Synergy Asset Management LLC Makes New Investment in Duke Energy Corporation $DUK

27 Mar 2026, 11:02 by Kim Johansen · The Markets Daily

Synergy Asset Management LLC acquired a new stake in Duke Energy Corporation (NYSE:DUK – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 41,282 shares of the utilities provider’s stock, valued at approximately $4,839,000.

Several other hedge funds and other institutional investors have also made changes to their positions in DUK. Brighton Jones LLC increased its stake in Duke Energy by 11.6% in the fourth quarter. Brighton Jones LLC now owns 6,754 shares of the utilities provider’s stock valued at $728,000 after purchasing an additional 700 shares during the last quarter. Empowered Funds LLC boosted its holdings in shares of Duke Energy by 19.6% in the 1st quarter. Empowered Funds LLC now owns 23,162 shares of the utilities provider’s stock valued at $2,825,000 after buying an additional 3,797 shares in the last quarter. Schnieders Capital Management LLC. boosted its holdings in shares of Duke Energy by 1.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 31,238 shares of the utilities provider’s stock valued at $3,686,000 after buying an additional 315 shares in the last quarter. CreativeOne Wealth LLC grew its position in shares of Duke Energy by 12.0% in the 2nd quarter. CreativeOne Wealth LLC now owns 12,404 shares of the utilities provider’s stock valued at $1,464,000 after buying an additional 1,326 shares during the last quarter. Finally, XTX Topco Ltd acquired a new stake in Duke Energy during the 2nd quarter worth $234,000. Institutional investors and hedge funds own 65.31% of the company’s stock.

Duke Energy Stock Performance

NYSE DUK opened at $129.37 on Friday. The firm has a market cap of $100.66 billion, a P/E ratio of 20.47 and a beta of 0.50. Duke Energy Corporation has a 52-week low of $111.22 and a 52-week high of $134.49. The business’s 50-day moving average price is $126.14 and its 200 day moving average price is $123.10. 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 posted its quarterly earnings data on Monday, February 9th. The utilities provider reported $1.50 earnings per share 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 company had revenue of $7.94 billion during the quarter, compared to analysts’ expectations of $7.57 billion. During the same period last year, the firm earned $1.66 EPS. On average, equities research analysts expect that Duke Energy Corporation will post 6.33 earnings per share for the current year.

Duke Energy Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 13th were issued a dividend of $1.065 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $4.26 annualized dividend and a dividend yield of 3.3%. Duke Energy’s dividend payout ratio (DPR) is currently 67.41%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on DUK. UBS Group upped their price objective on shares of Duke Energy from $136.00 to $140.00 in a research note on Monday, March 9th. Barclays decreased their target price on Duke Energy from $135.00 to $127.00 and set an “overweight” rating for the company in a research report on Thursday, January 15th. BMO Capital Markets restated an “outperform” rating and set a $136.00 price target on shares of Duke Energy in a research note on Wednesday, February 11th. Wall Street Zen lowered Duke Energy from a “hold” rating to a “sell” rating in a research report on Saturday, March 7th. Finally, Evercore reissued an “in-line” rating and issued a $139.00 price objective on shares of Duke Energy in a report on Thursday, March 5th. Nine analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $137.80.

Check Out Our Latest Research Report on DUK

Insider Buying and Selling at Duke Energy

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 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 trade represents a 23.61% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Regis T. Repko sold 962 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $127.86, for a total transaction of $123,001.32. Following the completion of the transaction, the senior vice president directly owned 3,896 shares in the company, valued at $498,142.56. This represents a 19.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.14% of the stock is owned by company insiders.

Duke Energy News Summary

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

Positive Sentiment: South Carolina regulators approved Duke’s plan to build a new natural gas combined‑cycle plant in Anderson County — the company’s first new generation in the state in a decade, expected to begin construction in 2027 and serve customers by early 2031; the project supports regulated rate recovery, job creation and property tax revenue. Duke Energy secures approval for gas plant in South Carolina
Positive Sentiment: Company messaging and analyst pieces highlight Duke’s Sunbelt footprint as a strategic advantage for serving growing electricity demand from data centers and potential AI load — a structural demand tailwind that can lift long‑term load growth and utility revenue. Duke Energy: Prime Sunbelt Assets Set It Up For AI Tailwinds
Neutral Sentiment: Valuation and dividend coverage: commentary questions whether DUK’s current price fully reflects mixed short‑term returns, dividend outlook and regulated business stability — useful context for investors weighing income vs. growth expectations. Is Duke Energy (DUK) Pricing Fully Reflect Its Mixed Returns And Dividend Outlook
Neutral Sentiment: Customer relief programs in Florida and removal of certain storm cost charges reduce near‑term bill pressure for customers and may lower arrears, a credit‑quality positive, though they can modestly affect recovered storm revenue mechanics. Energy Bill Assistance Available for Qualified Duke Energy Florida Customers
Negative Sentiment: Local opposition to data centers and infrastructure expansions (Rowan County hearing) underscores permitting, community and NIMBY risks that can delay projects and raise build costs. ‘Nobody wants it here.’ Rowan County residents rail against data centers at Duke Energy hearing
Negative Sentiment: Environmental groups and some state leaders are pressing Duke for faster renewable adoption in North Carolina, which could increase near‑term capital spending and regulatory risk as the utility balances reliability, emissions and rate impacts. NC town, environmental groups urge Gov. Stein to push Duke on renewable energy

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.

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.