697,395 Shares in Duke Energy Corporation $DUK Purchased by ANTIPODES PARTNERS Ltd
ANTIPODES PARTNERS Ltd acquired 697,395 shares of Duke Energy (NYSE:DUK) valued at approximately $86.31 million in the third quarter, making it their 22nd largest position. Duke Energy recently exceeded Q4 earnings estimates with an EPS of $1.50 and revenue of $7.94 billion, and declared a quarterly dividend of $1.065. The stock holds a "Moderate Buy" consensus rating with a target price of $135.75, though analysts' views are mixed due to regulatory issues and customer bill spikes alongside positive developments like a strong nuclear reliability record.
Nucor promotes Jack Sullivan to CFO
Nucor Corp. has promoted John L. “Jack” Sullivan to the role of chief financial officer, treasurer, and executive VP, effective March 1. Sullivan, who joined Nucor in 2022, previously served as VP, treasurer, and general manager of investor relations. He succeeds Steve Laxton, who became president and COO on January 1.
Southern Co raises spending plan by 7% as data center power demand swells
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WISCONSIN ELECTRIC POWER CO SEC 10-K Report
Wisconsin Electric Power Co (WELPP) released its 2025 10-K report, showcasing strong financial performance with significant increases in operating revenues, gross margin, operating income, and net income attributed to common shareholders. The company also detailed growth in its customer base, advancements in renewable energy projects, and strategic initiatives to invest in natural gas, solar, wind, and battery storage while aiming for net carbon-neutral electric generation by 2050. Despite facing various regulatory, operational, market, and emerging risks, WELPP plans continued infrastructure investments to meet anticipated demand and maintain long-term sustainability.
Consolidated Edison Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Consolidated Edison (ED) reported strong fourth-quarter 2025 results, with adjusted earnings of 89 cents per share surpassing the Zacks Consensus Estimate despite a year-over-year decline. The company also saw a significant increase in total operating revenues, reaching $3.99 billion and exceeding expectations. Looking ahead, Consolidated Edison provided a 2026 adjusted earnings guidance of $6.00-$6.20 per share and outlined substantial capital investments for the 2026-2030 period.
Consolidated Edison Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Consolidated Edison (ED) reported strong fourth-quarter 2025 results, with adjusted earnings of 89 cents per share surpassing the Zacks Consensus Estimate. Total operating revenues also exceeded expectations, reaching $3.99 billion, an 8.9% increase year-over-year. The company provided its 2026 adjusted earnings guidance, projecting $6.00-$6.20 per share, and outlined significant capital investments for 2026-2030.
Consolidated Edison Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Consolidated Edison reported fourth-quarter 2025 adjusted earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.84, while revenues rose 8.9% year-over-year to $3.99 billion. The company also introduced its 2026 guidance, forecasting adjusted earnings between $6.00 and $6.20 per share and a five-year growth rate of 6-7%.
Report: Threat near Cumberland Fossil Plant prompts TVA construction site evacuation
A reported threat near the Cumberland Fossil Plant in Tennessee led to the evacuation of a nearby TVA construction site on February 17. While emergency crews and law enforcement responded, details about the specific nature of the threat have not been fully released by TVA. This incident follows TVA's recent reversal of plans to close two coal-fired plants, including the Cumberland Fossil Plant.
Nuclear workhorse: Duke Energy turns $600M in tax credits into bill relief
Duke Energy's nuclear fleet achieved a record 96.9% capacity factor in 2025, providing reliable power to over 8 million homes in the Carolinas. This strong performance generated approximately $600 million in federal nuclear production tax credits, which the company states are directly passed on to customers to reduce costs. Duke Energy plans to continue its nuclear strategy by extending operational lifespans, conducting power uprates, and developing advanced reactors to meet growing energy demands.
Ontario Teachers Pension Plan Board Reduces Holdings in Duke Energy Corporation $DUK
The Ontario Teachers Pension Plan Board significantly reduced its holdings in Duke Energy Corporation (NYSE:DUK) by 70.3% in the third quarter, selling 9,688 shares and retaining 4,085 shares valued at $506,000. Other institutional investors have also adjusted their positions in the company. Alongside this, Duke Energy reported quarterly earnings of $1.50 per share, slightly beating analyst estimates, and announced a quarterly dividend of $1.065 per share.
