Jackson Wealth Management Has Cut Duke Energy New (DUK) Holding by $552,398 as Stock Price Declined; Microsoft (MSFT) Shareholder First Financial Has Decreased Its Stake as Valuation Rose

August 10, 2018 - By Carolyn Hewitt

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Jackson Wealth Management Llc decreased its stake in Duke Energy Corp New (DUK) by 20.2% based on its latest 2018Q1 regulatory filing with the SEC. Jackson Wealth Management Llc sold 7,174 shares as the company’s stock declined 2.71% with the market. The institutional investor held 28,339 shares of the power generation company at the end of 2018Q1, valued at $2.20 million, down from 35,513 at the end of the previous reported quarter. Jackson Wealth Management Llc who had been investing in Duke Energy Corp New for a number of months, seems to be less bullish one the $57.57 billion market cap company. The stock increased 0.47% or $0.38 during the last trading session, reaching $80.81. About 1.66 million shares traded. Duke Energy Corporation (NYSE:DUK) has declined 10.96% since August 10, 2017 and is downtrending. It has underperformed by 23.53% the S&P500. Some Historical DUK News: 13/04/2018 – DUKE ENERGY MAKES `MINOR’ ADJUSTMENTS TO ALTERNATE ROUTE; 20/04/2018 – Florida PSC: Enter titleFlorida PSC Saves Duke Energy Customers Millions of Dollars; 16/04/2018 – DUKE ENERGY’S $62M SOLAR REBATE PROGRAM APPROVED FOR NORTH CARO; 13/04/2018 – DUKE ENERGY PROCEEDING W/CENTRAL CORRIDOR PIPELINE APPLICATION; 01/05/2018 – Duke Energy named one of America’s Best Employers by Forbes; 22/04/2018 – DJ Duke Energy Corporation, Inst Holders, 1Q 2018 (DUK); 08/03/2018 – Duke Becoming Cautious About Building Generation — CERAWeek Market Talk; 10/05/2018 – DUKE’S HARRIS 1 REACTOR RAMPING UP AFTER REFUELING: OPERATOR; 10/05/2018 – DUKE SEES 0.5 PERCENT POWER RETAIL GROWTH LONG-TERM; 13/04/2018 – Duke Energy Ohio asks the Ohio Power Siting Board to move forward with its consideration of the Central Corridor Pipeline appli

First Financial Corp decreased its stake in Microsoft Corp (MSFT) by 14.79% based on its latest 2018Q1 regulatory filing with the SEC. First Financial Corp sold 4,531 shares as the company’s stock rose 3.08% while stock markets declined. The institutional investor held 26,103 shares of the prepackaged software company at the end of 2018Q1, valued at $2.38M, down from 30,634 at the end of the previous reported quarter. First Financial Corp who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $840.97B market cap company. The stock increased 0.16% or $0.18 during the last trading session, reaching $109.67. About 12.03M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 41.28% since August 10, 2017 and is uptrending. It has outperformed by 28.71% the S&P500. Some Historical MSFT News: 08/03/2018 – Arthur J. Gallagher & Co. To Webcast Investor Meeting With Management; 20/03/2018 – Source-to-Pay Pioneer Determine, Inc. Brings the Power of eProcurement to SIG Global Executive Summit in Washington, DC; 26/03/2018 – Tech Today: Microsoft to a Trillion, Defending Tesla, Cutting AMD — Barron’s Blog; 25/04/2018 – Unitrends Launches Aggressively Priced VM Backup Solution Dedicated to VMware Administrators; 04/04/2018 – BoomerBeat Views: Breaking: Microsoft Acquiring #Spotify In $41.8 Billion Cash, Equity Deal -; 09/05/2018 – WALMART TO INVEST IN FLIPKART GROUP; 30/03/2018 – Microsoft reshuffles Windows engineering team as part of push into cloud computing; 08/05/2018 – Red Hat and Microsoft Co-Develop the First Red Hat OpenShift Jointly Managed Service on a Public Cloud; 25/04/2018 – 2018 Vizient Connections Summit to Focus on Maximizing Supply Chain Operations and Pharmacy Performance; 24/04/2018 – Microsoft denies auditing partner KPMG’s anti-piracy work in India

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on October, 25. They expect $0.96 EPS, up 14.29% or $0.12 from last year’s $0.84 per share. MSFT’s profit will be $7.36 billion for 28.56 P/E if the $0.96 EPS becomes a reality. After $1.13 actual EPS reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts -15.04% negative EPS growth.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 32 have Buy rating, 1 Sell and 4 Hold. Therefore 86% are positive. Microsoft Corporation had 208 analyst reports since July 22, 2015 according to SRatingsIntel. Barclays Capital maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, January 12 with “Buy” rating. On Friday, January 29 the stock rating was maintained by UBS with “Buy”. As per Friday, July 21, the company rating was maintained by Stifel Nicolaus. BMO Capital Markets maintained the shares of MSFT in report on Thursday, July 13 with “Buy” rating. BMO Capital Markets maintained the shares of MSFT in report on Friday, October 21 with “Outperform” rating. Cowen & Co maintained it with “Buy” rating and $8000 target in Friday, July 21 report. The rating was maintained by Canaccord Genuity on Thursday, July 6 with “Hold”. KeyBanc Capital Markets maintained the stock with “Overweight” rating in Friday, July 20 report. As per Friday, October 23, the company rating was upgraded by Bank of America. The rating was maintained by Jefferies on Tuesday, August 22 with “Sell”.

