Advisory Alpha’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
6,864
-68
| -1% | -$4.71K | 0.01% | 275 |
|
|
2025
Q1 | $521K | Sell |
6,932
-274
| -4% | -$20.6K | 0.02% | 243 |
|
|
2024
Q4 | $480K | Buy |
7,206
+593
| +9% | +$39.5K | 0.02% | 240 |
|
|
2024
Q3 | $467K | Sell |
6,613
-6
| -0.1% | -$424 | 0.02% | 244 |
|
|
2024
Q2 | $394K | Buy |
6,619
+878
| +15% | +$52.3K | 0.02% | 249 |
|
|
2024
Q1 | $346K | Buy |
5,741
+316
| +6% | +$19.1K | 0.01% | 272 |
|
|
2023
Q4 | $315K | Buy |
5,425
+361
| +7% | +$21K | 0.01% | 253 |
|
|
2023
Q3 | $269K | Buy |
+5,064
| New | +$269K | 0.01% | 249 |
|
|
2020
Q4 | – | Sell |
-2,559
| Closed | -$161K | – | 199 |
|
|
2020
Q3 | $161K | Buy |
+2,559
| New | +$161K | 0.03% | 104 |
|
|
2020
Q2 | – | Sell |
-2,521
| Closed | -$149K | – | 176 |
|
|
2020
Q1 | $149K | Buy |
2,521
+37
| +1% | +$2.19K | 0.04% | 115 |
|
|
2019
Q4 | $158K | Sell |
2,484
-91
| -4% | -$5.8K | 0.04% | 159 |
|
|
2019
Q3 | $166K | Buy |
+2,575
| New | +$166K | 0.05% | 126 |
|
|
2019
Q2 | – | Sell |
-2,551
| Closed | -$139K | – | 208 |
|
|
2019
Q1 | $139K | Buy |
+2,551
| New | +$139K | 0.05% | 138 |
|