Cadinha & Co. LLC Has $14.79 Million Holdings in Duke Energy Corporation $DUK

Key Points

• Cadinha & Co. LLC cut its Duke Energy stake by 12.2% in Q4, selling 17,536 shares and ending the period with 126,212 shares worth $14.79 million, which is 2.3% of the firm's portfolio and its 20th largest holding.
• Large institutions remain heavy holders—Vanguard raised its position to 76.3 million shares (~$9.44 billion), ANTIPODES PARTNERS initiated a new ~$86.3 million stake, and institutional investors collectively own 65.31% of Duke Energy.
• Key catalysts include a 20‑year NRC license renewal for the Robinson nuclear plant (extending operation to 2050) and mixed analyst actions—Truist upgraded to “strong‑buy” amid other target trims—leaving a consensus rating of “Moderate Buy” with a $140.25 target as the stock trades near $128.

Cadinha & Co. LLC lessened its holdings in Duke Energy Corporation (NYSE:DUK - Free Report) by 12.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 126,212 shares of the utilities provider's stock after selling 17,536 shares during the period. Duke Energy comprises 2.3% of Cadinha & Co. LLC's investment portfolio, making the stock its 20th biggest holding. Cadinha & Co. LLC's holdings in Duke Energy were worth $14,793,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in DUK. ANTIPODES PARTNERS Ltd acquired a new stake in shares of Duke Energy in the 3rd quarter worth about $86,309,000. Vanguard Group Inc. raised its holdings in shares of Duke Energy by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 76,301,165 shares of the utilities provider's stock worth $9,442,269,000 after acquiring an additional 584,382 shares during the last quarter. Caisse de depot et placement du Quebec raised its holdings in shares of Duke Energy by 19.1% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 2,613,595 shares of the utilities provider's stock worth $323,432,000 after acquiring an additional 419,992 shares during the last quarter. Franklin Resources Inc. raised its holdings in shares of Duke Energy by 4.1% in the 3rd quarter. Franklin Resources Inc. now owns 7,281,986 shares of the utilities provider's stock worth $901,146,000 after acquiring an additional 288,499 shares during the last quarter. Finally, Liberty One Investment Management LLC increased its stake in Duke Energy by 92.8% in the 3rd quarter. Liberty One Investment Management LLC now owns 522,137 shares of the utilities provider's stock valued at $64,634,000 after buying an additional 251,257 shares during the last quarter. Institutional investors and hedge funds own 65.31% of the company's stock.

More Duke Energy News

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

• Positive Sentiment: U.S. Nuclear Regulatory Commission approved a 20‑year license renewal for the Robinson nuclear plant (extends operation to 2050), preserving a low‑cost, dispatchable generation source and supporting regional reliability and long‑term cash generation. This reduces the risk of near‑term capacity shortfalls and can support regulatory rate cases. Read More.
• Positive Sentiment: Truist upgraded DUK to “strong‑buy,” a vote of confidence from the sell‑side that may attract momentum buyers and supports sentiment despite mixed analyst notes. Read More.
• Neutral Sentiment: BMO lowered its price target to $139 from $143 but kept an “outperform” rating — slightly reducing modeled upside while maintaining a constructive view on the name. That modest target trim may cap some upside but keeps the stock in positive analyst territory. Read More.
• Neutral Sentiment: Duke’s foundation announced ~ $618k in Earth Day grants and other community investments (North Carolina/South Carolina), and the company received an Arbor Day Foundation Tree Line USA award — positive PR/ESG signals but limited direct near‑term earnings impact. Read More.
• Neutral Sentiment: Tree care recognition (Arbor Day Foundation) reinforces vegetation‑management credentials and resilience efforts; reputationally positive but unlikely to move fundamentals materially. Read More.
• Negative Sentiment: Public criticism over the CEO’s reported ~$22M pay package as Duke seeks rate increases could galvanize political and regulatory scrutiny in rate cases — a reputational and regulatory headline risk that can pressure sentiment and complicate approvals. Read More.
• Negative Sentiment: A Morgan Stanley note is pessimistic on DUK, which could weigh on investor sentiment if followed by additional downgrades or negative revisions to growth/ROE assumptions. Read More.

Duke Energy Price Performance

Duke Energy stock opened at $128.09 on Friday. The company's 50 day moving average price is $129.74 and its two-hundred day moving average price is $124.21. The company has a quick ratio of 0.33, a current ratio of 0.55 and a debt-to-equity ratio of 1.54. Duke Energy Corporation has a 52 week low of $111.22 and a 52 week high of $134.49. The stock has a market cap of $99.67 billion, a P/E ratio of 20.27 and a beta of 0.46.

Duke Energy (NYSE:DUK - Get Free Report) last issued 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. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. The company had revenue of $7.94 billion during the quarter, compared to analyst estimates of $7.57 billion. During the same quarter last year, the business posted $1.66 EPS. On average, equities analysts predict that Duke Energy Corporation will post 6.7 earnings per share for the current year.

Insider Activity at Duke Energy

In other news, CEO Louis E. Renjel sold 6,800 shares of the firm's stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $127.67, for a total transaction of $868,156.00. Following the completion of the sale, the chief executive officer owned 22,007 shares in the company, valued at $2,809,633.69. This trade represents a 23.61% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Regis T. Repko sold 962 shares of the firm's stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $127.86, for a total transaction of $123,001.32. Following the sale, the senior vice president owned 3,896 shares of the company's stock, valued at approximately $498,142.56. The trade was a 19.80% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.12% of the company's stock.

Analyst Ratings Changes

Several research firms have commented on DUK. Barclays lifted their target price on shares of Duke Energy from $127.00 to $143.00 and gave the stock an "overweight" rating in a research report on Tuesday, April 7th. The Goldman Sachs Group lifted their target price on shares of Duke Energy from $141.00 to $142.00 and gave the stock a "buy" rating in a research report on Wednesday, February 11th. JPMorgan Chase & Co. lifted their target price on shares of Duke Energy from $138.00 to $139.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Capitol Sec Mgt cut shares of Duke Energy from a "strong-buy" rating to a "hold" rating in a research report on Friday, April 10th. Finally, BTIG Research reissued a "buy" rating and set a $141.00 target price on shares of Duke Energy in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, Duke Energy presently has a consensus rating of "Moderate Buy" and a consensus target price of $140.25.

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.

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