Duke Energy Corporation $DUK Shares Sold by GC Wealth Management RIA LLC

Key Points

• GC Wealth Management RIA LLC trimmed its Duke Energy stake by 75.6% in Q4, selling 10,553 shares and leaving 3,400 shares valued at about $399,000.
• Insider selling continues: CEO Louis E. Renjel sold 6,800 shares (a 23.61% reduction) for ~$868,156 on Feb. 12, and SVP Regis T. Repko sold 962 shares, signaling management stock reductions.
• Duke slightly beat quarterly EPS and revenue ($1.50 vs. $1.49; $7.94B vs. $7.57B), and analysts hold a consensus "Moderate Buy" with a $140.25 target (Barclays raised its target to $143), but proposed rate hikes, customer protests and regulatory scrutiny are creating notable near‑term headwinds for the stock.

GC Wealth Management RIA LLC trimmed its holdings in shares of Duke Energy Corporation (NYSE:DUK - Free Report) by 75.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,400 shares of the utilities provider's stock after selling 10,553 shares during the period. GC Wealth Management RIA LLC's holdings in Duke Energy were worth $399,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Dorato Capital Management acquired a new position in shares of Duke Energy during the fourth quarter valued at $26,000. KERR FINANCIAL PLANNING Corp acquired a new position in shares of Duke Energy during the third quarter valued at $27,000. Lodestone Wealth Management LLC acquired a new position in shares of Duke Energy during the fourth quarter valued at $30,000. Mowery & Schoenfeld Wealth Management LLC increased its holdings in shares of Duke Energy by 300.0% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 280 shares of the utilities provider's stock valued at $33,000 after purchasing an additional 210 shares during the period. Finally, Wiser Advisor Group LLC acquired a new position in shares of Duke Energy during the third quarter valued at $34,000. 65.31% of the stock is owned by institutional investors and hedge funds.

Duke Energy Price Performance

NYSE:DUK opened at $128.78 on Friday. The business's 50-day moving average price is $129.82 and its 200 day moving average price is $124.30. The firm has a market cap of $100.20 billion, a P/E ratio of 20.38 and a beta of 0.41. Duke Energy Corporation has a 52-week low of $111.22 and a 52-week high of $134.49. 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 (NYSE:DUK - Get Free Report) last released its earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.49 by $0.01. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.The firm had revenue of $7.94 billion for the quarter, compared to analyst estimates of $7.57 billion. During the same period in the previous year, the company earned $1.66 earnings per share. As a group, sell-side analysts predict that Duke Energy Corporation will post 6.7 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Louis E. Renjel sold 6,800 shares of the stock in a transaction on 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 in the company, valued at $2,809,633.69. This trade represents a 23.61% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Regis T. Repko sold 962 shares of the stock in a transaction on 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 transaction, the senior vice president owned 3,896 shares of the company's stock, valued at $498,142.56. This trade represents 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

A number of research analysts have recently commented on the company. Barclays raised their price target on Duke Energy from $127.00 to $143.00 and gave the company an "overweight" rating in a report on Tuesday, April 7th. Evercore reissued an "in-line" rating and set a $139.00 price target on shares of Duke Energy in a report on Thursday, March 5th. Wall Street Zen raised Duke Energy from a "sell" rating to a "hold" rating in a report on Saturday, March 28th. Jefferies Financial Group lifted their target price on Duke Energy from $125.00 to $141.00 and gave the stock a "hold" rating in a report on Tuesday, February 17th. Finally, Capitol Sec Mgt lowered Duke Energy from a "strong-buy" rating to a "hold" rating in a report on Friday, April 10th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $140.25.

More Duke Energy News

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

• Positive Sentiment: South Carolina regulators approved a settlement to combine Duke Energy Carolinas and Duke Energy Progress, an agreement that the company says includes guaranteed, trackable long‑term customer savings backed by shareholder commitments — a regulatory win that reduces execution risk and may improve future rate outcomes. South Carolina customers projected to benefit from billions in long-term savings from approved combination of Duke Energy utilities
• Positive Sentiment: Local goodwill/ESG: The Duke Energy Foundation awarded $275,000 for South Carolina green-space projects, a modest reputational positive that supports community relations amid rate debates. Duke Energy Foundation awards $275,000 for SC green spaces
• Neutral Sentiment: Security/operations: Extra security measures are being implemented after a threat related to Duke’s CEO speaking at an NC State commencement — operational/PR risk but not directly financial. A look at graduation security measures after threat against Duke Energy CEO set to speak at NC State commencement
• Neutral Sentiment: Operational risk: Duke continues to monitor extreme drought conditions that could force water restrictions — something to watch for potential operational impacts in affected service areas. Duke Energy continues to monitor extreme drought conditions, mandatory water restrictions possible
• Negative Sentiment: Regulatory/political pressure: Multiple hearings and public rallies show strong customer opposition to a proposed rate hike (reports cite possible increases as high as ~18% and emotional testimony about affordability), creating regulatory and reputational headwinds that can pressure near‑term shares. Duke customers speak against rate hike in hearing
• Negative Sentiment: Public protests and critical coverage amplify downside risk from the rate fight — stories highlight customer hardship and label the hike a “nightmare,” increasing political scrutiny and potential for tougher regulatory outcomes. Protestors push back against ‘fossil fuels from hell’ during Duke Energy rate hike hearing
• Negative Sentiment: Market reaction: Recent coverage notes the stock has dipped more than the broader market amid these developments, suggesting investor sensitivity to the regulatory/rate narratives. Duke Energy (DUK) Dips More Than Broader Market: What You Should Know

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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