Aquila 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $353K | Buy |
+5,000
| New | +$353K | 0.39% | 58 |
|
|
2024
Q2 | – | Sell |
-30,000
| Closed | -$1.81M | – | 66 |
|
|
2024
Q1 | $1.81M | Buy |
30,000
+20,000
| +200% | +$1.21M | 1.54% | 28 |
|
|
2023
Q4 | $581K | Buy |
+10,000
| New | +$581K | 0.5% | 71 |
|
|
2023
Q3 | – | Sell |
-35,000
| Closed | -$2.06M | – | 83 |
|
|
2023
Q2 | $2.06M | Sell |
35,000
-17,000
| -33% | -$999K | 1.68% | 20 |
|
|
2023
Q1 | $3.19M | Buy |
52,000
+11,000
| +27% | +$675K | 2.63% | 5 |
|
|
2022
Q4 | $2.6M | Sell |
41,000
-4,000
| -9% | -$253K | 2.01% | 7 |
|
|
2022
Q3 | $2.62M | Sell |
45,000
-1,000
| -2% | -$58.2K | 1.96% | 11 |
|
|
2022
Q2 | $3.11M | Sell |
46,000
-2,000
| -4% | -$135K | 2.21% | 4 |
|
|
2022
Q1 | $3.36M | Buy |
48,000
+10,000
| +26% | +$699K | 1.9% | 12 |
|
|
2021
Q4 | $2.47M | Buy |
+38,000
| New | +$2.47M | 1.19% | 38 |
|