Duke Energy, Charlotte begin LED overhaul of 1,096 uptown lights to boost safety
Duke Energy and the city of Charlotte are undertaking a project to convert over 1,000 uptown lights to LED technology by fall. This upgrade, which aims to enhance safety, will also include smart monitoring capabilities to automatically detect outages. The initiative involves 1,096 lights and is being managed by Duke Energy.
Stronger, Smarter Power Grid to Improve Reliability for 6,000+ Customers in Berks County
FirstEnergy is upgrading the electric grid in Berks County, Pennsylvania, through the Van Reed 69-kV Transmission Project. This initiative, involving a new substation and a four-mile power line, aims to enhance reliability, reduce outages, and support economic growth for over 6,000 customers. The approximately $30 million project is part of FirstEnergy's larger $36 billion Energize365 investment program to modernize and strengthen the grid across its service area.
Southern Company (NYSE: SO): The Nuclear-Powered Engine of the Southeast’s AI Boom
Southern Company (NYSE: SO) has transitioned from a traditional utility to a critical enabler of the AI and data center boom in the Southeast, fueled by the successful operation of Plant Vogtle Units 3 and 4. The company, with a market capitalization exceeding $100 billion, is capitalizing on unprecedented power demand from hyperscalers and a massive $81 billion capital plan, positioning it for significant growth despite regulatory and debt challenges. Its commitment to carbon-free baseload power and a secure 3.3% dividend yield makes it a compelling investment for those seeking exposure to the AI sector.
Duke Energy’s Quiet Re?Rating: Defensive Stock or Value Trap for 2025?
Duke Energy (NYSE:DUK), one of the largest regulated utilities in the US, is highlighted as a defensive play offering a steady dividend and modest upside, appealing to investors seeking income and stability. The article discusses how the company's performance is tied to interest rates, regulatory environments in high-growth states, and capital spending on grid modernization and renewables. While analysts see DUK as fairly valued, not cheap, its role as a core holding for yield and stability, particularly in income-oriented portfolios, remains intact despite ongoing regulatory risks and the complexities of the clean energy transition.
Duke Energy nuclear fleet sets new all-time reliability record, delivers value for customers
Duke Energy's nuclear fleet achieved a new all-time reliability record in 2025 with a 96.9% capacity factor, delivering steady power and approximately $600 million in federal nuclear production tax credit savings to customers. The company's nuclear units are its largest generation source in the Carolinas, strengthening grid reliability and supporting growing energy needs. Duke Energy attributes this success to operational lifespan extension, power uprates, and advanced reactor development, aiming to provide dependable, low-cost power and enhance long-term energy security.
CenterPoint Energy Q4 Earnings Lag Estimates, Revenues Rise Y/Y
CenterPoint Energy, Inc. (CNP) reported adjusted earnings of 45 cents per share for Q4 2025, missing analyst estimates but showing a 12.5% increase year-over-year. The company's revenues for the quarter rose 11.1% to $2.51 billion, exceeding the Zacks Consensus Estimate. CenterPoint Energy also reiterated its 2026 non-GAAP EPS guidance and increased its 10-year capital investment plan to over $65 billion.
AI data centers fuel AES rise as top corporate clean power supplier
AES has been recognized by BloombergNEF as the top seller of clean energy to corporations in the U.S. and the Americas for the fifth consecutive year in 2025. This achievement is largely driven by soaring demand from AI data center development and advanced manufacturing, with corporate Power Purchase Agreements (PPAs) now representing nearly two-thirds of AES' backlog. Google was identified as AES' top corporate buyer in 2025, highlighting the company's significant role in providing clean energy solutions to major technology firms.
