Aigen Investment Management’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 | $2.9M | Buy |
+41,813
| New | +$2.9M | 0.4% | 48 |
|
|
2025
Q1 | – | Sell |
-5,516
| Closed | -$368K | – | 794 |
|
|
2024
Q4 | $368K | Buy |
+5,516
| New | +$368K | 0.06% | 420 |
|
|
2024
Q3 | – | Sell |
-8,692
| Closed | -$517K | – | 771 |
|
|
2024
Q2 | $517K | Sell |
8,692
-22,680
| -72% | -$1.35M | 0.1% | 298 |
|
|
2024
Q1 | $1.89M | Buy |
+31,372
| New | +$1.89M | 0.41% | 55 |
|
|
2023
Q2 | – | Sell |
-12,413
| Closed | -$762K | – | 771 |
|
|
2023
Q1 | $762K | Buy |
+12,413
| New | +$762K | 0.1% | 229 |
|
|
2022
Q4 | – | Sell |
-13,192
| Closed | -$768K | – | 564 |
|
|
2022
Q3 | $768K | Buy |
13,192
+4,343
| +49% | +$253K | 0.11% | 234 |
|
|
2022
Q2 | $597K | Sell |
8,849
-100,718
| -92% | -$6.79M | 0.1% | 273 |
|
|
2022
Q1 | $7.66M | Buy |
109,567
+61,318
| +127% | +$4.29M | 1.32% | 6 |
|
|
2021
Q4 | $3.07M | Buy |
+48,249
| New | +$3.07M | 0.19% | 145 |
|
|
2021
Q3 | – | Sell |
-16,331
| Closed | -$965K | – | 498 |
|
|
2021
Q2 | $965K | Sell |
16,331
-9,622
| -37% | -$569K | 0.17% | 149 |
|
|
2021
Q1 | $1.59M | Buy |
+25,953
| New | +$1.59M | 0.21% | 116 |
|
|
2020
Q2 | – | Sell |
-49,743
| Closed | -$2.92M | – | 891 |
|
|
2020
Q1 | $2.92M | Buy |
+49,743
| New | +$2.92M | 0.39% | 40 |
|