Annis Gardner Whiting Capital 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 | $970 | Hold |
14
| – | – | ﹤0.01% | 1083 |
|
|
2025
Q1 | $1.05K | Hold |
14
| – | – | ﹤0.01% | 709 |
|
|
2024
Q4 | $934 | Buy |
+14
| New | +$934 | ﹤0.01% | 716 |
|
|
2024
Q3 | – | Sell |
-28
| Closed | -$1.67K | – | 780 |
|
|
2024
Q2 | $1.67K | Buy |
28
+14
| +100% | +$833 | ﹤0.01% | 862 |
|
|
2024
Q1 | $845 | Buy |
+14
| New | +$845 | ﹤0.01% | 882 |
|