Goldstein Advisors LLC Reduces Stock Position in Duke Energy Corporation $DUK

02 Jan 2026, 12:20 by Sarita Garza · The Markets Daily

Goldstein Advisors LLC lessened its holdings in Duke Energy Corporation (NYSE:DUK – Free Report) by 88.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,000 shares of the utilities provider’s stock after selling 15,944 shares during the period. Goldstein Advisors LLC’s holdings in Duke Energy were worth $248,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Legacy Investment Solutions LLC bought a new position in shares of Duke Energy in the second quarter worth about $28,000. Mascoma Wealth Management LLC lifted its holdings in Duke Energy by 53.7% during the 2nd quarter. Mascoma Wealth Management LLC now owns 249 shares of the utilities provider’s stock valued at $29,000 after buying an additional 87 shares in the last quarter. Access Investment Management LLC purchased a new stake in Duke Energy in the 2nd quarter valued at about $31,000. Trifecta Capital Advisors LLC grew its stake in Duke Energy by 2,284.6% in the 2nd quarter. Trifecta Capital Advisors LLC now owns 310 shares of the utilities provider’s stock worth $37,000 after acquiring an additional 297 shares in the last quarter. Finally, Anfield Capital Management LLC increased its position in shares of Duke Energy by 2,608.3% during the second quarter. Anfield Capital Management LLC now owns 325 shares of the utilities provider’s stock worth $38,000 after acquiring an additional 313 shares during the period. 65.31% of the stock is currently owned by institutional investors.

Insider Activity at Duke Energy

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

Duke Energy Trading Down 0.3%

Shares of NYSE:DUK opened at $117.27 on Friday. The company has a market capitalization of $91.20 billion, a PE ratio of 18.44, a P/E/G ratio of 2.70 and a beta of 0.50. The company has a current ratio of 0.63, a quick ratio of 0.40 and a debt-to-equity ratio of 1.54. Duke Energy Corporation has a 12-month low of $105.20 and a 12-month high of $130.03. The business’s fifty day simple moving average is $120.55 and its 200-day simple moving average is $121.23.

Duke Energy (NYSE:DUK – Get Free Report) last issued 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. Duke Energy had a return on equity of 9.98% and a net margin of 15.76%.The firm had revenue of $8.54 billion during the quarter, compared to analysts’ expectations of $8.51 billion. During the same period in the prior year, the business posted $1.62 EPS. The firm’s quarterly revenue was up 4.8% on a year-over-year basis. As a group, equities research analysts predict that Duke Energy Corporation will post 6.33 earnings per share for the current fiscal year.

Duke Energy Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Friday, November 14th were given a $1.065 dividend. The ex-dividend date of this dividend was Friday, November 14th. This represents a $4.26 dividend on an annualized basis and a dividend yield of 3.6%. Duke Energy’s payout ratio is presently 66.98%.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on DUK shares. The Goldman Sachs Group boosted their price target on Duke Energy from $138.00 to $141.00 and gave the company a “buy” rating in a report on Thursday, November 13th. BTIG Research raised Duke Energy to a “strong-buy” rating in a research report on Wednesday, October 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Duke Energy in a report on Monday. Wells Fargo & Company upgraded Duke Energy to a “hold” rating in a research note on Tuesday, October 28th. Finally, BMO Capital Markets decreased their price objective on Duke Energy from $138.00 to $136.00 in a report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $136.50.

Get Our Latest Report on DUK

About Duke Energy

(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.