USS Investment Management Ltd Acquires 4,660 Shares of Duke Energy Corporation $DUK

Posted by Chris Copeland on Jul 2nd, 2026

USS Investment Management Ltd boosted its holdings in Duke Energy Corporation (NYSE:DUK – Free Report) by 3.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 128,951 shares of the utilities provider’s stock after purchasing an additional 4,660 shares during the period. USS Investment Management Ltd’s holdings in Duke Energy were worth $16,884,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of DUK. Vanguard Group Inc. raised its stake in shares of Duke Energy by 2.6% during the 4th quarter. Vanguard Group Inc. now owns 78,258,757 shares of the utilities provider’s stock worth $9,172,709,000 after purchasing an additional 1,957,592 shares during the period. Geode Capital Management LLC grew its position in Duke Energy by 1.2% during the fourth quarter. Geode Capital Management LLC now owns 19,292,633 shares of the utilities provider’s stock valued at $2,266,675,000 after buying an additional 230,375 shares during the period. Charles Schwab Investment Management Inc. grew its position in Duke Energy by 0.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 8,931,127 shares of the utilities provider’s stock valued at $1,046,818,000 after buying an additional 58,375 shares during the period. Franklin Resources Inc. increased its holdings in Duke Energy by 13.1% during the fourth quarter. Franklin Resources Inc. now owns 8,236,893 shares of the utilities provider’s stock worth $965,446,000 after buying an additional 954,907 shares during the last quarter. Finally, Northern Trust Corp raised its position in Duke Energy by 0.4% in the third quarter. Northern Trust Corp now owns 7,758,700 shares of the utilities provider’s stock worth $960,139,000 after acquiring an additional 31,703 shares during the period. Institutional investors own 65.31% of the company’s stock.

Duke Energy Price Performance

NYSE DUK opened at $125.75 on Thursday. The company has a quick ratio of 0.44, a current ratio of 0.66 and a debt-to-equity ratio of 1.45. The company has a market cap of $98.03 billion, a PE ratio of 19.26 and a beta of 0.38. Duke Energy Corporation has a 52 week low of $113.89 and a 52 week high of $134.49. The firm’s 50-day simple moving average is $124.90 and its two-hundred day simple moving average is $124.65.

Duke Energy (NYSE:DUK – Get Free Report) last posted its earnings results on Monday, May 4th. The utilities provider reported $1.93 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $8.44 billion. During the same quarter last year, the company earned $1.76 earnings per share. The company’s revenue was up 11.3% on a year-over-year basis. Research analysts predict that Duke Energy Corporation will post 6.71 earnings per share for the current year.

Duke Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Friday, May 15th were paid 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 payout ratio is currently 65.24%.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on DUK. JPMorgan Chase & Co. dropped their target price on shares of Duke Energy from $139.00 to $136.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 13th. Morgan Stanley raised their price target on shares of Duke Energy from $132.00 to $136.00 in a research note on Wednesday, June 24th. Wall Street Zen raised shares of Duke Energy from a “sell” rating to a “hold” rating in a report on Saturday, March 28th. Mizuho dropped their price objective on Duke Energy from $139.00 to $135.00 and set an “outperform” rating on the stock in a research note on Thursday, June 18th. Finally, Truist Financial reduced their price objective on Duke Energy from $142.00 to $137.00 and set a “buy” rating for the company in a report on Monday, May 18th. Nine equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Duke Energy has a consensus rating of “Moderate Buy” and an average price target of $138.33.

View Our Latest Stock Report on Duke Energy

Insiders Place Their Bets

In other Duke Energy news, CEO Harry K. Sideris sold 20,000 shares of the stock in a transaction 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 sale, the chief executive officer owned 96,102 shares in the company, valued at $11,952,205.74. This represents a 17.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Louis E. Renjel sold 3,500 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $125.15, for a total value of $438,025.00. Following the completion of the transaction, the chief executive officer directly owned 21,415 shares of the company’s stock, valued at $2,680,087.25. The trade was a 14.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.12% of the company’s stock.

Key Stories Impacting Duke Energy

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

Positive Sentiment: Duke Energy announced nearly $1 billion in spending with North Carolina suppliers, a move that supports U.S.-based supply chains, local economies, grid equipment procurement, and long-term reliability. Duke Energy’s nearly $1 billion investment with North Carolina suppliers strengthens American supply chains, local economies and the nation’s energy future
Positive Sentiment: Indiana regulators approved Duke Energy’s $20 million project to serve a semiconductor manufacturer, highlighting ongoing demand from large industrial customers and potential load growth for the utility. Indiana regulators OK Duke Energy’s $20M project for chip manufacturer
Positive Sentiment: Duke Energy Foundation committed $773,000 to 22 Florida nonprofits and higher-education groups to strengthen STEM education, supporting workforce development and the company’s community-focused profile. Duke Energy Foundation invests $773,000 to strengthen STEM education in Florida
Neutral Sentiment: Duke Energy launched an AI-powered Bill Insights feature for Carolinas customers, which may improve customer experience and digital engagement, but is not a near-term earnings driver on its own. Duke Energy (DUK) Launches AI Bill Insights For Carolinas Customers
Neutral Sentiment: Analyst coverage comparing DUK with CEG highlighted Duke Energy’s dividend yield, valuation, and earnings estimates as competitive positives, reinforcing the stock’s appeal as a defensive income name. CEG or DUK: Which Stock Deserves to Be in Your Portfolio Now?
Negative Sentiment: Duke Energy ended its offshore wind lease off the North Carolina coast and agreed to a federal buyback, a sign it is stepping away from a growth project and potentially giving up optionality in renewables. Duke Energy pulls NC wind farm project in settlement with Department of Interior

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.