SageView Advisory Group LLC Increases Stock Position in Duke Energy Corporation $DUK

SageView Advisory Group LLC lifted its stake in Duke Energy Corporation (NYSE:DUK) by 130.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,983 shares of the utilities provider’s stock after acquiring an additional 11,296 shares during the quarter. SageView Advisory Group LLC’s holdings in Duke Energy were worth $2,473,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. Bare Financial Services Inc boosted its holdings in Duke Energy by 211.1% in the third quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after purchasing an additional 190 shares during the last quarter. Anfield Capital Management LLC raised its stake in Duke Energy by 2,608.3% during the 2nd quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock valued at $38,000 after buying an additional 313 shares during the last quarter. Meeder Asset Management Inc. purchased a new stake in Duke Energy during the 3rd quarter valued at $39,000. Total Investment Management Inc. bought a new position in shares of Duke Energy during the 2nd quarter valued at $46,000. Finally, Tsfg LLC boosted its stake in shares of Duke Energy by 24.6% in the 3rd quarter. Tsfg LLC now owns 445 shares of the utilities provider’s stock worth $55,000 after buying an additional 88 shares during the last quarter. 65.31% of the stock is owned by hedge funds and other institutional investors.

Duke Energy News Summary

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

• Positive Sentiment: Settlement agreements in North Carolina and South Carolina over the proposed DUKE mergers commit to “measurable, trackable” customer savings (described as hundreds of millions of dollars), reducing regulatory uncertainty around the combination and making the merger more likely to win approval. Duke Energy reaches agreements with North Carolina customer advocates, NC Attorney General’s office and others
• Positive Sentiment: Company statements and reporting indicate the merger deal includes explicit customer cost reductions, a concession likely to ease approval and political pushback. That reduces execution risk for the corporate restructuring. Duke Energy’s merger deal includes reducing customer costs
• Positive Sentiment: Operational progress: Duke opened its largest battery storage facility in Knightdale, supporting grid reliability and the company’s clean-energy transition narrative — a strategic positive for long-term capital projects and regulatory positioning. Duke Energy’s largest battery storage facility now open in Knightdale
• Positive Sentiment: Sell-side support: a UBS analyst published a bullish note calling for price appreciation, adding short-term analyst-driven buying interest to the stock. Duke Energy (NYSE:DUK) Stock Price Expected to Rise, UBS Group Analyst Says
• Positive Sentiment: Community/PR: Duke Energy Foundation announced $500,000 in HERO grants for South Carolina emergency preparedness, helping community relations ahead of regulatory reviews. Duke Energy Foundation offers $500,000 to strengthen emergency preparedness across South Carolina
• Neutral Sentiment: Financing: Duke priced an upsized $1.3B convertible senior note offering (3.00% due 2029) and will use proceeds mainly to refinance 2026 convertibles — this reduces near-term refinancing risk but introduces convertible securities (potential dilution), so market impact is mixed. Duke Energy prices upsized offering of $1.3 billion of 3.000% convertible senior notes due 2029
• Neutral Sentiment: Valuation/market note: Analysts and coverage pieces are updating valuation after the upsized convertible deal and recent share run; the stock has shown multi-month momentum, tempering downside risk while keeping expectations elevated. A Look At Duke Energy (DUK) Valuation After Upsized US$1.3b Convertible Notes Refinancing
• Negative Sentiment: Customer backlash and rate pressure: Thousands of customers and local officials are calling for audits and protesting bill spikes amid Duke’s rate filings; New Bern and other localities are considering or approving small utility rate increases tied to wholesale costs, drawing regulatory scrutiny and political risk. Thousands demand Duke Energy audit after spike in power bills
• Negative Sentiment: Service/reputation issues: Recent outages impacted schools and communities, and local opposition to a proposed gas-plant expansion raises potential permitting, legal and PR headwinds that could delay projects or increase costs. As Duke Energy plans expansion, neighbors fearful of air pollution

Insider Activity at Duke Energy

In other Duke Energy news, SVP Regis T. Repko sold 962 shares of Duke Energy stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total transaction of $123,001.32. Following the transaction, the senior vice president owned 3,896 shares of the company’s stock, valued at $498,142.56. The trade was a 19.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.14% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. UBS Group lifted their price objective on Duke Energy from $136.00 to $140.00 in a report on Monday. Weiss Ratings reissued a “buy (b)” rating on shares of Duke Energy in a report on Monday, December 29th. Wall Street Zen downgraded Duke Energy from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. BMO Capital Markets reaffirmed an “outperform” rating and set a $136.00 price target on shares of Duke Energy in a research report on Wednesday, February 11th. Finally, Scotiabank increased their price objective on shares of Duke Energy from $137.00 to $146.00 and gave the stock a “sector outperform” rating in a research note on Tuesday, December 16th. Nine equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $137.80.

Duke Energy Price Performance

NYSE DUK opened at $130.01 on Thursday. The business’s fifty day moving average is $123.34 and its 200 day moving average is $122.50. Duke Energy Corporation has a fifty-two week low of $111.22 and a fifty-two week high of $132.65. The company has a debt-to-equity ratio of 1.54, a quick ratio of 0.33 and a current ratio of 0.55. The company has a market capitalization of $101.10 billion, a PE ratio of 20.57, a price-to-earnings-growth ratio of 2.81 and a beta of 0.50.

Duke Energy (NYSE:DUK) last posted its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, topping the consensus estimate of $1.49 by $0.01. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.The firm had revenue of $7.94 billion for the quarter, compared to the consensus estimate of $7.57 billion. During the same quarter last year, the company earned $1.66 earnings per share. Sell-side analysts predict that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Duke Energy Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 13th will be paid a dividend of $1.065 per share. The ex-dividend date is Friday, February 13th. This represents a $4.26 dividend on an annualized basis and a yield of 3.3%. Duke Energy’s dividend payout ratio (DPR) is presently 67.41%.

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.