Cornerstone Planning LLC Acquires New Stake in Duke Energy Corporation $DUK

Posted by Brenda Bartman on Jun 21st, 2026

Cornerstone Planning LLC bought a new position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm bought 14,129 shares of the utilities provider’s stock, valued at approximately $1,602,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Basso Capital Management L.P. bought a new stake in shares of Duke Energy during the 4th quarter valued at about $25,000. Dorato Capital Management bought a new position in shares of Duke Energy in the fourth quarter worth approximately $26,000. Evolution Wealth Management Inc. raised its stake in Duke Energy by 1,111.1% in the fourth quarter. Evolution Wealth Management Inc. now owns 218 shares of the utilities provider’s stock valued at $26,000 after purchasing an additional 200 shares in the last quarter. KERR FINANCIAL PLANNING Corp purchased a new stake in Duke Energy in the third quarter valued at approximately $27,000. Finally, Triumph Capital Management lifted its position in Duke Energy by 68.6% during the fourth quarter. Triumph Capital Management now owns 231 shares of the utilities provider’s stock valued at $27,000 after purchasing an additional 94 shares during the last quarter. Hedge funds and other institutional investors own 65.31% of the company’s stock.

Duke Energy Stock Down 0.0%

Shares of NYSE DUK opened at $123.84 on Friday. Duke Energy Corporation has a one year low of $113.89 and a one year high of $134.49. 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 firm’s 50 day simple moving average is $125.43 and its two-hundred day simple moving average is $124.06. The stock has a market capitalization of $96.55 billion, a P/E ratio of 18.97 and a beta of 0.39.

Duke Energy (NYSE:DUK – Get Free Report) last announced its quarterly earnings data on Monday, May 4th. The utilities provider reported $1.93 earnings per share 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 firm had revenue of $9.18 billion during the quarter, compared to analyst estimates of $8.44 billion. During the same period in the previous year, the business posted $1.76 EPS. The business’s quarterly revenue was up 11.3% on a year-over-year basis. As a group, analysts expect that Duke Energy Corporation will post 6.71 EPS for the current fiscal year.

Duke Energy Dividend Announcement

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

Duke Energy News Summary

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

Analysts Set New Price Targets

DUK has been the subject of a number of research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Duke Energy in a research note on Monday, May 4th. UBS Group lowered their price objective on shares of Duke Energy from $137.00 to $135.00 in a research report on Monday, May 11th. Capitol Sec Mgt downgraded shares of Duke Energy from a “strong-buy” rating to a “hold” rating in a report on Friday, April 10th. Barclays cut their target price 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. Finally, Jefferies Financial Group lowered their price target on Duke Energy from $143.00 to $138.00 in a research report on Monday, May 11th. Nine research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $138.07.

Get Our Latest Report on Duke Energy

Insider Buying and Selling at Duke Energy

In other news, CEO Louis E. Renjel sold 3,500 shares of Duke Energy stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $125.15, for a total value of $438,025.00. Following the transaction, the chief executive officer owned 21,415 shares in the company, valued at approximately $2,680,087.25. The trade was a 14.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Harry K. Sideris sold 20,000 shares of Duke Energy stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $124.37, for a total value of $2,487,400.00. Following the completion of the transaction, the chief executive officer owned 96,102 shares in the company, valued at approximately $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. Insiders own 0.12% of the company’s stock.

Duke Energy Company 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.