Duke Energy Corporation $DUK Holdings Increased by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC increased its position in Duke Energy Corporation (NYSE:DUK) by 128.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 16,493 shares of the utilities provider’s stock after buying an additional 9,260 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Duke Energy were worth $1,880,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the business. Livelsberger Financial Advisory bought a new stake in Duke Energy during the 3rd quarter worth approximately $31,000. Compass Wealth Management LLC bought a new position in shares of Duke Energy during the third quarter valued at $33,000. IAG Wealth Partners LLC raised its stake in shares of Duke Energy by 154.6% during the first quarter. IAG Wealth Partners LLC now owns 275 shares of the utilities provider’s stock valued at $36,000 after acquiring an additional 167 shares during the last quarter. Evergreen Advisors LLC bought a new position in shares of Duke Energy during the first quarter valued at $36,000. Finally, Dynamic Wealth Strategies LLC acquired a new position in shares of Duke Energy during the first quarter worth $38,000. Institutional investors own 65.31% of the company’s stock.

Duke Energy Stock Up 1.2%

Duke Energy stock opened at $127.39 on Friday. The firm has a market cap of $99.33 billion, a price-to-earnings ratio of 18.88, a PEG ratio of 2.94 and a beta of 0.36. Duke Energy Corporation has a 52-week low of $112.40 and a 52-week high of $134.49. The company has a debt-to-equity ratio of 1.47, a quick ratio of 0.43 and a current ratio of 0.66. The firm has a 50 day moving average price of $119.11 and a two-hundred day moving average price of $124.26.

Duke Energy (NYSE:DUK) last posted its quarterly earnings data on Monday, August 3rd. The utilities provider reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.30 by $0.13. Duke Energy had a net margin of 15.78% and a return on equity of 9.78%. The company had revenue of $7.59 billion for the quarter, compared to analyst estimates of $7.66 billion. During the same period in the prior year, the firm posted $1.25 EPS. The company’s quarterly revenue was up 1.1% on a year-over-year basis. Equities analysts predict that Duke Energy Corporation will post 6.72 EPS for the current year.

Duke Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 16th. Investors of record on Friday, November 13th will be issued a $1.0850 dividend. The ex-dividend date is Friday, November 13th. This represents a $4.34 annualized dividend and a yield of 3.4%. Duke Energy’s payout ratio is presently 65.17%.

Key Stories Impacting Duke Energy

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

• Positive Sentiment: Duke Energy was highlighted among five high-yield companies that raised their dividend payouts in 2026. Continued dividend growth reinforces the stock’s appeal to income-focused investors and signals confidence in future cash flow. 5 High-Yield Dividend Stocks That Raised Their Payouts in 2026
• Positive Sentiment: The company plans to seek a large-load tariff in South Carolina, potentially allowing it to better recover infrastructure costs from major electricity users such as data centers and industrial customers. The move could improve revenue visibility and support investment in grid capacity. Duke Energy to Seek Large Load Tariff for South Carolina
• Positive Sentiment: Duke Energy completed a 74.9-megawatt solar project in Florida, adding regulated renewable capacity and supporting its clean-energy transition. The project may contribute to long-term rate-base growth, although near-term earnings impact is likely limited. Duke Energy Completes Solar Project in Florida
• Positive Sentiment: Analysts expect earnings growth and see conditions that could support a beat in Duke Energy’s upcoming report, providing a near-term catalyst for the shares. Duke Energy Earnings Expected to Grow
• Positive Sentiment: Compared with Constellation Energy, Duke Energy offers a higher dividend yield, lower valuation and lower volatility, characteristics that may attract investors seeking defensive exposure rather than maximum growth. CEG vs. DUK
• Neutral Sentiment: Local reports described outages after vehicle accidents damaged utility equipment. These incidents are operationally routine and appear unlikely to materially affect Duke Energy’s investment outlook, though restoration costs and customer dissatisfaction remain risks. Duke Energy Reports Outages
• Neutral Sentiment: A contractor was hospitalized after an incident at Oxford Dam, creating a potential safety and liability issue but no reported material financial impact. Duke Energy Contractor Hospitalized
• Negative Sentiment: A report questioned Duke Energy’s North Carolina electricity-demand forecast. If projected demand growth is overstated, expected rate-base expansion and infrastructure returns could be less compelling. A disputed customer bill also adds limited reputational risk. Report Questions Duke Energy Demand Forecast

Analysts Set New Price Targets

Several analysts recently weighed in on DUK shares. Truist Financial reduced their price objective on shares of Duke Energy from $135.00 to $130.00 and set a “buy” rating on the stock in a research note on Monday, October 12th. Morgan Stanley raised their target price on Duke Energy from $127.00 to $128.00 and gave the stock an “equal weight” rating in a research report on Wednesday, October 21st. HSBC initiated coverage on Duke Energy in a report on Thursday, October 22nd. They set a “hold” rating and a $123.00 target price on the stock. BMO Capital Markets cut their target price on Duke Energy from $134.00 to $132.00 and set an “outperform” rating on the stock in a report on Wednesday, August 5th. Finally, Scotiabank reduced their price target on Duke Energy from $146.00 to $131.00 in a research report on Wednesday, September 30th. Nine investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $132.19.

About Duke Energy

Duke Energy Corporation is an energy holding company that provides regulated electric and natural gas utility services in the United States. Its electric utilities generate, transmit, distribute and sell electricity to residential, commercial, industrial and other customers. The company’s generation portfolio includes nuclear, natural gas, coal, hydroelectric and renewable energy resources.

Duke Energy serves customers primarily in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky.