6,293 Shares in Duke Energy Corporation $DUK Purchased by XY Planning Network Inc.

XY Planning Network Inc. bought a new stake in Duke Energy Corporation (NYSE:DUK) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm bought 6,293 shares of the utilities provider’s stock, valued at approximately $738,000.

Several other hedge funds have also recently bought and sold shares of DUK. ANTIPODES PARTNERS Ltd bought a new position in Duke Energy in the 3rd quarter valued at about $86,309,000. Assenagon Asset Management S.A. increased its holdings in Duke Energy by 448.9% in the 3rd quarter. Assenagon Asset Management S.A. now owns 826,296 shares of the utilities provider’s stock valued at $102,254,000 after buying an additional 675,768 shares during the period. Vanguard Group Inc. increased its holdings in Duke Energy by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 76,301,165 shares of the utilities provider’s stock valued at $9,442,269,000 after buying an additional 584,382 shares during the period. Caisse de depot et placement du Quebec increased its holdings in Duke Energy by 19.1% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 2,613,595 shares of the utilities provider’s stock valued at $323,432,000 after buying an additional 419,992 shares during the period. Finally, Franklin Resources Inc. increased its holdings in Duke Energy by 4.1% in the 3rd quarter. Franklin Resources Inc. now owns 7,281,986 shares of the utilities provider’s stock valued at $901,146,000 after buying an additional 288,499 shares during the period. 65.31% of the stock is owned by institutional investors.

Duke Energy Stock Down 1.3%

Shares of NYSE DUK opened at $128.04 on Thursday. The company has a market capitalization of $99.63 billion, a P/E ratio of 20.26 and a beta of 0.46. Duke Energy Corporation has a 52-week low of $111.22 and a 52-week high of $134.49. 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 company’s 50 day moving average price is $129.31 and its 200-day moving average price is $124.04.

Duke Energy (NYSE:DUK) last issued its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $7.94 billion for the quarter, compared to the consensus estimate of $7.57 billion. During the same quarter in the previous year, the company earned $1.66 EPS. Equities analysts forecast that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. Wall Street Zen raised shares of Duke Energy from a “sell” rating to a “hold” rating in a report on Saturday, March 28th. Wells Fargo & Company lifted their price target on shares of Duke Energy from $115.00 to $135.00 and gave the company an “equal weight” rating in a report on Wednesday, March 4th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Duke Energy in a report on Monday, December 29th. UBS Group lifted their price target on shares of Duke Energy from $136.00 to $140.00 in a report on Monday, March 9th. Finally, Royal Bank Of Canada cut their target price on shares of Duke Energy from $143.00 to $140.00 and set a “sector perform” rating on the stock in a research report on Friday, January 23rd. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $140.20.

Insider Buying and Selling at Duke Energy

In other news, SVP Regis T. Repko sold 962 shares of the company’s 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 completion of the sale, the senior vice president owned 3,896 shares in the company, valued at $498,142.56. This represents a 19.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Louis E. Renjel sold 6,800 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $127.67, for a total transaction of $868,156.00. Following the transaction, the chief executive officer owned 22,007 shares of the company’s stock, valued at approximately $2,809,633.69. The trade was a 23.61% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.12% of the company’s stock.

More Duke Energy News

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

• Positive Sentiment: JPMorgan raised its price target on DUK to $139 (from $138), keeping a neutral rating — a modest analyst upgrade that provides some upward support for the share price. MarketScreener
• Positive Sentiment: Duke appears in a utilities income-roundup as a dividend-oriented pick, which can attract yield-focused investors and provide baseline demand for the shares. 247WallSt Article
• Neutral Sentiment: Duke Energy is investing $600,000 in North Carolina workforce training programs (community colleges and partners) — a long-term operational positive but unlikely to move the stock near-term. Yahoo Finance
• Neutral Sentiment: Multiple local grants from the Duke Energy Foundation (community nonprofits, $50K awards, food/mental-health/housing support) boost PR and community relations but have minimal direct financial impact. WBIW
• Neutral Sentiment: Duke will hold its annual shareholders meeting online May 7 — a governance item investors should note but not price-moving by itself. Yahoo Finance Meeting Notice
• Negative Sentiment: Duke filed with the North Carolina Utilities Commission to recover more than $800M in winter fuel and purchased-power costs; while recovery would preserve margins, the request has drawn regulatory and political scrutiny that increases execution risk and short-term uncertainty. Reuters
• Negative Sentiment: Coverage highlights that customers may pay more and that state leaders (including Gov. Stein) are urging action from the utilities commission — a sign of possible public/political pushback that could delay or limit recovery. MSN

Duke Energy 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.