Duke Energy Corporation $DUK Shares Acquired by Sargent Investment Group LLC

Posted by Brenda Bartman on Jun 15th, 2026

Sargent Investment Group LLC increased its holdings in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 17.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 33,679 shares of the utilities provider’s stock after acquiring an additional 5,029 shares during the period. Sargent Investment Group LLC’s holdings in Duke Energy were worth $3,948,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of DUK. Dorato Capital Management acquired a new stake in Duke Energy in the fourth quarter valued at approximately $26,000. Evolution Wealth Management Inc. raised its stake in shares of Duke Energy by 1,111.1% during the 4th quarter. Evolution Wealth Management Inc. now owns 218 shares of the utilities provider’s stock worth $26,000 after buying an additional 200 shares during the period. KERR FINANCIAL PLANNING Corp acquired a new position in shares of Duke Energy during the 3rd quarter worth approximately $27,000. Triumph Capital Management lifted its position in shares of Duke Energy by 68.6% during the 4th quarter. Triumph Capital Management now owns 231 shares of the utilities provider’s stock valued at $27,000 after buying an additional 94 shares in the last quarter. Finally, Cornerstone Financial Management LLC acquired a new stake in Duke Energy in the 4th quarter valued at $28,000. Institutional investors and hedge funds own 65.31% of the company’s stock.

Insider Activity

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

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. BMO Capital Markets cut their price target on shares of Duke Energy from $139.00 to $138.00 in a report on Wednesday, May 6th. Morgan Stanley dropped their target price on shares of Duke Energy from $141.00 to $132.00 in a research report on Thursday, May 21st. Jefferies Financial Group cut their target price on shares of Duke Energy from $143.00 to $138.00 in a research note on Monday, May 11th. UBS Group decreased their price target on shares of Duke Energy from $137.00 to $135.00 in a research note on Monday, May 11th. Finally, BTIG Research reiterated a “buy” rating and set a $139.00 price objective on shares of Duke Energy in a research note on Tuesday, June 2nd. Nine analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, Duke Energy has a consensus rating of “Moderate Buy” and a consensus target price of $138.93.

Get Our Latest Analysis on Duke Energy

Duke Energy Stock Down 0.0%

NYSE:DUK opened at $124.91 on Monday. The stock’s fifty day moving average is $126.16 and its two-hundred day moving average is $124.02. Duke Energy Corporation has a 52 week low of $113.66 and a 52 week high of $134.49. The stock has a market capitalization of $97.38 billion, a price-to-earnings ratio of 19.13 and a beta of 0.39. The company has a quick ratio of 0.44, a current ratio of 0.66 and a debt-to-equity ratio of 1.45.

Duke Energy (NYSE:DUK – Get Free Report) last issued its quarterly 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. Duke Energy had a net margin of 15.49% and a return on equity of 9.73%. The company had revenue of $9.18 billion for the quarter, compared to analyst estimates of $8.44 billion. During the same period in the prior year, the firm earned $1.76 earnings per share. The business’s revenue for the quarter was up 11.3% compared to the same quarter last year. Research analysts anticipate that Duke Energy Corporation will post 6.71 EPS for the current year.

Duke Energy Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 16th. Investors of record on Friday, May 15th will be issued a $1.065 dividend. The ex-dividend date is Friday, May 15th. This represents a $4.26 dividend on an annualized basis and a yield of 3.4%. Duke Energy’s dividend payout ratio (DPR) is 65.24%.

Key Stories Impacting 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 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.