Exchange Traded Concepts Boosts Stake in Duke Energy

Institutional investor increases holdings in major utility provider

Mar. 28, 2026 at 8:35am

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Exchange Traded Concepts LLC, an institutional investor, grew its stake in shares of Duke Energy Corporation (NYSE:DUK) by 4.1% during the fourth quarter, according to a recent SEC filing. The firm now owns 359,829 shares of the utilities provider's stock, valued at $42,176,000.

Why it matters

Duke Energy is one of the largest electric power holding companies in the United States, providing electricity to customers across the Carolinas, Florida, Indiana, Ohio, and Kentucky. As a major utility, Duke Energy's stock performance and ownership changes can signal broader trends in the energy sector and investor sentiment around regulated utilities.

The details

According to the 13F filing, Exchange Traded Concepts increased its position in Duke Energy by purchasing an additional 14,137 shares during the fourth quarter of 2025. This brings the firm's total holdings in Duke Energy to 359,829 shares. The increased stake represents a 4.1% boost to Exchange Traded Concepts' previous position in the company.

  • The 13F filing covers the fourth quarter of 2025, which ended on December 31, 2025.

The players

Exchange Traded Concepts LLC

An institutional investor and asset management firm that provides exchange-traded fund (ETF) strategies and solutions.

Duke Energy Corporation

A major U.S. electric power holding company that generates, transmits, and distributes electricity to customers in the Carolinas, Florida, Indiana, Ohio, and Kentucky.

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The takeaway

The increased stake by Exchange Traded Concepts in Duke Energy signals continued institutional investor interest in the utility company, which maintains a diverse electricity generation portfolio and serves a large customer base across multiple states. As a bellwether in the regulated utility sector, Duke Energy's performance and ownership changes can provide insights into broader energy market trends.