Ancora Advisors’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 | $693 | Hold |
10
| – | – | ﹤0.01% | 1781 |
|
|
2025
Q1 | $751 | Hold |
10
| – | – | ﹤0.01% | 1594 |
|
|
2024
Q4 | $666 | Buy |
10
+5
| +100% | +$333 | ﹤0.01% | 1637 |
|
|
2024
Q3 | $353 | Buy |
+5
| New | +$353 | ﹤0.01% | 1622 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | – | – | 1365 |
|
|
2020
Q2 | $0 | Sell |
1
-798
| -100% | – | ﹤0.01% | 1305 |
|
|
2020
Q1 | $47K | Hold |
799
| – | – | ﹤0.01% | 858 |
|
|
2019
Q4 | $50K | Buy |
+799
| New | +$50K | ﹤0.01% | 871 |
|
|
2018
Q4 | – | Sell |
-2,369
| Closed | -$116K | – | 717 |
|
|
2018
Q3 | $116K | Buy |
+2,369
| New | +$116K | ﹤0.01% | 721 |
|