Impact Partnership Wealth LLC Acquires Shares of 5,309 Duke Energy Corporation $DUK

Impact Partnership Wealth LLC acquired a new stake in shares of Duke Energy Corporation (NYSE:DUK) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 5,309 shares of the utilities provider’s stock, valued at approximately $622,000.

Several other hedge funds and other institutional investors have also made changes to their positions in DUK. Dorato Capital Management bought a new position in shares of Duke Energy during the 4th quarter valued at about $26,000. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Duke Energy during the 3rd quarter valued at about $27,000. Lodestone Wealth Management LLC purchased a new stake in shares of Duke Energy during the 4th quarter valued at about $30,000. Mowery & Schoenfeld Wealth Management LLC raised its position 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 valued at $33,000 after buying an additional 210 shares in the last quarter. Finally, Cornerstone Planning Group LLC raised its position 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 valued at $33,000 after buying an additional 275 shares in the last quarter. Institutional investors own 65.31% of the company’s stock.

Trending Headlines about Duke Energy

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

• Positive Sentiment: Duke Energy Florida announced a third rate reduction this year, cutting residential bills by roughly 25% for summer months, which could improve customer goodwill and political/regulatory relations. Duke Energy Florida implements third rate reduction to lower residential customer bills by approximately 25% in 2026
• Positive Sentiment: Duke Energy Foundation awarded $500,000 in North Carolina grants to strengthen hurricane preparedness, underscoring resilience planning ahead of storm season. Ahead of hurricane season, Duke Energy Foundation awards $500,000 to strengthen storm preparedness across North Carolina
• Neutral Sentiment: Investor interest has been rising in Duke Energy as Zacks highlighted the stock and clean-energy/wind-sector themes that keep DUK in focus. Top Wind Energy Stocks to Watch Amid Increased Adoption of Clean Energy
• Neutral Sentiment: Work continues on the $250 million redevelopment of Duke Energy’s former headquarters in uptown Charlotte, a long-term real estate milestone that is not expected to materially change near-term fundamentals. In uptown Charlotte, $250M revamp of old Duke Energy headquarters hits a milestone
• Negative Sentiment: The Florida rate cuts could weigh on revenue growth expectations in Duke Energy’s regulated utility business, even as they support customer affordability. Duke Energy Florida implements third rate reduction to lower residential customer bills by approximately 25% in 2026

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. JPMorgan Chase & Co. decreased 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 report on Wednesday, May 13th. Weiss Ratings restated a “buy (b)” rating on shares of Duke Energy in a research report on Monday, May 4th. Truist Financial decreased their target price on shares of Duke Energy from $142.00 to $137.00 and set a “buy” rating on the stock in a research report on Monday, May 18th. Wall Street Zen raised shares of Duke Energy from a “sell” rating to a “hold” rating in a research report on Saturday, March 28th. Finally, Mizuho increased their price objective on shares of Duke Energy from $130.00 to $139.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $139.07.

Insiders Place Their Bets

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 shares were 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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Harry K. Sideris sold 20,000 shares of the firm’s 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 completion of the transaction, the chief executive officer directly owned 96,102 shares of the company’s stock, valued at approximately $11,952,205.74. This represents a 17.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.12% of the company’s stock.

Duke Energy Price Performance

NYSE DUK opened at $122.62 on Friday. The company has a market cap of $95.59 billion, a PE ratio of 18.78 and a beta of 0.41. Duke Energy Corporation has a 52-week low of $113.39 and a 52-week high of $134.49. 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 firm’s 50 day moving average price is $127.44 and its 200-day moving average price is $124.04.

Duke Energy (NYSE:DUK) last announced its earnings results on Monday, May 4th. The utilities provider reported $1.93 earnings per share for the quarter, beating the consensus estimate of $1.87 by $0.06. The company had revenue of $9.18 billion during the quarter, compared to the consensus estimate of $8.44 billion. Duke Energy had a net margin of 15.49% and a return on equity of 9.73%. Duke Energy’s revenue was up 11.3% compared to the same quarter last year. During the same period last year, the firm earned $1.76 earnings per share. Sell-side analysts forecast that Duke Energy Corporation will post 6.71 EPS for the current fiscal year.

Duke Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Friday, May 15th will be issued a $1.065 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.5%. Duke Energy’s dividend payout ratio (DPR) is currently 65.24%.

About Duke Energy

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.