Edison International Q4 Earnings Top Estimates, Sales Increase Y/Y
Edison International (EIX) reported strong financial results for the fourth quarter and full year 2025, with adjusted earnings topping Zacks Consensus Estimates by 27.4% and total revenues increasing 30.9% year-over-year. The company's Southern California Edison segment saw a significant rise in adjusted earnings, attributed to cost recoveries and revenue recognition. Despite the positive performance, Edison International's 2026 earnings guidance of $5.90-$6.20 per share is below the Zacks Consensus Estimate.
October 16th Options Now Available For Duke Energy
New options contracts for Duke Energy (DUK) with an October 16th expiration are now available. These contracts offer opportunities for investors to utilize strategies like selling puts at a $125.00 strike for a potential 3.28% return if unexercised, or selling covered calls at a $130.00 strike for a 6.34% total return if the stock is called away. The article highlights the "YieldBoost" from these options, suggesting them as attractive alternatives for investors interested in DUK.
CenterPoint Energy Q4 Earnings Lag Estimates, Revenues Rise Y/Y
CenterPoint Energy (CNP) reported mixed results for Q4 2025, with adjusted earnings of 45 cents per share missing the Zacks Consensus Estimate by 1.1%, while revenues of $2.51 billion surpassed estimates by 6.7% and rose 11.1% year-over-year. Despite the earnings miss, the company saw a 12.5% increase in earnings per share compared to the previous year and provided an optimistic 2026 EPS guidance. CenterPoint also increased its 10-year capital investment plan to over $65 billion through 2035.
CenterPoint Energy Q4 Earnings Lag Estimates, Revenues Rise Y/Y
CenterPoint Energy (CNP) reported mixed results for its fourth quarter of 2025, with adjusted earnings per share of 45 cents missing Zacks Consensus Estimate by 1.1% but revenues of $2.51 billion surpassing estimates by 6.7% and rising 11.1% year-over-year. The company increased its 10-year capital investment plan to over $65 billion and reiterated its 2026 non-GAAP EPS guidance. CNP currently holds a Zacks Rank #4 (Sell).
CenterPoint Energy Q4 Earnings Lag Estimates, Revenues Rise Y/Y
CenterPoint Energy (CNP) reported adjusted earnings of 45 cents per share for Q4 2025, missing the Zacks Consensus Estimate of 46 cents. Despite this, the company's revenues for the quarter rose by 11.1% year-over-year to $2.51 billion, surpassing the Zacks Consensus Estimate. CenterPoint Energy also reiterated its 2026 non-GAAP EPS guidance and increased its 10-year capital investment plan to over $65 billion.
The AI Utility: Southern Company (SO) and the New Energy Tsunami
Southern Company (SO) is positioned as a critical infrastructure play, benefiting from the reshoring of American manufacturing and the "energy tsunami" driven by AI data centers. The company has transitioned from a capital-heavy construction phase with the completion of Plant Vogtle to aggressive operational growth, with investors increasingly viewing it as a growth stock due to its 50 GW pipeline of data center opportunities. Despite risks like interest rates and regulatory friction, Southern Company's strategic focus on reliable, carbon-free power and its favorable position in the thriving Southeast make it a significant holding in the current economic landscape.
L & S Advisors Inc Acquires New Stake in Duke Energy Corporation $DUK
L & S Advisors Inc has acquired a new stake in Duke Energy Corporation, purchasing 30,455 shares valued at approximately $3.77 million. Several other institutional investors also adjusted their positions in DUK, indicating continued investor interest in the utilities provider. Analysts have provided mixed ratings on Duke Energy, with an average "Moderate Buy" and a price target of $135.19, following recent earnings that topped consensus estimates and a declared quarterly dividend.
Retirees Should Know The XLU Utility ETF Has Paid Dividends Every Year Since 1999 Without Interruption
The Utilities Select Sector SPDR Fund (XLU) is highlighted as a reliable investment for retirees, having paid uninterrupted dividends since 1999 and yielding 2.75%. The ETF's stability is attributed to its top holdings like NextEra Energy, Southern Company, and Duke Energy, which maintain conservative payout ratios and consistent dividend growth. Despite minor year-over-year variations in dividend payments due to portfolio rebalancing, XLU demonstrates strong total returns and dividend safety, benefiting from a favorable interest rate environment.
