Oak Harvest Investment Services Cuts Stock Position in Duke Energy Corporation $DUK

Oak Harvest Investment Services lowered its position in Duke Energy Corporation (NYSE:DUK) by 12.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 93,332 shares of the utilities provider’s stock after selling 13,721 shares during the quarter. Duke Energy comprises approximately 0.4% of Oak Harvest Investment Services’ investment portfolio, making the stock its 23rd largest holding. Oak Harvest Investment Services’ holdings in Duke Energy were worth $10,940,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Dorato Capital Management purchased a new position in shares of Duke Energy in the 4th quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Duke Energy in the 3rd quarter worth approximately $27,000. Lodestone Wealth Management LLC purchased a new position in shares of Duke Energy in the 4th quarter worth approximately $30,000. Wiser Advisor Group LLC acquired a new stake in Duke Energy in the 3rd quarter worth approximately $34,000. Finally, Bare Financial Services Inc boosted its stake in Duke Energy by 211.1% in the 3rd quarter. Bare Financial Services Inc now owns 280 shares of the utilities provider’s stock worth $35,000 after purchasing an additional 190 shares in the last quarter. Hedge funds and other institutional investors own 65.31% of the company’s stock.

Insider Buying and Selling at Duke Energy

In related news, CEO Louis E. Renjel sold 6,800 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $127.67, for a total value of $868,156.00. Following the completion of the sale, the chief executive officer owned 22,007 shares of the company’s stock, valued at approximately $2,809,633.69. The trade was a 23.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Regis T. Repko sold 962 shares of the business’s stock in a transaction 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 completion of the sale, the senior vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. 0.12% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts recently commented on DUK shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Duke Energy in a research note on Monday, December 29th. UBS Group lifted their target price on shares of Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. Wall Street Zen upgraded shares of Duke Energy from a “sell” rating to a “hold” rating in a research note on Saturday, March 28th. Morgan Stanley set a $139.00 price objective on shares of Duke Energy in a research note on Friday, February 20th. Finally, Royal Bank Of Canada decreased their price objective on shares of Duke Energy from $143.00 to $140.00 and set a “sector perform” rating for the company in a research note on Friday, January 23rd. Nine analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Duke Energy presently has an average rating of “Hold” and an average target price of $140.20.

More Duke Energy News

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

• Positive Sentiment: Duke’s community and ESG outreach continues to generate goodwill — the Duke Energy Foundation awarded ~32 grants (~$250k) to revitalize parks and local projects across six states, plus targeted Florida grants. These items help stakeholder relations and local regulatory goodwill. Duke Energy Foundation announces first round of America250 grants to strengthen Florida communities
• Positive Sentiment: Duke highlights longer-term clean-energy positioning and climate financing initiatives, signaling commitment to growth in the energy transition — a strategic positive for long-term investors. Unlocking Trillions for Clean Energy and Climate Solutions
• Neutral Sentiment: Earnings outlook: Analysts expect modest, single-digit profit growth for Q1 2026; upcoming quarterly results will be a near-term catalyst but projections are not aggressive. What to Expect From Duke Energy’s Q1 2026 Earnings Report
• Neutral Sentiment: Duke and peers are increasing grid and clean-energy investments to serve rising AI/data-center demand — this supports long-term demand but requires capital deployment. Duke Energy vs. AES: Which Utility Stock Is the Better Buy Right Now?
• Negative Sentiment: Regulatory risk: Duke asked North Carolina regulators to recover more than $800M in winter fuel and power-purchase costs; approval would boost cash flow but the request has drawn political pushback and could pressure customer rates. Duke Energy seeks price increase in North Carolina to recoup winter power costs
• Negative Sentiment: Political opposition: North Carolina’s governor has publicly opposed the ~$800M recovery plan, saying it could raise bills — heightens regulatory uncertainty and reputational risk. Gov. Stein opposes $800M Duke Energy plan, says it could raise NC power bills
• Negative Sentiment: Peer comparison: Analysts/coverage note NextEra Energy (NEE) shows stronger earnings momentum, higher ROE and lower leverage — making DUK relatively less attractive to growth-focused investors. NextEra Energy vs. Duke Energy: Which Utility Stock Has Better Upside?

Duke Energy Stock Performance

DUK opened at $128.14 on Friday. The company has a debt-to-equity ratio of 1.54, a current ratio of 0.55 and a quick ratio of 0.33. The firm has a fifty day moving average price of $129.54 and a 200 day moving average price of $124.10. Duke Energy Corporation has a 1 year low of $111.22 and a 1 year high of $134.49. The stock has a market cap of $99.71 billion, a P/E ratio of 20.27 and a beta of 0.46.

Duke Energy (NYSE:DUK) last posted its earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $7.94 billion during the quarter, compared to analysts’ expectations of $7.57 billion. During the same period in the previous year, the business posted $1.66 EPS. Equities research analysts anticipate that Duke Energy Corporation will post 6.33 earnings per share for the current year.

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.