GC Wealth Management RIA LLC Has $399,000 Stock Position in Duke Energy Corporation $DUK

GC Wealth Management RIA LLC decreased its stake in Duke Energy Corporation (NYSE:DUK) by 75.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,400 shares of the utilities provider’s stock after selling 10,553 shares during the quarter. GC Wealth Management RIA LLC’s holdings in Duke Energy were worth $399,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Dorato Capital Management acquired a new stake in Duke Energy during the 4th quarter worth about $26,000. KERR FINANCIAL PLANNING Corp acquired a new stake in Duke Energy during the 3rd quarter worth about $27,000. Lodestone Wealth Management LLC acquired a new stake in Duke Energy during the 4th quarter worth about $30,000. Wiser Advisor Group LLC acquired a new stake in Duke Energy during the 3rd quarter worth about $34,000. Finally, Bare Financial Services Inc boosted its position in Duke Energy by 211.1% during the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after acquiring an additional 190 shares during the period. 65.31% of the stock is currently owned by institutional investors and hedge funds.

Duke Energy Stock Down 0.6%

Shares of Duke Energy stock opened at $128.78 on Friday. The firm has a market cap of $100.20 billion, a price-to-earnings ratio of 20.38 and a beta of 0.41. 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 52-week low of $111.22 and a 52-week high of $134.49. The stock has a 50-day simple moving average of $129.82 and a 200-day simple moving average of $124.30.

Duke Energy (NYSE:DUK) last announced its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.49 by $0.01. The business had revenue of $7.94 billion during the quarter, compared to analyst estimates of $7.57 billion. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.During the same period in the previous year, the company earned $1.66 EPS. On average, equities research analysts expect that Duke Energy Corporation will post 6.7 earnings per share for the current fiscal year.

Key Duke Energy News

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

• Positive Sentiment: South Carolina regulators approved a settlement to combine Duke Energy Carolinas and Duke Energy Progress, an agreement that the company says includes guaranteed, trackable long‑term customer savings backed by shareholder commitments — a regulatory win that reduces execution risk and may improve future rate outcomes. South Carolina customers projected to benefit from billions in long-term savings from approved combination of Duke Energy utilities
• Positive Sentiment: Local goodwill/ESG: The Duke Energy Foundation awarded $275,000 for South Carolina green-space projects, a modest reputational positive that supports community relations amid rate debates. Duke Energy Foundation awards $275,000 for SC green spaces
• Neutral Sentiment: Security/operations: Extra security measures are being implemented after a threat related to Duke’s CEO speaking at an NC State commencement — operational/PR risk but not directly financial. A look at graduation security measures after threat against Duke Energy CEO set to speak at NC State commencement
• Neutral Sentiment: Operational risk: Duke continues to monitor extreme drought conditions that could force water restrictions — something to watch for potential operational impacts in affected service areas. Duke Energy continues to monitor extreme drought conditions, mandatory water restrictions possible
• Negative Sentiment: Regulatory/political pressure: Multiple hearings and public rallies show strong customer opposition to a proposed rate hike (reports cite possible increases as high as ~18% and emotional testimony about affordability), creating regulatory and reputational headwinds that can pressure near‑term shares. Duke customers speak against rate hike in hearing
• Negative Sentiment: Public protests and critical coverage amplify downside risk from the rate fight — stories highlight customer hardship and label the hike a “nightmare,” increasing political scrutiny and potential for tougher regulatory outcomes. Protestors push back against ‘fossil fuels from hell’ during Duke Energy rate hike hearing
• Negative Sentiment: Market reaction: Recent coverage notes the stock has dipped more than the broader market amid these developments, suggesting investor sensitivity to the regulatory/rate narratives. Duke Energy (DUK) Dips More Than Broader Market: What You Should Know

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on the company. Wall Street Zen upgraded Duke Energy from a “sell” rating to a “hold” rating in a research report on Saturday, March 28th. Barclays raised their price objective on Duke Energy from $127.00 to $143.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 7th. Truist Financial assumed coverage on Duke Energy in a report on Monday, April 20th. They set a “buy” rating and a $142.00 price target for the company. The Goldman Sachs Group lifted their price target on Duke Energy from $141.00 to $142.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. lifted their price target on Duke Energy from $138.00 to $139.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $140.25.

Insider Buying and Selling

In related news, CEO Louis E. Renjel sold 6,800 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $127.67, for a total value of $868,156.00. Following 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Regis T. Repko sold 962 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The shares were 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 directly owned 3,896 shares in the company, valued at $498,142.56. The trade was a 19.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.12% of the stock is currently owned by company insiders.

Duke Energy Company 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.