Duke Energy Corporation $DUK Shares Bought by Assetmark Inc.

Key Points

• Assetmark Inc. raised its position in Duke Energy by 14.6% in Q4 to 123,669 shares, valued at roughly $14.5 million.
• Insider selling: SVP Regis T. Repko sold 962 shares and CEO Louis E. Renjel sold 6,800 shares (a 23.61% reduction), leaving company insiders with about 0.12% ownership.
• Duke asked North Carolina regulators to recover more than $800 million in winter fuel and purchased‑power costs, a request that could boost revenue if approved but has provoked public and political pushback and regulatory risk.

Assetmark Inc. raised its position in Duke Energy Corporation (NYSE:DUK - Free Report) by 14.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 123,669 shares of the utilities provider's stock after buying an additional 15,775 shares during the period. Assetmark Inc.'s holdings in Duke Energy were worth $14,495,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of DUK. Farther Finance Advisors LLC boosted its stake in Duke Energy by 37.7% in the third quarter. Farther Finance Advisors LLC now owns 41,642 shares of the utilities provider's stock valued at $5,153,000 after acquiring an additional 11,409 shares in the last quarter. Applied Finance Capital Management LLC acquired a new stake in shares of Duke Energy during the third quarter worth about $1,046,000. Lockheed Martin Investment Management Co. boosted its stake in shares of Duke Energy by 11.3% during the third quarter. Lockheed Martin Investment Management Co. now owns 274,630 shares of the utilities provider's stock worth $33,985,000 after buying an additional 27,820 shares during the period. Alley Investment Management Company LLC boosted its stake in shares of Duke Energy by 13.0% during the third quarter. Alley Investment Management Company LLC now owns 88,018 shares of the utilities provider's stock worth $10,892,000 after buying an additional 10,108 shares during the period. Finally, Greystone Financial Group LLC boosted its stake in shares of Duke Energy by 12.7% during the third quarter. Greystone Financial Group LLC now owns 93,766 shares of the utilities provider's stock worth $11,604,000 after buying an additional 10,580 shares during the period. 65.31% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Duke Energy

In related news, SVP Regis T. Repko sold 962 shares of the firm's stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total value of $123,001.32. Following the completion of the sale, the senior vice president owned 3,896 shares in the company, valued at $498,142.56. This trade represents a 19.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Louis E. Renjel sold 6,800 shares of the stock in a transaction dated 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 transaction, the chief executive officer directly owned 22,007 shares of the company's stock, valued at approximately $2,809,633.69. This trade represents a 23.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is owned by company insiders.

Duke Energy Price Performance

Shares of NYSE:DUK opened at $128.66 on Friday. The company has a quick ratio of 0.33, a current ratio of 0.55 and a debt-to-equity ratio of 1.54. The company has a market cap of $100.11 billion, a P/E ratio of 20.36 and a beta of 0.46. Duke Energy Corporation has a 52 week low of $111.22 and a 52 week high of $134.49. The company has a 50-day moving average price of $129.42 and a 200 day moving average price of $124.07.

Duke Energy (NYSE:DUK - Get Free Report) last announced its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, beating analysts' consensus estimates of $1.49 by $0.01. The firm had revenue of $7.94 billion during the quarter, compared to the consensus estimate of $7.57 billion. Duke Energy had a net margin of 15.41% and a return on equity of 9.66%. During the same quarter last year, the firm earned $1.66 earnings per share. Research analysts predict that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on DUK. Barclays increased their price objective on 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 Duke Energy from $141.00 to $142.00 and gave the company a "buy" rating in a research note on Wednesday, February 11th. Capitol Sec Mgt downgraded Duke Energy from a "strong-buy" rating to a "hold" rating in a research note on Friday, April 10th. Wall Street Zen upgraded Duke Energy from a "sell" rating to a "hold" rating in a research note on Saturday, March 28th. Finally, UBS Group lifted their target price on Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. Nine research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $140.20.

Duke Energy News Roundup

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

• Positive Sentiment: JPMorgan nudged its price target up to $139 (from $138), signaling modest analyst optimism about Duke’s outlook and contributing to buying interest. MarketScreener
• Positive Sentiment: Company PR highlights grid‑hardening, lineworker appreciation and steps to reliably serve record winter demand — messaging that supports the reliability narrative investors value for utility earnings stability. PR Newswire
• Neutral Sentiment: The Duke Energy Foundation awarded 32 community grants (totaling >$250k) across six states (including a $22.5k Florida tranche) — positive PR and local engagement but immaterial to near‑term financials. PR Newswire
• Neutral Sentiment: Analyst preview pieces (e.g., Barchart) flag an upcoming Q1 2026 earnings report with expectations for single‑digit profit growth — an event that could move the stock but is not a current surprise. Barchart
• Neutral Sentiment: Industry comparison pieces (Duke vs. AES) highlight Duke’s clean‑energy and grid investments amid rising AI/data‑center demand — useful context for strategic positioning but not an immediate catalyst. Zacks
• Negative Sentiment: Duke has asked North Carolina regulators to recover more than $800M in winter fuel and purchased‑power costs — a move that would boost revenue if approved but has provoked public and political pushback (including calls for the Utilities Commission to act), creating regulatory and reputational risk that could weigh on the stock until resolved. Reuters

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.

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