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Norman Fields Gottscho Capital Management’s Duke Energy DUK Stock Holding History

Norman Fields Gottscho Capital Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
2,474
+700
+39% +$88.3K 0.09% 58
2026
Q1 		$232K Buy
+1,774
New +$222K 0.08% 61
2025
Q4 		– Sell
-1,774
Closed -$220K – 63
2025
Q3 		$220K Sell
1,774
-44
-2% -$5.34K 0.07% 61
2025
Q2 		$215K Sell
1,818
-50
-3% -$5.9K 0.07% 61
2025
Q1 		$228K Hold
1,868
– – 0.08% 57
2024
Q4 		$201K Hold
1,868
– – 0.07% 57
2024
Q3 		$215K Buy
+1,868
New +$208K 0.07% 59
2022
Q2 		– Sell
-1,863
Closed -$208K – 71
2022
Q1 		$208K Buy
+1,863
New +$193K 0.08% 72

Other funds holding DUK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norman Fields Gottscho Capital Management's DUK Position: Q2 2026 in Review

Norman Fields Gottscho Capital Management increased its Duke Energy (DUK) stake by 39% in Q2 2026, buying an estimated $88.3K and bringing the position to 2,474 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #58.

Norman Fields Gottscho Capital Management first reported a position in DUK in Q1 2022 and has held it in 8 quarters since. 2,477 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

  • Norman Fields Gottscho Capital Management held 2,474 shares of Duke Energy worth $313K as of Q2 2026.
  • Norman Fields Gottscho Capital Management bought 700 Duke Energy shares in Q2 2026, an estimated $88.3K.
  • Duke Energy made up 0.09% of Norman Fields Gottscho Capital Management's portfolio in Q2 2026, its #58 holding.
  • Norman Fields Gottscho Capital Management first reported a position in Duke Energy in Q1 2022 and has held it in 8 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.