Atom Investors’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 | – | Sell |
-2,757
| Closed | -$207K | – | 639 |
|
|
2025
Q1 | $207K | Sell |
2,757
-39,145
| -93% | -$2.94M | 0.03% | 400 |
|
|
2024
Q4 | $2.79M | Buy |
41,902
+38,214
| +1,036% | +$2.55M | 0.35% | 96 |
|
|
2024
Q3 | $260K | Buy |
+3,688
| New | +$260K | 0.03% | 394 |
|
|
2024
Q2 | – | Sell |
-15,086
| Closed | -$910K | – | 509 |
|
|
2024
Q1 | $910K | Sell |
15,086
-7,667
| -34% | -$463K | 0.11% | 232 |
|
|
2023
Q4 | $1.32M | Buy |
22,753
+8,338
| +58% | +$484K | 0.23% | 142 |
|
|
2023
Q3 | $766K | Buy |
14,415
+2,655
| +23% | +$141K | 0.17% | 164 |
|
|
2023
Q2 | $691K | Buy |
11,760
+4,863
| +71% | +$286K | 0.26% | 81 |
|
|
2023
Q1 | $423K | Buy |
6,897
+863
| +14% | +$53K | 0.23% | 112 |
|
|
2022
Q4 | $382K | Buy |
+6,034
| New | +$382K | 0.19% | 108 |
|