Marathon Strategic Advisors LLC Makes New $577,000 Investment in Duke Energy Corporation $DUK

Marathon Strategic Advisors LLC bought a new stake in shares of Duke Energy Corporation (NYSE:DUK) in the 3rd quarter, Holdings Channel reports. The fund bought 4,666 shares of the utilities provider’s stock, valued at approximately $577,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. WealthShield Partners LLC boosted its holdings in Duke Energy by 0.3% in the second quarter. WealthShield Partners LLC now owns 25,453 shares of the utilities provider’s stock valued at $3,003,000 after purchasing an additional 80 shares during the last quarter. Private Wealth Asset Management LLC raised its position in shares of Duke Energy by 6.4% in the 2nd quarter. Private Wealth Asset Management LLC now owns 1,408 shares of the utilities provider’s stock valued at $166,000 after purchasing an additional 85 shares in the last quarter. Sentry LLC raised its position in shares of Duke Energy by 4.9% in the 2nd quarter. Sentry LLC now owns 1,831 shares of the utilities provider’s stock valued at $216,000 after purchasing an additional 86 shares in the last quarter. Centurion Wealth Management LLC boosted its stake in shares of Duke Energy by 3.0% during the 2nd quarter. Centurion Wealth Management LLC now owns 2,991 shares of the utilities provider’s stock valued at $353,000 after buying an additional 87 shares during the last quarter. Finally, Mascoma Wealth Management LLC grew its position in shares of Duke Energy by 53.7% during the second quarter. Mascoma Wealth Management LLC now owns 249 shares of the utilities provider’s stock worth $29,000 after buying an additional 87 shares in the last quarter. 65.31% of the stock is owned by hedge funds and other institutional investors.

Key Stores Impacting Duke Energy

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

• Positive Sentiment: South Carolina regulators approved a Duke Energy Progress rate increase that will take effect in 2026, supporting near‑term revenue and allowed returns. South Carolina regulators approve Duke Energy Progress rate hike hitting bills in 2026
• Positive Sentiment: An analyst price target was raised to $146, indicating some broker optimism about upside. Duke Energy (NYSE:DUK) Price Target Raised to $146.00
• Positive Sentiment: Management is pursuing cost savings (combining Carolina operations to target ~$1B in savings) and investing in outage‑response technology—measures that support margins and operational resilience. Customers urge Duke Energy to delay rate hikes as it combines Carolina businesses to save $1 billion
• Neutral Sentiment: Brokerage consensus is around a “Moderate Buy” and industry pieces compare DUK vs. EXC for clean‑energy/upside potential—useful context for income‑focused investors but not an immediate catalyst. Duke Energy Corporation (NYSE:DUK) Given Average Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Coverage and features (behind‑the‑scenes videos, distribution control center stories) highlight operational improvements and tech adoption—positive PR but limited immediate market impact. Behind The Scenes At Duke Energy
• Negative Sentiment: Two arrests in an ongoing fraud case allege schemes that defrauded Duke Energy of significant sums; the prosecutions raise reputational and potential recovery/cost questions. 2nd arrest made in ongoing Duke Energy fraud case, authorities say
• Negative Sentiment: Local reporting shows customers being hit by unexpected deposit fees added to electric bills and mounting pushback against steep rate increases amid reports of high company profits—this can fuel regulatory/political pressure and customer complaints. Duke Energy customers shocked by unexpected deposit fees added to electric bills
• Negative Sentiment: Coverage alleges Duke failed a state grid‑reliability test and then sought an easier standard—raises regulatory scrutiny and could pressure future approvals or require additional investment. Duke Energy failed state test for power grid reliability, then asked for an easier test

Analyst Ratings Changes

Several analysts recently issued reports on DUK shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Duke Energy in a report on Monday. The Goldman Sachs Group boosted their target price on shares of Duke Energy from $138.00 to $141.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Barclays increased their price target on shares of Duke Energy from $131.00 to $135.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 14th. BMO Capital Markets lowered their price objective on Duke Energy from $138.00 to $136.00 in a report on Monday, November 10th. Finally, Scotiabank upped their price objective on Duke Energy from $137.00 to $146.00 and gave the company a “sector outperform” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Duke Energy has an average rating of “Moderate Buy” and an average target price of $136.50.

Duke Energy Stock Down 1.7%

NYSE:DUK opened at $115.57 on Friday. The company has a current ratio of 0.63, a quick ratio of 0.40 and a debt-to-equity ratio of 1.54. The stock has a 50 day moving average of $122.49 and a 200-day moving average of $121.16. The firm has a market capitalization of $89.88 billion, a PE ratio of 18.17, a price-to-earnings-growth ratio of 2.71 and a beta of 0.49. Duke Energy Corporation has a 52 week low of $105.20 and a 52 week high of $130.03.

Duke Energy (NYSE:DUK) last released its quarterly earnings data on Thursday, November 6th. The utilities provider reported $1.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.75 by $0.06. Duke Energy had a return on equity of 9.98% and a net margin of 15.76%.The business had revenue of $8.54 billion during the quarter, compared to analyst estimates of $8.51 billion. During the same quarter in the previous year, the firm posted $1.62 EPS. The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. Analysts predict that Duke Energy Corporation will post 6.33 EPS for the current year.

Duke Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Investors of record on Friday, November 14th were issued a $1.065 dividend. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date of this dividend was Friday, November 14th. Duke Energy’s dividend payout ratio (DPR) is 66.98%.

Insiders Place Their Bets

In related news, EVP Robert Alexander Glenn sold 8,200 shares of Duke Energy stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $123.80, for a total value of $1,015,160.00. Following the sale, the executive vice president directly owned 11,367 shares in the company, valued at $1,407,234.60. This trade represents a 41.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.14% of the stock is currently owned by corporate insiders.

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.