Beacon Capital Management LLC (Tennessee)’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 | $13.6K | Buy |
197
+28
| +17% | +$1.94K | ﹤0.01% | 567 |
|
|
2025
Q1 | $12.7K | Buy |
169
+1
| +0.6% | +$75 | ﹤0.01% | 571 |
|
|
2024
Q4 | $11.2K | Sell |
168
-17
| -9% | -$1.14K | ﹤0.01% | 581 |
|
|
2024
Q3 | $13.1K | Buy |
185
+175
| +1,750% | +$12.4K | ﹤0.01% | 580 |
|
|
2024
Q2 | $600 | Sell |
10
-271
| -96% | -$16.3K | ﹤0.01% | 985 |
|
|
2024
Q1 | $17K | Sell |
281
-1,083
| -79% | -$65.3K | ﹤0.01% | 483 |
|
|
2023
Q4 | $72.4K | Hold |
1,364
| – | – | 0.02% | 168 |
|
|
2023
Q3 | $80.1K | Hold |
1,364
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $80.1K | Hold |
1,364
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $83.7K | Hold |
1,364
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $86.4K | Hold |
1,364
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $93K | Hold |
1,364
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $95K | Hold |
1,364
| – | – | 0.02% | 162 |
|
|
2022
Q1 | $95K | Buy |
+1,364
| New | +$95K | 0.02% | 162 |
|