NFGCM
DUK icon

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
Q3 		$270K Sell
2,364
-110
-4% -$13.5K 0.08% 60
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

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Norman Fields Gottscho Capital Management's DUK Position: Q3 2026 in Review

Norman Fields Gottscho Capital Management reduced its Duke Energy (DUK) stake by 4.4% in Q3 2026, selling an estimated $13.5K and leaving 2,364 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #60.

Norman Fields Gottscho Capital Management first reported a position in DUK in Q1 2022 and has held it in 9 quarters since. The position peaked at $313K in Q2 2026. 125 funds tracked by Wall St. Rank hold DUK as of Q3 2026.

  • Norman Fields Gottscho Capital Management held 2,364 shares of Duke Energy worth $270K as of Q3 2026.
  • Norman Fields Gottscho Capital Management sold 110 Duke Energy shares in Q3 2026, an estimated $13.5K.
  • Duke Energy made up 0.08% of Norman Fields Gottscho Capital Management's portfolio in Q3 2026, its #60 holding.
  • Norman Fields Gottscho Capital Management first reported a position in Duke Energy in Q1 2022 and has held it in 9 quarters since.
  • Norman Fields Gottscho Capital Management's Duke Energy position peaked at $313K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Duke Energy as of Q3 2026.

Based on Norman Fields Gottscho Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.