Duke Energy Corporation $DUK Shares Acquired by Sequoia Financial Advisors LLC

Posted by Brenda Bartman on Jul 13th, 2026

Sequoia Financial Advisors LLC raised its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 14.2% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 54,765 shares of the utilities provider’s stock after purchasing an additional 6,803 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Duke Energy were worth $7,171,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the company. Relyea Zuckerberg Hanson LLC boosted its holdings in shares of Duke Energy by 18.0% in the 1st quarter. Relyea Zuckerberg Hanson LLC now owns 4,003 shares of the utilities provider’s stock valued at $524,000 after buying an additional 610 shares during the period. KLCM Advisors Inc. raised its position in shares of Duke Energy by 1.5% during the 1st quarter. KLCM Advisors Inc. now owns 6,927 shares of the utilities provider’s stock worth $907,000 after purchasing an additional 100 shares during the period. Kornitzer Capital Management Inc. KS bought a new stake in shares of Duke Energy in the 1st quarter worth approximately $260,000. Costello Asset Management INC boosted its position in Duke Energy by 7.2% during the 1st quarter. Costello Asset Management INC now owns 5,210 shares of the utilities provider’s stock valued at $682,000 after purchasing an additional 351 shares during the period. Finally, Stiles Financial Services Inc grew its stake in Duke Energy by 4.4% during the 1st quarter. Stiles Financial Services Inc now owns 26,554 shares of the utilities provider’s stock worth $3,477,000 after buying an additional 1,121 shares during the last quarter. 65.31% of the stock is currently owned by institutional investors.

Key Stories Impacting Duke Energy

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

Positive Sentiment: Duke Energy Florida said it will deliver $50 million in customer savings and avoid a planned 2027 base rate increase by accelerating the return of tax credits tied to its battery storage system, reinforcing the company’s ability to manage rates and support customers. Duke Energy Florida delivers $50 million in customer savings, avoids 2027 base rate increase through innovative tax strategy
Positive Sentiment: Multiple market write-ups highlighted Duke Energy as a stable, cash-generating utility with solid sales growth, favorable valuation metrics, and stronger revenue consistency than some peers, which can support investor confidence in the stock. Invest in These 3 Sales Growth Stocks for Robust Returns
Positive Sentiment: Coverage comparing Duke Energy with other utilities suggested the company has held up well versus the sector this year, underscoring its defensive appeal relative to peers. Has Duke Energy (DUK) Outpaced Other Utilities Stocks This Year?
Neutral Sentiment: Articles about Duke Energy’s customer bill assistance and free home inspections are favorable from a public-relations standpoint, but they are unlikely to materially affect near-term earnings or valuation. Duke Energy to provide credit assistance for customers
Neutral Sentiment: Broader industry reporting on surging data-center power demand and equipment shortages could eventually benefit utilities like Duke Energy through higher load growth, but it also signals higher costs and longer lead times, making the near-term impact mixed. US power companies scramble to secure equipment as surging data center demand strains supplies
Negative Sentiment: Duke Energy is still facing regulatory pushback in North Carolina after reducing its requested residential rate hike, which keeps pressure on the company’s ability to win approval for higher rates. Duke reduces rate hike request, still faces regulator pushback

Wall Street Analysts Forecast Growth

DUK has been the topic of a number of recent research reports. Evercore raised their target price on Duke Energy from $139.00 to $140.00 in a research note on Monday, May 11th. Barclays dropped their price objective on shares of Duke Energy from $143.00 to $134.00 and set an “overweight” rating on the stock in a report on Thursday, June 18th. Capitol Sec Mgt downgraded shares of Duke Energy from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 10th. Mizuho decreased their target price on shares of Duke Energy from $139.00 to $135.00 and set an “outperform” rating for the company in a research report on Thursday, June 18th. Finally, Wall Street Zen raised Duke Energy from a “sell” rating to a “hold” rating in a report on Saturday, March 28th. Nine analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $138.33.

View Our Latest Stock Report on Duke Energy

Duke Energy Stock Performance

DUK opened at $125.47 on Monday. The business has a 50 day moving average price of $124.95 and a two-hundred day moving average price of $125.18. 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 company has a market capitalization of $97.81 billion, a price-to-earnings ratio of 19.21 and a beta of 0.38. 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 data on Monday, May 4th. The utilities provider reported $1.93 EPS for the quarter, topping analysts’ consensus estimates of $1.87 by $0.06. The company had revenue of $9.18 billion for the quarter, compared to the consensus estimate of $8.44 billion. Duke Energy had a return on equity of 9.73% and a net margin of 15.49%.The company’s quarterly revenue was up 11.3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.76 EPS. Research analysts predict that Duke Energy Corporation will post 6.71 EPS for the current fiscal year.

Duke Energy Announces Dividend

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

Insider Activity

In related news, CEO Louis E. Renjel sold 3,500 shares of the 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 sale, the chief executive officer directly owned 21,415 shares of the company’s stock, valued at $2,680,087.25. This represents a 14.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Harry K. Sideris sold 20,000 shares of Duke Energy stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 96,102 shares in the company, valued at approximately $11,952,205.74. This trade represents a 17.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company 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.