Duke Energy Ownership

DUK Stock  USD 117.42  0.38  0.32%   
Duke Energy holds a total of 772.48 Million outstanding shares. Over half of Duke Energy's outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to as corporate investors that obtain positions in a given instrument to benefit from reduced trade commissions. Please note that on July 24, 2024, Representative Marjorie Taylor Greene of US Congress acquired under $15k worth of Duke Energy's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
772 M
Current Value
773 M
Avarage Shares Outstanding
399.6 M
Quarterly Volatility
243.1 M
 
Black Monday
 
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Housing Crash
 
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Covid
Some institutional investors establish a significant position in stocks such as Duke Energy in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Duke Energy, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Duke Energy's Dividend Yield is quite stable compared to the past year. Dividend Paid And Capex Coverage Ratio is expected to rise to 0.84 this year, although the value of Dividends Paid will most likely fall to about 1.8 B. The value of Common Stock Shares Outstanding is expected to slide to about 431.5 M. The value of Net Income Applicable To Common Shares is expected to slide to about 2.3 B.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Duke Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.

Duke Stock Ownership Analysis

About 67.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.84. Some equities with similar Price to Book (P/B) outperform the market in the long run. Duke Energy has Price/Earnings To Growth (PEG) ratio of 2.71. The entity recorded earning per share (EPS) of 5.57. The firm last dividend was issued on the 15th of November 2024. Duke Energy had 1:3 split on the 3rd of July 2012. Duke Energy Corporation, together with its subsidiaries, operates as an energy company in the United States. The company was founded in 1904 and is headquartered in Charlotte, North Carolina. Duke Energy operates under UtilitiesRegulated Electric classification in the United States and is traded on New York Stock Exchange. It employs 27605 people. To learn more about Duke Energy call R Glenn at 800 488 3853 or check out https://www.duke-energy.com.
Besides selling stocks to institutional investors, Duke Energy also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Duke Energy's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Duke Energy's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Duke Energy Quarterly Liabilities And Stockholders Equity

183.57 Billion

Duke Energy Insider Trades History

Less than 1% of Duke Energy are currently held by insiders. Unlike Duke Energy's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Duke Energy's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Duke Energy's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Duke Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Duke Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Duke Energy backward and forwards among themselves. Duke Energy's institutional investor refers to the entity that pools money to purchase Duke Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Franklin Resources Inc2024-09-30
8.1 M
Legal & General Group Plc2024-06-30
7.8 M
Northern Trust Corp2024-09-30
7.5 M
Fmr Inc2024-09-30
7.4 M
Pathway Financial Advisors, Llc2024-09-30
6.8 M
Bank Of New York Mellon Corp2024-06-30
5.1 M
Gqg Partners Llc2024-09-30
4.4 M
Neuberger Berman Group Llc2024-06-30
4.4 M
Amvescap Plc.2024-06-30
4.4 M
Vanguard Group Inc2024-09-30
72.1 M
Blackrock Inc2024-06-30
58.5 M
Note, although Duke Energy's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Duke Energy Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Duke Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Duke Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Duke Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Duke Energy's latest congressional trading

Congressional trading in companies like Duke Energy, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Duke Energy by those in governmental positions are based on the same information available to the general public.
2024-07-24Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2022-12-31Representative Mo BrooksAcquired Under $15KVerify
2022-06-12Representative Mo BrooksAcquired Under $15KVerify
2021-01-26Representative Mo BrooksAcquired Under $15KVerify
2018-10-25Representative Mo BrooksAcquired $15K to $50KVerify
2018-09-27Representative Mo BrooksAcquired $15K to $50KVerify
2018-05-02Representative Mo BrooksAcquired $15K to $50KVerify

Duke Energy Outstanding Bonds

Duke Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Duke Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Duke bonds can be classified according to their maturity, which is the date when Duke Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Duke Energy Corporate Filings

F4
18th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
7th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
20th of August 2024
Other Reports
ViewVerify
24th of June 2024
Other Reports
ViewVerify

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When determining whether Duke Energy is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Duke Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Duke Energy Stock. Highlighted below are key reports to facilitate an investment decision about Duke Energy Stock:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Duke Energy. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Duke Stock please use our How to buy in Duke Stock guide.
You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Duke Energy. If investors know Duke will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Duke Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.01
Dividend Share
4.12
Earnings Share
5.57
Revenue Per Share
38.55
Quarterly Revenue Growth
0.02
The market value of Duke Energy is measured differently than its book value, which is the value of Duke that is recorded on the company's balance sheet. Investors also form their own opinion of Duke Energy's value that differs from its market value or its book value, called intrinsic value, which is Duke Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Duke Energy's market value can be influenced by many factors that don't directly affect Duke Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Duke Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Duke Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duke Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.