nd. They issued a “hold” rating and a $123.00 target price for the company. Finally, BTIG Research reaffirmed a “buy” rating on shares of Duke Energy in a research report on Thursday, July 23rd. Nine equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Duke Energy presently has a consensus rating of “Moderate Buy” and an average price target of $132.19.

Check Out Our Latest Analysis on DUK

About Duke Energy

(Free Report)

Duke Energy Corporation is an energy holding company that provides regulated electric and natural gas utility services in the United States. Its electric utilities generate, transmit, distribute and sell electricity to residential, commercial, industrial and other customers. The company’s generation portfolio includes nuclear, natural gas, coal, hydroelectric and renewable energy resources.

Duke Energy serves customers primarily in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky.

Featured Articles

Want to see what other hedge funds are holding DUK? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Duke Energy Corporation (NYSE:DUK – Free Report).

Institutional Ownership by Quarter for Duke Energy (NYSE:DUK)

Receive News & Ratings for Duke Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Duke Energy and related companies with MarketBeat.com's FREE daily email newsletter.