Green Square Capital LLC Has $8.36 Million Stake in Duke Energy (DUK)

Lloyd Doyle
April 16, 2018

Bank Of The Ozarks acquired 5,829 shares as Duke Energy Corp New (DUK)'s stock declined 8.40%. The institutional investor held 155,502 shares of the power generation company at the end of 2017Q4, valued at $13.08 million, down from 205,518 at the end of the previous reported quarter. Beacon Financial Group who had been investing in Duke Energy Holdings Corp for a number of months, seems to be less bullish one the $55.35 billion market cap company. The overall volume in the last trading session was 3,874,553 shares. Following the completion of the transaction, the chief operating officer now directly owns 34,115 shares in the company, valued at $3,038,964.20.

Institutions own 58.90% of Duke Energy Corporation (DUK)'s shares. It has underperformed by 18.42% the S&P500. The institutional investor held 259,067 shares of the prepackaged software company at the end of 2017Q4, valued at $22.16 million, up from 162,129 at the end of the previous reported quarter. Skytop Capital Management Llc who had been investing in Constellium Nv for a number of months, seems to be bullish on the $1.59 billion market cap company. The stock increased 26.98% or $0.02 during the last trading session, reaching $0.08. Manufacturers Life Communication The holds 1.31 million shares or 0.07% of its portfolio. Halliburton Company (NYSE:HAL) has declined 1.88% since April 15, 2017 and is downtrending. It has outperformed by 52.30% the S&P500. Three equities research analysts have rated the stock with a sell rating, ten have given a hold rating and six have assigned a buy rating to the stock. Therefore 47% are positive. The stock of Duke Energy Corporation (NYSE:DUK) earned "Neutral" rating by SunTrust on Monday, September 26. The stock of Halliburton Company (NYSE:HAL) has "Hold" rating given on Tuesday, July 19 by Societe Generale. The stock has "Equal-Weight" rating by Morgan Stanley on Thursday, September 1. The firm earned "Buy" rating on Tuesday, January 9 by Stifel Nicolaus. Nomura upgraded the stock to "Buy" rating in Monday, January 25 report. As per Tuesday, September 15, the company rating was maintained by Argus Research. Return on Assets (ROA) value of the stock is 5.3 Percent. Finally, Zacks Investment Research raised shares of Duke Energy from a "sell" rating to a "hold" rating in a research note on Monday, January 15th. UBS maintained the stock with "Buy" rating in Monday, February 22 report. The stock has a consensus rating of "Hold" and an average price target of $79.52.

Investors sentiment increased to 0.99 in 2017 Q4. Its up 0.30, from 0.85 in 2017Q3. It increased, as 60 investors sold GS shares while 371 reduced holdings. 125 funds opened positions while 261 raised stakes. 268.85 million shares or 1.06% less from 271.74 million shares in 2017Q3 were reported. Altavista Wealth Mgmt has invested 0.62% in Duke Energy Corporation (NYSE:DUK). Massmutual Trust Fsb Adv reported 37 shares. Citigroup stated it has 827,179 shares or 0.06% of all its holdings. Foster Motley Inc invested in 0.26% or 11,867 shares. 12,647 are held by Shaker Financial Services Limited Co. Boyer And Corporon Wealth Lc has invested 1.67% in Duke Energy Corporation (NYSE:DUK). Duke Energy has a consensus rating of "Hold" and a consensus price target of $85.00. Commerzbank Aktiengesellschaft Fi invested 0.23% in Duke Energy Corporation (NYSE:DUK). Its down 0.08, from 1.08 in 2017Q3. Kanawha Capital Management LLC boosted its stake in Duke Energy Corp by 0.3% in the third quarter.


Several other hedge funds have also recently bought and sold shares of DUK. Huntington Bankshares stated it has 0% of its portfolio in Cypress Semiconductor Corporation (NASDAQ:CY). Supplemental Annuity Collective Tru Of Nj owns 0.28% invested in Duke Energy Corporation (NYSE:DUK) for 8,000 shares. Morgan Dempsey Capital Management Ltd owns 59,618 shares. It is managed by Madison Asset Management, LLC. Geode Capital Management Limited Liability Company invested 0.01% in SYNNEX Corporation (NYSE:SNX). Washington Tru reported 1.31% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). The company had revenue of $5.85 billion during the quarter, compared to analyst estimates of $6.09 billion. Robecosam Ag has invested 0.88% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Inv Mngmt Of Virginia Ltd Liability Co, a Virginia-based fund reported 17,947 shares. South Street Ltd Com owns 11,700 shares.

Since October 18, 2017, it had 0 insider purchases, and 9 sales for $30.00 million activity.

Among 13 analysts covering Constellium NV (NYSE:CSTM), 9 have Buy rating, 0 Sell and 4 Hold. Therefore 78% are positive. UBS assumed coverage on Duke Energy in a report on Friday, February 2nd. Goldman analysts look bearish on the stock as they dropped rating from Neutral to Sell. The company was maintained on Friday, January 8 by Argus Research. The company was maintained on Tuesday, December 26 by SunTrust. As per Friday, August 21, the company rating was upgraded by Vetr. The rating was downgraded by BMO Capital Markets to "Market Perform" on Friday, November 6. The firm has "Buy" rating by Mizuho given on Thursday, February 4. It also reduced its holding in Visa Inc Cl A (NYSE:V) by 5,255 shares in the quarter, leaving it with 98,993 shares, and cut its stake in Allergan Plc.

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