SevenBridge Financial Group LLC Acquires 4,537 Shares of Duke Energy Corporation $DUK

SevenBridge Financial Group LLC boosted its holdings in shares of Duke Energy Corporation (NYSE:DUK) by 11.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 45,393 shares of the utilities provider’s stock after purchasing an additional 4,537 shares during the quarter. SevenBridge Financial Group LLC’s holdings in Duke Energy were worth $5,392,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Dorato Capital Management bought a new stake in shares of Duke Energy in the 4th quarter worth approximately $26,000. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Duke Energy in the 3rd quarter worth approximately $27,000. Lodestone Wealth Management LLC bought a new stake in shares of Duke Energy in the 4th quarter worth approximately $30,000. Mowery & Schoenfeld Wealth Management LLC lifted its position in shares of Duke Energy by 300.0% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 280 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 210 shares during the period. Finally, Cornerstone Planning Group LLC lifted its position in shares of Duke Energy by 13,750.0% in the 4th quarter. Cornerstone Planning Group LLC now owns 277 shares of the utilities provider’s stock worth $33,000 after acquiring an additional 275 shares during the period. Institutional investors own 65.31% of the company’s stock.

Key Stories Impacting Duke Energy

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 Price Performance

Duke Energy stock opened at $128.78 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 company has a market capitalization of $100.20 billion, a PE ratio of 20.38 and a beta of 0.41. Duke Energy Corporation has a one year low of $111.22 and a one year high of $134.49. The business has a 50 day simple moving average of $129.82 and a 200 day simple moving average of $124.30.

Duke Energy (NYSE:DUK) last posted its earnings results on Monday, February 9th. The utilities provider reported $1.50 EPS for the quarter, topping the consensus estimate of $1.49 by $0.01. The business had revenue of $7.94 billion during the quarter, compared to the consensus estimate of $7.57 billion. Duke Energy had a return on equity of 9.66% and a net margin of 15.41%.During the same quarter last year, the company earned $1.66 EPS. On average, sell-side analysts forecast that Duke Energy Corporation will post 6.7 EPS for the current fiscal year.

Insider Activity at Duke Energy

In related news, CEO Louis E. Renjel sold 6,800 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was 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 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 filing with the Securities & Exchange Commission, which is available through the SEC website. 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 value of $123,001.32. Following 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 SEC filing for this sale provides additional information. 0.12% of the stock is owned by company insiders.

Analysts Set New Price Targets

DUK has been the subject of a number of research reports. UBS Group raised their price objective on Duke Energy from $136.00 to $140.00 in a research report on Monday, March 9th. Evercore reiterated an “in-line” rating and issued a $139.00 price objective on shares of Duke Energy in a research report on Thursday, March 5th. Capitol Sec Mgt downgraded Duke Energy from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 10th. Jefferies Financial Group raised their price objective on Duke Energy from $125.00 to $141.00 and gave the stock a “hold” rating in a research report on Tuesday, February 17th. Finally, JPMorgan Chase & Co. raised their price objective on Duke Energy from $138.00 to $139.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. One investment 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 data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target 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.