Capital Wealth Planning LLC Has $302.43 Million Holdings in Duke Energy Corporation $DUK

Capital Wealth Planning LLC raised its position in shares of Duke Energy Corporation (NYSE:DUK) by 9.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,443,886 shares of the utilities provider’s stock after buying an additional 209,252 shares during the period. Duke Energy comprises 2.1% of Capital Wealth Planning LLC’s portfolio, making the stock its 20th biggest position. Capital Wealth Planning LLC owned about 0.31% of Duke Energy worth $302,431,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Farther Finance Advisors LLC boosted its stake in shares of Duke Energy by 37.7% during the 3rd quarter. Farther Finance Advisors LLC now owns 41,642 shares of the utilities provider’s stock worth $5,153,000 after buying an additional 11,409 shares during the last quarter. Applied Finance Capital Management LLC bought a new stake in Duke Energy during the third quarter worth about $1,046,000. Lockheed Martin Investment Management Co. boosted its position in Duke Energy by 11.3% during the third quarter. Lockheed Martin Investment Management Co. now owns 274,630 shares of the utilities provider’s stock valued at $33,985,000 after purchasing an additional 27,820 shares during the last quarter. Alley Investment Management Company LLC grew its stake in Duke Energy by 13.0% in the third quarter. Alley Investment Management Company LLC now owns 88,018 shares of the utilities provider’s stock valued at $10,892,000 after purchasing an additional 10,108 shares in the last quarter. Finally, Greystone Financial Group LLC increased its position in shares of Duke Energy by 12.7% during the 3rd quarter. Greystone Financial Group LLC now owns 93,766 shares of the utilities provider’s stock worth $11,604,000 after purchasing an additional 10,580 shares during the last quarter. 65.31% of the stock is owned by institutional investors and hedge funds.

Duke Energy News Roundup

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

• Positive Sentiment: Regulatory progress — Duke secured settlement support for its planned Carolinas utility combination, clearing a key hurdle toward consolidation and potential regulatory approval that could simplify operations and reduce costs. Duke Energy secures settlement support for Carolinas utility combination
• Positive Sentiment: Clean-energy growth — Duke opened its largest battery-storage facility in Knightdale, expanding firming capacity for renewables and supporting long-term earnings stability as the utility transitions generation mix. Duke Energy’s largest battery storage facility now open in Knightdale
• Positive Sentiment: Community resilience programs — The Duke Energy Foundation announced $500k in HERO grants to strengthen emergency preparedness across South Carolina, a modest but constructive CSR/operational resilience signal. SC agencies, nonprofits eligible for Duke Energy’s $500K emergency preparedness grants
• Neutral Sentiment: Debt/maturity management — Duke completed a $1.5B offering of 3.000% convertible notes, which helps refinance near-term maturities and preserves liquidity, though convertibles carry potential future dilution. Duke Energy Completes $1.5 Billion Convertible Notes Offering
• Neutral Sentiment: Operational update — Local outage restoration updates (e.g., New Whiteland) and community feeding programs show steady operational responsiveness but have limited market impact. Duke Energy: Power should be back on in New Whiteland by 4 p.m. Duke Energy teams up with Blessings in a Backpack to feed Floyd County students over spring break
• Negative Sentiment: Major equity raise announced — Duke disclosed a $6 billion common-stock offering, which is likely why some investors are cautious: a large follow-on can materially dilute existing shareholders and pressure the share price despite funding needs. Duke Energy (DUK) Announces $6 Billion Common Stock Offering
• Negative Sentiment: Regulatory and political pushback — North Carolina residents are raising alarms over rising energy bills and pushing for audits amid rate-hike requests; public opposition can complicate ratemaking and future returns. NC residents sound alarm over rising energy bills, demand audit of Duke Energy
• Negative Sentiment: Local legal dispute — A homeowner is fighting Duke in a high-profile Lake Norman boats lawsuit, a reputational/legal overhang with modest direct financial risk but possible local regulatory attention. Woman fights Duke Energy lawsuit that wants her famous big boats off Lake Norman

Analyst Upgrades and Downgrades

DUK has been the subject of several recent analyst reports. BTIG Research reissued a “buy” rating and issued a $141.00 price objective on shares of Duke Energy in a report on Friday, January 30th. UBS Group boosted their target price on shares of Duke Energy from $136.00 to $140.00 in a report on Monday, March 9th. Weiss Ratings reissued a “buy (b)” rating on shares of Duke Energy in a research report on Monday, December 29th. The Goldman Sachs Group boosted their price objective on shares of Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, Morgan Stanley set a $139.00 target price on shares of Duke Energy in a research note on Friday, February 20th. Nine equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Duke Energy has an average rating of “Hold” and an average target price of $137.80.

Duke Energy Stock Performance

Shares of DUK stock opened at $133.17 on Friday. The stock has a market capitalization of $103.56 billion, a PE ratio of 21.07, a PEG ratio of 2.86 and a beta of 0.50. The business’s 50 day simple moving average is $123.95 and its 200 day simple moving average is $122.64. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.55 and a quick ratio of 0.33. Duke Energy Corporation has a one year low of $111.22 and a one year high of $134.12.

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. As a group, research analysts forecast that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Duke Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 13th will be issued a dividend of $1.065 per share. This represents a $4.26 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Friday, February 13th. Duke Energy’s dividend payout ratio (DPR) is presently 67.41%.

Insider Activity

In other news, CEO Louis E. Renjel sold 6,800 shares of Duke Energy stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $127.67, for a total value of $868,156.00. Following the completion of the transaction, the chief executive officer directly owned 22,007 shares of the company’s stock, valued at approximately $2,809,633.69. This trade represents a 23.61% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Regis T. Repko sold 962 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total value of $123,001.32. Following the sale, the senior vice president owned 3,896 shares in the company, valued at approximately $498,142.56. The trade was a 19.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.14% of the company’s stock.

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.