Azimuth Capital 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 | $667K | Sell |
9,622
-500
| -5% | -$34.6K | 0.02% | 225 |
|
|
2025
Q1 | $760K | Sell |
10,122
-1,530
| -13% | -$115K | 0.03% | 219 |
|
|
2024
Q4 | $777K | Hold |
11,652
| – | – | 0.03% | 222 |
|
|
2024
Q3 | $823K | Hold |
11,652
| – | – | 0.03% | 216 |
|
|
2024
Q2 | $694K | Buy |
11,652
+8,030
| +222% | +$478K | 0.03% | 227 |
|
|
2024
Q1 | $219K | Hold |
3,622
| – | – | 0.01% | 294 |
|
|
2023
Q4 | $210K | Buy |
+3,622
| New | +$210K | 0.01% | 295 |
|
|
2023
Q3 | – | Sell |
-3,622
| Closed | -$213K | – | 295 |
|
|
2023
Q2 | $213K | Hold |
3,622
| – | – | 0.01% | 295 |
|
|
2023
Q1 | $222K | Hold |
3,622
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $229K | Hold |
3,622
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $211K | Hold |
3,622
| – | – | 0.01% | 292 |
|
|
2022
Q2 | $244K | Buy |
+3,622
| New | +$244K | 0.01% | 291 |
|