Marble Wealth LLC Invests $1.06 Million in Duke Energy Corporation $DUK

Marble Wealth LLC acquired a new position in shares of Duke Energy Corporation (NYSE:DUK) in the fourth quarter, Holdings Channel.com reports. The fund acquired 9,040 shares of the utilities provider’s stock, valued at approximately $1,060,000.

Other hedge funds also recently made changes to their positions in the company. Dorato Capital Management bought a new stake in shares of Duke Energy during the 4th quarter worth $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Duke Energy during the 3rd quarter worth $27,000. Lodestone Wealth Management LLC bought a new stake in shares of Duke Energy during the 4th quarter worth $30,000. Mowery & Schoenfeld Wealth Management LLC lifted its holdings in shares of Duke Energy by 300.0% during the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 280 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 210 shares during the last quarter. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of Duke Energy by 13,750.0% during the 4th quarter. Cornerstone Planning Group LLC now owns 277 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 275 shares during the last quarter. 65.31% of the stock is owned by institutional investors.

Insider Transactions at Duke Energy

In other Duke Energy news, CEO Harry K. Sideris sold 20,000 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 96,102 shares of the company’s stock, valued at $11,952,205.74. This represents a 17.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Louis E. Renjel sold 3,500 shares of the stock in a transaction that occurred 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 sale, the chief executive officer owned 21,415 shares of the company’s stock, valued at approximately $2,680,087.25. This trade represents a 14.05% decrease in their position. The SEC filing for this sale provides additional information. 0.12% of the stock is currently owned by insiders.

Duke Energy Stock Performance

Duke Energy stock opened at $120.88 on Wednesday. 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 capitalization of $94.24 billion, a PE ratio of 18.51 and a beta of 0.39. The firm has a fifty day simple moving average of $127.25 and a two-hundred day simple moving average of $124.02. Duke Energy Corporation has a twelve month low of $113.66 and a twelve month high of $134.49.

Duke Energy (NYSE:DUK) last posted 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. Duke Energy had a net margin of 15.49% and a return on equity of 9.73%. The business had revenue of $9.18 billion during the quarter, compared to the consensus estimate of $8.44 billion. During the same period in the previous year, the firm posted $1.76 earnings per share. The firm’s revenue for the quarter was up 11.3% on a year-over-year basis. Research analysts expect that Duke Energy Corporation will post 6.71 EPS for the current year.

Duke Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Friday, May 15th will be given a $1.065 dividend. The ex-dividend date is Friday, May 15th. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.5%. Duke Energy’s payout ratio is presently 65.24%.

Key Stories Impacting Duke Energy

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

• Positive Sentiment: Duke Energy outlined a large $103 billion capital plan for 2026-2030 focused on grid upgrades, cleaner power, and reliability, with analysts noting it supports future earnings growth and a 2026 EPS target of $6.71. Article Title
• Positive Sentiment: The company said it is exploring tech partnerships with hyperscalers to help share the financial risk of new nuclear projects, which could make its clean-energy expansion more investable. Article Title
• Positive Sentiment: Duke Energy confirmed power delivery for USA Rare Earth’s planned South Carolina magnet plant, highlighting new industrial load that could support future electricity demand. Article Title
• Neutral Sentiment: Recent coverage has also focused on Duke Energy’s valuation and recent share-price weakness, suggesting the stock has lagged recently even though longer-term returns remain positive. Article Title
• Negative Sentiment: North Carolina Attorney General Jeff Jackson testified against Duke Energy’s proposed rate hike, arguing it could cost families $1.4 billion and saying the utility “overshot the mark,” which could pressure investor sentiment around regulation. Article Title
• Negative Sentiment: Duke Energy also requested an $8 monthly electric rate increase in Ohio and separately proposed a significant rate hike for 2027, adding to customer and political pushback risks. Article Title Article Title
• Negative Sentiment: Another North Carolina filing from the attorney general argues Duke Energy’s rate proposal could sharply raise household costs, reinforcing regulatory uncertainty around its pricing plans. Article Title

Analyst Ratings Changes

A number of analysts have recently issued reports on DUK shares. The Goldman Sachs Group lifted their price objective on shares of Duke Energy from $141.00 to $142.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Truist Financial lowered their price target on shares of Duke Energy from $142.00 to $137.00 and set a “buy” rating for the company in a research note on Monday, May 18th. JPMorgan Chase & Co. lowered their price target on shares of Duke Energy from $139.00 to $136.00 and set a “neutral” rating for the company in a research note on Wednesday, May 13th. Wells Fargo & Company boosted their price target on shares of Duke Energy from $135.00 to $136.00 and gave the stock an “equal weight” rating in a research note on Monday, April 20th. Finally, Morgan Stanley lowered their price target on shares of Duke Energy from $141.00 to $132.00 in a research note on Thursday, May 21st. Nine investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Duke Energy currently has an average rating of “Moderate Buy” and an average price target of $138.93.

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.