Level Four Advisory Services LLC Grows Holdings in Duke Energy Corporation $DUK

29 Nov 2025, 12:50 by Danessa Lincoln · The Markets Daily

Level Four Advisory Services LLC increased its stake in Duke Energy Corporation (NYSE:DUK – Free Report) by 11.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 41,583 shares of the utilities provider’s stock after buying an additional 4,258 shares during the period. Level Four Advisory Services LLC’s holdings in Duke Energy were worth $4,907,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its position in shares of Duke Energy by 11.6% during the fourth quarter. Brighton Jones LLC now owns 6,754 shares of the utilities provider’s stock worth $728,000 after purchasing an additional 700 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in Duke Energy during the first quarter valued at approximately $27,000. Harbour Investments Inc. lifted its holdings in Duke Energy by 2.6% during the 1st quarter. Harbour Investments Inc. now owns 21,701 shares of the utilities provider’s stock worth $2,647,000 after buying an additional 559 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Duke Energy by 448.6% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 22,609 shares of the utilities provider’s stock worth $2,758,000 after buying an additional 18,488 shares during the last quarter. Finally, Nicolet Advisory Services LLC grew its position in shares of Duke Energy by 50.4% in the 1st quarter. Nicolet Advisory Services LLC now owns 4,081 shares of the utilities provider’s stock worth $477,000 after acquiring an additional 1,367 shares in the last quarter. 65.31% of the stock is currently owned by institutional investors.

Insider Transactions at Duke Energy

In related news, EVP Robert Alexander Glenn sold 8,200 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $123.80, for a total value of $1,015,160.00. Following the completion of the transaction, the executive vice president directly owned 11,367 shares of the company’s stock, valued at $1,407,234.60. This represents a 41.91% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.14% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on DUK shares. BMO Capital Markets reduced their price objective on Duke Energy from $138.00 to $136.00 in a research note on Monday, November 10th. The Goldman Sachs Group increased their target price on shares of Duke Energy from $138.00 to $141.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Scotiabank set a $137.00 price target on shares of Duke Energy and gave the stock a “sector outperform” rating in a research report on Friday, October 3rd. BTIG Research raised shares of Duke Energy to a “strong-buy” rating in a report on Wednesday, October 22nd. Finally, Morgan Stanley reiterated an “underperform” rating on shares of Duke Energy in a research note on Thursday, November 20th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $138.44.

View Our Latest Stock Analysis on Duke Energy

Duke Energy Stock Performance

DUK stock opened at $123.77 on Friday. Duke Energy Corporation has a 1 year low of $105.20 and a 1 year high of $130.03. The stock has a market capitalization of $96.25 billion, a price-to-earnings ratio of 20.12, a PEG ratio of 3.05 and a beta of 0.45. The company has a debt-to-equity ratio of 1.55, a quick ratio of 0.42 and a current ratio of 0.66. The stock’s fifty day moving average is $124.57 and its two-hundred day moving average is $121.08.

Duke Energy (NYSE:DUK – Get Free Report) last released its quarterly earnings data on Thursday, November 6th. The utilities provider reported $1.81 earnings per share for the quarter, topping analysts’ consensus estimates of $1.75 by $0.06. The business had revenue of $8.54 billion for the quarter, compared to analysts’ expectations of $8.51 billion. Duke Energy had a net margin of 15.51% and a return on equity of 9.85%. The company’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.62 EPS. On average, research analysts predict that Duke Energy Corporation will post 6.33 EPS for the current year.

Duke Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 16th. Stockholders of record on Friday, November 14th will be given a dividend of $1.065 per share. The ex-dividend date is Friday, November 14th. This represents a $4.26 annualized dividend and a dividend yield of 3.4%. Duke Energy’s payout ratio is currently 66.98%.

Duke Energy Company Profile

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