First National Bank of Omaha Acquires New Position in Duke Energy Corporation $DUK
First National Bank of Omaha recently acquired a new position in Duke Energy Corporation, purchasing 26,640 shares valued at approximately $3.30 million. This contributes to Duke Energy's substantial institutional ownership of about 65.31% while company insiders hold a much smaller portion. Currently, the stock has a "Moderate Buy" consensus rating from analysts with an average target price near $135.19, and the company has declared a quarterly dividend of $1.065 per share.
The nation’s largest public utility is going back to coal — with almost no input from the public
The Tennessee Valley Authority (TVA), the nation's largest public utility, is reversing its phase-out of coal, despite previous plans to retire plants like Kingston and Cumberland Fossil Plants. This decision, made by a board with four Trump appointees, scraps renewable energy as a priority and ends diversity programs, raising concerns about future costs, pollution, and public involvement in energy planning. The move is fueled by spiking electricity demand, partly from AI data centers, and aligns with the Trump administration's pro-coal stance, alarming environmentalists and locals.
Duke Energy's $17M Fuel Cost Recovery Improper, Panel Says
A North Carolina appeals court panel ruled that the North Carolina Utilities Commission improperly allowed Duke Energy to recover over $17 million in fuel costs incurred two years prior. The panel determined that a state statute limits utility companies to recovering only fuel costs incurred during a one-year "lookback period." This decision highlights restrictions on how far back utilities can claim fuel cost recovery.
Duke Energy (DUK) Advances Strategy Amid Rising Demand Trends
Duke Energy Corporation (DUK) is moving forward with an updated five-year capital investment plan, increasing it to $103 billion from $87 billion, which is projected to drive significant rate base expansion through 2030. Goldman Sachs raised its price target for Duke, citing a conservative EPS growth outlook from management that Goldman believes could be higher due to stronger electricity demand, particularly from data centers. BTIG also reaffirmed its Buy rating, commending Duke's consistent performance and de-risked approach to data center development despite concerns about increased equity issuances for financing.
Duke Energy's $17M Fuel Cost Recovery Improper, Panel Says
A North Carolina appeals court panel ruled that the North Carolina Utilities Commission was wrong to allow Duke Energy to recover over $17 million in fuel costs two years after they were incurred. The panel stated that a statute limits utilities to recovering fuel costs only from a one-year "lookback period." This decision impacts Duke Energy's financial recovery practices related to fuel expenses.
PSC denies bid to reconsider Georgia Power’s 10-gigawatt expansion
The Georgia Public Service Commission denied a motion to reconsider Georgia Power's 10-gigawatt expansion plan, which will allow the company to proceed with a significant build-out primarily driven by new natural gas generation. Despite warnings from newly elected commissioners about the financial risks to customers if projected demand from data centers doesn't materialize, the commission voted 3-2 to reject reconsideration and a separate motion to scale back the expansion. Environmental groups expressed deep concern over the decision, citing billions of dollars in potential costs to customers due to what they see as an overbuild.
Georgia Power customers could see price drop in bills this summer
Georgia Power is proposing a decrease in its fuel charge due to lower coal and natural gas costs, which could lead to a small reduction in customer bills this summer. However, the company is also seeking approval to recover nearly $912 million over four years for storm damage, primarily from Hurricane Helene. If approved by state regulators, the net effect would be an approximate one-percent-off, or $1.30 per month, decrease in the average residential power bill.
Hawaiian Electric Just Dropped a Massive Payout Shock – Here’s Why It Matters
Hawaiian Electric Industries (HE) is facing a crisis due to wildfire lawsuits, a suspended dividend, and intense scrutiny, transforming it from a stable utility stock into a high-risk investment. The article emphasizes that HE's situation is a critical case study for how U.S. utilities will handle climate-driven disasters, impacting investors, Hawaiian customers, and national climate policy. The future of HE largely depends on the outcome of legal battles and regulatory decisions regarding wildfire liabilities.
