CSM Advisors LLC Has $34.52 Million Holdings in Duke Energy Corporation $DUK

CSM Advisors LLC decreased its holdings in Duke Energy Corporation (NYSE:DUK) by 14.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 278,941 shares of the utilities provider’s stock after selling 48,684 shares during the period. Duke Energy comprises approximately 1.0% of CSM Advisors LLC’s investment portfolio, making the stock its 23rd biggest holding. CSM Advisors LLC’s holdings in Duke Energy were worth $34,519,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Bare Financial Services Inc raised its stake in Duke Energy by 211.1% in the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock valued at $35,000 after acquiring an additional 190 shares during the period. Imprint Wealth LLC bought a new position in Duke Energy during the third quarter worth $39,000. Meeder Asset Management Inc. acquired a new position in shares of Duke Energy in the third quarter valued at $39,000. Anfield Capital Management LLC raised its position in shares of Duke Energy by 2,608.3% in the second quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock valued at $38,000 after purchasing an additional 313 shares during the period. Finally, Total Investment Management Inc. bought a new stake in shares of Duke Energy during the 2nd quarter worth about $46,000. 65.31% of the stock is owned by institutional investors and hedge funds.

More Duke Energy News

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

Insiders Place Their Bets

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

Duke Energy Stock Performance

Shares of NYSE:DUK opened at $133.17 on Friday. Duke Energy Corporation has a 12-month low of $111.22 and a 12-month high of $134.12. The company’s 50 day moving average price is $123.95 and its two-hundred day moving average price is $122.63. The firm has a market cap of $103.56 billion, a PE ratio of 21.07, a PEG ratio of 2.89 and a beta of 0.50. The company has a quick ratio of 0.33, a current ratio of 0.55 and a debt-to-equity ratio of 1.54.

Duke Energy (NYSE:DUK) last released its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.01. The company had revenue of $7.94 billion during the quarter, compared to the consensus estimate of $7.57 billion. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. During the same period in the previous year, the business earned $1.66 earnings per share. Equities research analysts predict that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Duke Energy Announces Dividend

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

Wall Street Analyst Weigh In

DUK has been the topic of several research analyst reports. Morgan Stanley set a $139.00 price target on shares of Duke Energy in a report on Friday, February 20th. BTIG Research reaffirmed a “buy” rating and issued a $141.00 target price on shares of Duke Energy in a research report on Friday, January 30th. Royal Bank Of Canada lowered their target price on Duke Energy from $143.00 to $140.00 and set a “sector perform” rating on the stock in a research note on Friday, January 23rd. Weiss Ratings restated a “buy (b)” rating on shares of Duke Energy in a research note on Monday, December 29th. Finally, Barclays decreased their price objective on Duke Energy from $135.00 to $127.00 and set an “overweight” rating on the stock in a report on Thursday, January 15th. Nine analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $137.80.

About Duke Energy

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.