Greenwood Capital Associates LLC Sells 5,831 Shares of Duke Energy Corporation $DUK

Greenwood Capital Associates LLC lowered its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 21.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,965 shares of the utilities provider’s stock after selling 5,831 shares during the quarter. Greenwood Capital Associates LLC’s holdings in Duke Energy were worth $2,876,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Basso Capital Management L.P. bought a new stake in shares of Duke Energy in the fourth quarter valued at about $25,000. Dorato Capital Management bought a new position in shares of Duke Energy during the fourth quarter worth about $26,000. Evolution Wealth Management Inc. raised its position in Duke Energy by 1,111.1% in the 4th quarter. Evolution Wealth Management Inc. now owns 218 shares of the utilities provider’s stock valued at $26,000 after buying an additional 200 shares during the last quarter. KERR FINANCIAL PLANNING Corp bought a new stake in Duke Energy in the 3rd quarter valued at approximately $27,000. Finally, Triumph Capital Management lifted its stake in Duke Energy by 68.6% in the 4th quarter. Triumph Capital Management now owns 231 shares of the utilities provider’s stock valued at $27,000 after acquiring an additional 94 shares in the last quarter. 65.31% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Duke Energy news, 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 transaction of $438,025.00. Following the transaction, the chief executive officer owned 21,415 shares in the company, valued at $2,680,087.25. This trade represents a 14.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Harry K. Sideris sold 20,000 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $124.37, for a total value of $2,487,400.00. Following the sale, the chief executive officer owned 96,102 shares of the company’s stock, valued at approximately $11,952,205.74. The trade was a 17.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by insiders.

Duke Energy News Roundup

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

• Positive Sentiment: Duke Energy continues to be viewed as a defensive stock, with articles pointing to it as a safer alternative during the ongoing rotation out of tech. 4 Defensive Stocks to Take Refuge in as Tech Sell-off Continues
• Positive Sentiment: Another market piece highlighted Duke Energy as an attractive blue-chip dividend/regulatory utility play, reinforcing its appeal to income-focused investors. Forget Coca-Cola, Choose Duke Energy
• Neutral Sentiment: Duke Energy announced it will report second-quarter 2026 results on Aug. 4, which is a near-term catalyst but not yet a fundamental update. Duke Energy to announce second-quarter 2026 financial results on Aug. 4
• Neutral Sentiment: Investor interest in DUK has picked up on Zacks, suggesting increased attention, but not a direct business development. Investors Heavily Search Duke Energy Corporation (DUK): Here is What You Need to Know
• Negative Sentiment: Florida regulators are casting doubt on Duke’s plan for serving AI data centers, creating uncertainty around a potentially important growth opportunity. Florida regulators cast doubt on Duke Energy’s data center plan
• Negative Sentiment: Duke’s North Carolina rate-hike request is facing pushback in hearings, with critics arguing the proposed increase is still too high; that could slow the company’s ability to lift regulated returns. Duke Energy seeks NC approval to raise rates in 7-hour long hearing
• Negative Sentiment: Goldman Sachs removing Duke Energy from its U.S. Conviction List may have added to sentiment pressure around the shares. Goldman Sachs Removes Duke Energy (DUK) from its US Conviction List

Duke Energy Stock Performance

Shares of DUK stock opened at $126.71 on Thursday. Duke Energy Corporation has a 52 week low of $113.89 and a 52 week high of $134.49. The company has a 50-day simple moving average of $125.03 and a 200 day simple moving average of $125.05. The company has a debt-to-equity ratio of 1.45, a quick ratio of 0.44 and a current ratio of 0.66. The company has a market capitalization of $98.79 billion, a price-to-earnings ratio of 19.40 and a beta of 0.38.

Duke Energy (NYSE:DUK) last released its quarterly 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. The business had revenue of $9.18 billion during the quarter, compared to analysts’ expectations of $8.44 billion. Duke Energy had a return on equity of 9.73% and a net margin of 15.49%.The firm’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period last year, the firm posted $1.76 EPS. On average, sell-side analysts predict that Duke Energy Corporation will post 6.71 earnings per share for the current year.

Duke Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Friday, May 15th were issued a dividend of $1.065 per share. The ex-dividend date of this dividend was Friday, May 15th. This represents a $4.26 annualized dividend and a dividend yield of 3.4%. Duke Energy’s dividend payout ratio (DPR) is currently 65.24%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on DUK shares. Mizuho decreased their price target on shares of Duke Energy from $139.00 to $135.00 and set an “outperform” rating for the company in a research note on Thursday, June 18th. BMO Capital Markets reduced their target price on shares of Duke Energy from $139.00 to $138.00 in a report on Wednesday, May 6th. Evercore raised their target price on shares of Duke Energy from $139.00 to $140.00 in a research report on Monday, May 11th. UBS Group cut their price target on shares of Duke Energy from $137.00 to $135.00 in a research report on Monday, May 11th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Duke Energy in a research note on Monday, May 4th. Nine equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $138.33.

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.