Kingswood Wealth Advisors LLC Purchases 10,937 Shares of Duke Energy Corporation $DUK

Kingswood Wealth Advisors LLC raised its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 47.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 34,134 shares of the utilities provider’s stock after acquiring an additional 10,937 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Duke Energy were worth $4,001,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Pflug Koory LLC grew its holdings in shares of Duke Energy by 3.0% in the third quarter. Pflug Koory LLC now owns 2,694 shares of the utilities provider’s stock worth $333,000 after purchasing an additional 79 shares during the last quarter. Cypress Wealth Services LLC grew its holdings in shares of Duke Energy by 1.7% in the third quarter. Cypress Wealth Services LLC now owns 5,048 shares of the utilities provider’s stock worth $625,000 after purchasing an additional 82 shares during the last quarter. EWA LLC lifted its stake in Duke Energy by 3.9% in the third quarter. EWA LLC now owns 2,203 shares of the utilities provider’s stock worth $273,000 after acquiring an additional 82 shares during the period. Mill Creek Capital Advisors LLC boosted its holdings in Duke Energy by 4.6% in the third quarter. Mill Creek Capital Advisors LLC now owns 1,854 shares of the utilities provider’s stock valued at $229,000 after acquiring an additional 82 shares in the last quarter. Finally, CYBER HORNET ETFs LLC boosted its holdings in Duke Energy by 4.1% in the third quarter. CYBER HORNET ETFs LLC now owns 2,113 shares of the utilities provider’s stock valued at $261,000 after acquiring an additional 83 shares in the last quarter. 65.31% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Louis E. Renjel sold 6,800 shares of Duke Energy stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $127.67, for a total value of $868,156.00. Following the completion of the transaction, the chief executive officer owned 22,007 shares of the company’s stock, valued at $2,809,633.69. The trade was a 23.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Regis T. Repko sold 962 shares of Duke Energy stock in a transaction dated Tuesday, February 24th. The stock was 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 of the company’s stock, valued at approximately $498,142.56. This represents a 19.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by insiders.

More Duke Energy News

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

• Positive Sentiment: Wells Fargo nudged its price target up to $136 (from $135) and reiterated an equal‑weight view, a modest supportive datapoint for the stock. Wells Fargo price target raise
• Positive Sentiment: A Wells Fargo analyst note reported in the press says Duke’s stock price is expected to rise, which can provide near‑term support for buying interest. Duke Energy stock expected to rise, Wells Fargo says
• Positive Sentiment: Brokerage consensus across the street is an average rating of “Moderate Buy,” which is constructive for medium‑term investor sentiment. Duke receives average ‘Moderate Buy’ rating
• Neutral Sentiment: Corporate/PR item: Duke Energy lineworkers advanced in a regional rodeo and will compete at the International Lineman’s Rodeo — a community/operations update with limited direct impact on valuation. Powering Reliability: Duke Energy lineworkers sharpen skills
• Negative Sentiment: Market reports note Duke has dipped more than the broader market today, signaling selling pressure that may be tied to the mixed analyst picture and technical weakness. Duke Energy sees a more significant dip
• Negative Sentiment: Morgan Stanley trimmed its price target slightly (to $141 from $142) while keeping an equal‑weight rating — a modest negative signal that reduces upside expectations from that shop. Morgan Stanley adjusts price target
• Negative Sentiment: Opinion coverage flags Duke’s $103B capex plan and warns it could compress the company’s credit cushion despite a long dividend track record — a fundamental concern that can weigh on sentiment and multiple expansion. Capex compressing credit cushion (opinion)

Duke Energy Stock Performance

Shares of DUK stock opened at $125.79 on Wednesday. Duke Energy Corporation has a 12 month low of $111.22 and a 12 month high of $134.49. The stock has a market cap of $97.88 billion, a PE ratio of 19.90 and a beta of 0.46. The company has a current ratio of 0.55, a quick ratio of 0.33 and a debt-to-equity ratio of 1.54. The company’s fifty day moving average price is $129.70 and its 200-day moving average price is $124.18.

Duke Energy (NYSE:DUK) last posted its quarterly earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.49 by $0.01. The firm 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 quarter in the previous year, the firm earned $1.66 EPS. On average, equities analysts expect that Duke Energy Corporation will post 6.7 EPS for the current fiscal year.

Analysts Set New Price Targets

DUK has been the topic of several recent analyst reports. BTIG Research reiterated a “buy” rating and issued a $141.00 price target on shares of Duke Energy in a report on Friday, January 30th. Jefferies Financial Group lifted their price target on shares of Duke Energy from $125.00 to $141.00 and gave the company a “hold” rating in a report on Tuesday, February 17th. BMO Capital Markets lifted their price target on shares of Duke Energy from $136.00 to $143.00 and gave the company an “outperform” rating in a report on Friday, April 10th. Morgan Stanley cut their price target on shares of Duke Energy from $142.00 to $141.00 and set an “equal weight” rating on the stock in a report on Tuesday. Finally, Royal Bank Of Canada dropped their target price on shares of Duke Energy from $143.00 to $140.00 and set a “sector perform” rating on the stock in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $140.50.

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.