Solstice Advanced Materials to increase uranium conversion production
Solstice Advanced Materials is expanding uranium hexafluoride production at its Metropolis, Illinois facility to meet a backlog of over $2 billion in orders and support increasing demand for nuclear power, driven by AI, data centers, and electrification. The U.S. government aims to quadruple nuclear energy capacity by 2050. Despite past challenges including idled operations and environmental lawsuits, the company is also evaluating further expansion with discussions ongoing with customers and an engineering firm.
NYSE Content Update: ICE Chat Connects with Crypto Platform Kraken to Up Access – Company Announcement
The NYSE daily pre-market update on February 18, 2026, highlighted that Intercontinental Exchange's (ICE) ICE Chat will integrate with cryptocurrency platform Kraken to enhance institutional OTC communication. Additionally, Infleqtion (NYSE: INFQ) saw a significant rise in its trading debut, and Duke Energy (NYSE: DUK) celebrated 100 years of consistent quarterly cash dividends.
NEOS Investment Management LLC Has $12.80 Million Holdings in Duke Energy Corporation $DUK
NEOS Investment Management LLC increased its stake in Duke Energy Corporation (NYSE:DUK) by 44.9% during the third quarter, bringing its total holdings to 103,402 shares valued at $12.80 million. Other institutional investors like Vanguard Group Inc. also significantly boosted their positions in the utilities provider. The article details Duke Energy's stock performance, recent earnings, dividend announcement, insider transactions, and current analyst ratings, indicating a "Moderate Buy" consensus.
Once again, country artist John Rich joins fight against TVA project
Country artist John Rich is once again actively opposing a Tennessee Valley Authority (TVA) project, this time in Sumner County. He has joined efforts to protect the historic Gregory Farm from TVA plans to build transmission lines, despite existing alternatives. Rich, recently appointed a 'citizen advocate' for farmers, previously helped scrap a TVA methane plant project in 2025.
TVA construction site evacuated for threat found near Cumberland plant
A construction site near the Tennessee Valley Authority's Cumberland Fossil Plant was evacuated after a written threat was discovered. While normal operations resumed after police investigation found no actual threat, TVA spokesperson Adam May stated they initially treat all threats as valid. The site is where TVA is building new gas units, a project that is proceeding despite community and environmental group objections due to TVA's decision to continue operating coal units at the Cumberland plant.
Duke Energy seeks to merge Carolina utilities, projecting more than $1B in customer savings
Duke Energy is proposing to merge its Carolina utilities, Duke Energy Carolinas and Duke Energy Progress, into a single entity. The utility projects this consolidation could save customers more than $1 billion over 10 years through reduced operational costs and increased financial flexibility. North and South Carolina regulators would need to approve the proposal.
Google data centers tap 150MW Nevada geothermal in Ormat deal
Ormat Technologies signed a long-term Power Purchase Agreement (PPA) to supply up to 150 MW of geothermal power to support Google’s Nevada data center operations through NV Energy. This agreement, enabled by NV Energy's Clean Transition Tariff, is expected to bring new geothermal projects online from 2028 to 2030, with contract terms extending 15 years beyond the final project's commercial operation. The deal is subject to approval by the Public Utilities Commission of Nevada in the second half of 2026 and aims to provide stable, long-term revenue growth for Ormat while supporting Google's increasing electricity demand with carbon-free power.
Vanguard Group Inc. Raises Position in Duke Energy Corporation $DUK
Vanguard Group Inc. increased its stake in Duke Energy Corporation by 0.8% in Q3, now holding approximately 9.81% of the company's shares. Despite this, some corporate insiders, including the CEO and an EVP, recently reduced their holdings. Duke Energy also exceeded Q3 earnings estimates, reported strong revenues, and announced a quarterly dividend of $1.065 per share.
Analysts Offer Insights on Utilities Companies: Talen Energy Corp (TLN), American Electric Power (AEP) and Duke Energy (DUK)
This article summarizes recent analyst ratings for three utilities companies: Talen Energy Corp (TLN), American Electric Power (AEP), and Duke Energy (DUK). Wells Fargo maintained a Buy rating on Talen Energy, while Barclays and Mizuho Securities maintained Hold ratings on American Electric Power. DBS maintained a Hold rating on Duke Energy, though another report downgraded it to Hold.
