Capital Wealth Planning LLC Increases Duke Energy Holdings

Institutional investor raises stake in utilities provider by 9.4% in Q3 2025

Mar. 14, 2026 at 8:10am

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Capital Wealth Planning LLC, an institutional investor, increased its position in shares of Duke Energy Corporation (NYSE:DUK) by 9.4% in the 3rd quarter of 2025. The firm now owns 2,443,886 shares of the utilities provider's stock, valued at $302,431,000, making it the 20th largest holding in its portfolio.

Why it matters

This increase in Duke Energy holdings by a major institutional investor signals continued confidence in the utility's performance and growth prospects. As one of the largest electric power holding companies in the U.S., Duke Energy's stock movements and institutional ownership are closely watched by analysts and investors.

The details

According to the filing with the Securities and Exchange Commission, Capital Wealth Planning LLC added 209,252 shares of Duke Energy to its portfolio during the third quarter of 2025. This brings the firm's total stake in the utility to approximately 0.31% of the company's outstanding shares.

  • Capital Wealth Planning LLC disclosed its increased Duke Energy holdings in a 13F filing for the third quarter of 2025.

The players

Capital Wealth Planning LLC

An institutional investor and asset management firm that oversees a portfolio valued at over $302 million, with Duke Energy comprising 2.1% of its holdings.

Duke Energy Corporation

A major U.S. electric power holding company that generates, transmits, and distributes electricity to residential, commercial, and industrial customers across multiple states.

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The takeaway

The increase in Capital Wealth Planning's Duke Energy holdings underscores the institutional investor's confidence in the utility's long-term growth potential, despite broader market volatility. This development is a positive signal for Duke Energy's stock performance and the company's standing among major institutional investors.