Windward Capital Management Co. CA Sells 4,259 Shares of Duke Energy Corporation $DUK

24 Apr 2026, 10:26 by Scott Moore · The Cerbat Gem

Windward Capital Management Co. CA lessened its stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 6.3% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 63,298 shares of the utilities provider’s stock after selling 4,259 shares during the period. Windward Capital Management Co. CA’s holdings in Duke Energy were worth $7,419,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of DUK. Applied Finance Capital Management LLC acquired a new position in shares of Duke Energy in the 3rd quarter valued at about $1,046,000. Lockheed Martin Investment Management Co. lifted its position 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 valued at $33,985,000 after purchasing an additional 27,820 shares in the last quarter. Alley Investment Management Company LLC grew its position in Duke Energy by 13.0% in the 3rd quarter. Alley Investment Management Company LLC now owns 88,018 shares of the utilities provider’s stock worth $10,892,000 after purchasing an additional 10,108 shares in the last quarter. Greystone Financial Group LLC lifted its holdings in 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 acquiring an additional 10,580 shares during the period. Finally, Oppenheimer & Co. Inc. grew its position in shares of Duke Energy by 9.2% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 150,426 shares of the utilities provider’s stock valued at $18,615,000 after acquiring an additional 12,677 shares during the period. 65.31% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have issued reports on the company. JPMorgan Chase & Co. boosted their target price on Duke Energy from $138.00 to $139.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Duke Energy in a report on Monday, December 29th. Barclays boosted their target price on shares of Duke Energy from $127.00 to $143.00 and gave the company an “overweight” rating in a report on Tuesday, April 7th. Wells Fargo & Company boosted their price objective on Duke Energy from $135.00 to $136.00 and gave the company an “equal weight” rating in a research note on Monday. Finally, BTIG Research reissued a “buy” rating and set a $141.00 price objective on shares of Duke Energy in a report on Friday, January 30th. One equities research 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, the stock currently has an average rating of “Moderate Buy” and an average target price of $140.25.

Get Our Latest Analysis on Duke Energy

Insider Buying and Selling

In related news, SVP Regis T. Repko sold 962 shares of Duke Energy 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 transaction, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Louis E. Renjel sold 6,800 shares of the business’s stock in a transaction 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 sale, the chief executive officer directly owned 22,007 shares of the company’s stock, valued at $2,809,633.69. This represents a 23.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.12% of the company’s stock.

Key Headlines Impacting Duke Energy

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

Positive Sentiment: Robinson nuclear plant receives a 20-year NRC license renewal (operating to 2050), strengthening long-term generation reliability and supporting regulated cash flows and local economics. Robinson Nuclear Plant receives approval from U.S. Nuclear Regulatory Commission to continue operating until 2050
Positive Sentiment: Analyst action: Truist upgraded DUK to “strong-buy,” adding upside momentum and institutional interest. Truist upgrade (reported via Zacks)
Positive Sentiment: Recent share performance and investor interest are firming (noted uptick over the last day and stronger 90-day returns), which can attract momentum flows. A Look At Duke Energy (DUK) Valuation As Analysts And DCF Offer Mixed Signals
Neutral Sentiment: Valuation coverage is mixed: analyst ratings and DCF-based valuations send conflicting signals on fair value, implying upside is debated among sell-side models. A Look At Duke Energy (DUK) Valuation As Analysts And DCF Offer Mixed Signals
Neutral Sentiment: Community and ESG news (Earth Day grants, Tree Line USA award) bolster PR and regulatory goodwill but have limited near-term earnings impact. Duke Energy invests nearly $620,000 to strengthen North Carolina’s natural spaces, resilience and community pride this Earth Day
Negative Sentiment: Governance/regulatory risk: media scrutiny over roughly $22M in CEO pay while Duke seeks rate increases could complicate regulatory proceedings and public perception. Duke Energy faces criticism for $22M in CEO pay as it seeks rate increases
Negative Sentiment: Sell-side caution: Morgan Stanley issued a pessimistic forecast for DUK, and BMO trimmed its price target from $143 to $139 (rating unchanged), signaling limited near-term upside in some analyst models. Morgan Stanley Issues Pessimistic Forecast for Duke Energy BMO lowers price target to $139, maintains outperform

Duke Energy Stock Up 2.3%

Shares of NYSE:DUK opened at $128.09 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. Duke Energy Corporation has a one year low of $111.22 and a one year high of $134.49. The company has a market cap of $99.67 billion, a price-to-earnings ratio of 20.27 and a beta of 0.46. The firm has a fifty day moving average price of $129.74 and a two-hundred day moving average price of $124.21.

Duke Energy (NYSE:DUK – Get Free Report) last announced its earnings results on Monday, February 9th. The utilities provider reported $1.50 earnings per share for the quarter, beating analysts’ consensus estimates of $1.49 by $0.01. The business had revenue of $7.94 billion for 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 period last year, the firm posted $1.66 earnings per share. Analysts anticipate that Duke Energy Corporation will post 6.7 EPS for the current fiscal year.

Duke Energy Company Profile

(Free Report)

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.