Analysts Offer Insights on Utilities Companies: Talen Energy Corp (TLN), American Electric Power (AEP) and Duke Energy (DUK)
Analysts from Wells Fargo, Barclays, and DBS have provided insights into several Utilities sector companies. Talen Energy Corp (TLN) received a "Strong Buy" consensus with a significant upside, while American Electric Power (AEP) and Duke Energy (DUK) both garnered "Moderate Buy" ratings, indicating more modest potential growth according to analyst targets.
HighTower Advisors LLC Acquires 14,499 Shares of Duke Energy Corporation $DUK
HighTower Advisors LLC increased its stake in Duke Energy Corporation (NYSE:DUK) by 1.9% during the 3rd quarter, acquiring an additional 14,499 shares and bringing its total holdings to 781,109 shares valued at $96.66 million. Several other institutional investors also adjusted their holdings in Duke Energy. The article also provides a performance overview of Duke Energy's stock, recent earnings, dividend announcement, analyst ratings, and insider trading activity.
Fifth Third Bancorp Boosts Stake in Duke Energy Corporation $DUK
Fifth Third Bancorp increased its stake in Duke Energy Corporation by 14.7% during the third quarter, now owning 466,142 shares valued at approximately $57.7 million. Institutional investors collectively hold about 65.31% of Duke Energy's stock. The utility provider recently beat quarterly earnings and revenue expectations, and analysts largely maintain a "Moderate Buy" rating despite some insider stock sales.
Duke Energy Corporation $DUK Shares Sold by Cibc World Market Inc.
Cibc World Market Inc. significantly reduced its stake in Duke Energy Corporation, selling over 79,000 shares in the third quarter. Despite this, Duke Energy reported strong quarterly earnings, beating expectations, and announced a quarterly dividend of $1.065. Insider selling also occurred, with the CEO and an EVP selling shares, though analysts maintain a "Moderate Buy" rating for the stock.
Assetmark Inc. Acquires 23,736 Shares of Duke Energy Corporation $DUK
Assetmark Inc. has increased its stake in Duke Energy Corporation (NYSE:DUK) by 28.2%, acquiring an additional 23,736 shares, bringing its total holdings to 107,894 shares valued at $13.35 million. Other institutional investors also adjusted their positions in Duke Energy, with Vanguard Group Inc. and Geode Capital Management LLC notably increasing their holdings. The utility provider recently announced a quarterly dividend of $1.065 per share, payable on March 16th to stockholders of record on February 13th.
Sibanye-Stillwater Signs 220 MW Renewable Energy PPA With Etana Energy In South Africa
Sibanye-Stillwater has signed a 10-year power purchase agreement (PPA) with Etana Energy for 220 MW of renewable electricity, primarily for its South African gold and platinum group metals operations. This agreement, expected to be operational by late 2027, will help the company avoid 648,000 tons of greenhouse gas emissions annually and contribute significantly to its carbon neutrality target by 2040. The transition to renewable energy is also projected to reduce electricity costs by 20% to 30%, providing greater price stability.
Aberdeen Group plc Lowers Stock Holdings in Duke Energy Corporation $DUK
Aberdeen Group plc reduced its stake in Duke Energy Corporation (NYSE:DUK) by 4.9% during the third quarter, selling 20,271 shares and holding 394,280 shares valued at $48.4 million. Despite this, other hedge funds increased their positions in Duke Energy. The company recently reported earnings that beat analyst estimates and declared a quarterly dividend of $1.065 per share.
Fermi America, Hyundai E&C Advance Project Matador Nuclear Plans in Texas
Fermi America and Hyundai E&C are advancing Front-End Engineering Design (FEED) for four AP1000 nuclear units at Project Matador, an 11-gigawatt private energy campus in Texas. This initiative aims to rebuild U.S. nuclear construction capabilities and address soaring electricity demand, particularly from AI and data centers. The partnership highlights the need for rapid power infrastructure development and a strengthened domestic nuclear supply chain.
