KMS Financial Services’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$4.74M Buy
2014
Q2
$4.31M Buy
2014
Q1
$4.01M Buy
2013
Q4
$3.25M Buy
2013
Q3
$272K Sell
2013
Q2
$333K Buy