Since February 16, 2018, it had 1 insider buy, and 4 selling transactions for $1.39 million activity. $550,606 worth of stock was bought by PETERSON SANDRA E on Tuesday, June 5.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: Seekingalpha.com which released: “Microsoft Soaring To All-Time Highs” on July 26, 2018, also Seekingalpha.com with their article: “Sell Microsoft And Don’t Look Back” published on August 08, 2018, Seekingalpha.com published: “Microsoft: $1 Trillion Target Disconnect” on July 23, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Nasdaq.com and their article: “Microsoft (MSFT) Slips 0.78% Ahead of Earnings: What To Watch” published on July 18, 2018 as well as Nasdaq.com‘s news article titled: “Microsoft (MSFT) 4th Quarter Earnings: What to Expect” with publication date: July 19, 2018.

First Financial Corp, which manages about $139.25 million US Long portfolio, upped its stake in Vanguard S&P 500 Etf (VOO) by 7,666 shares to 9,761 shares, valued at $2.36 million in 2018Q1, according to the filing.

Investors sentiment decreased to 0.74 in 2018 Q1. Its down 0.03, from 0.77 in 2017Q4. It worsened, as 49 investors sold MSFT shares while 1035 reduced holdings. 142 funds opened positions while 665 raised stakes. 5.38 billion shares or 1.45% less from 5.46 billion shares in 2017Q4 were reported. Hedeker Wealth Ltd Com holds 3.39% or 48,017 shares in its portfolio. Advisory Networks Ltd Liability Corporation invested 1% in Microsoft Corporation (NASDAQ:MSFT). Evercore Wealth Lc has invested 3.23% in Microsoft Corporation (NASDAQ:MSFT). Chesley Taft & Lc owns 374,080 shares. American Asset Mngmt Inc reported 21,237 shares or 1.68% of all its holdings. Wealthtrust holds 14,822 shares or 0.71% of its portfolio. State Street Corporation owns 290.79M shares for 2.25% of their portfolio. Capstone Invest Advsr Limited Liability Company has 0.17% invested in Microsoft Corporation (NASDAQ:MSFT) for 99,485 shares. Beck Mack And Oliver Ltd Liability Corp reported 1.35M shares. Ntv Asset Mgmt Ltd invested in 61,069 shares. Godshalk Welsh Cap Mngmt accumulated 40,950 shares. Old Mutual Customised Solutions (Proprietary) Ltd holds 403,054 shares. Pinnacle Wealth Mgmt Advisory Grp Limited Liability Company holds 1.84% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 35,508 shares. Cna Fincl accumulated 130,900 shares. Two Sigma Securities Ltd Liability owns 201,272 shares.

Among 20 analysts covering Duke Energy (NYSE:DUK), 7 have Buy rating, 2 Sell and 11 Hold. Therefore 35% are positive. Duke Energy had 97 analyst reports since August 7, 2015 according to SRatingsIntel. The firm earned “Hold” rating on Sunday, January 28 by SunTrust. Morgan Stanley maintained Duke Energy Corporation (NYSE:DUK) rating on Tuesday, February 13. Morgan Stanley has “Equal-Weight” rating and $85 target. Citigroup initiated Duke Energy Corporation (NYSE:DUK) on Friday, September 18 with “Neutral” rating. RBC Capital Markets maintained the stock with “Buy” rating in Thursday, February 1 report. The firm has “Underweight” rating by JP Morgan given on Tuesday, April 10. The company was upgraded on Tuesday, December 22 by UBS. On Sunday, August 27 the stock rating was maintained by RBC Capital Markets with “Buy”. The stock of Duke Energy Corporation (NYSE:DUK) earned “Hold” rating by SunTrust on Monday, October 23. On Monday, February 26 the stock rating was upgraded by Deutsche Bank to “Buy”. SunTrust maintained Duke Energy Corporation (NYSE:DUK) rating on Monday, October 19. SunTrust has “Neutral” rating and $76 target.

Analysts await Duke Energy Corporation (NYSE:DUK) to report earnings on November, 2. They expect $1.53 EPS, down 3.77% or $0.06 from last year’s $1.59 per share. DUK’s profit will be $1.09 billion for 13.20 P/E if the $1.53 EPS becomes a reality. After $0.93 actual EPS reported by Duke Energy Corporation for the previous quarter, Wall Street now forecasts 64.52% EPS growth.

More news for Duke Energy Corporation (NYSE:DUK) were recently published by: Seekingalpha.com, which released: “Stay Away From Coal Stocks – Cramer’s Lightning Round (8/9/18)” on August 10, 2018. Seekingalpha.com‘s article titled: “Duke Energy misses on Q2 earnings as expense rise” and published on August 02, 2018 is yet another important article.

Jackson Wealth Management Llc, which manages about $318.34 million and $358.02M US Long portfolio, upped its stake in Vanguard Scottsdale Fds (VGSH) by 12,822 shares to 157,216 shares, valued at $9.43 million in 2018Q1, according to the filing. It also increased its holding in Spdr Series Trust (LAG) by 14,451 shares in the quarter, for a total of 387,015 shares, and has risen its stake in Powershares Qqq Trust (QQQ).

Microsoft Corporation (NASDAQ:MSFT) Institutional Positions Chart

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