BBL
Beck Bode LLC’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
258,289
+10,101
| +4% | +$700K | 3.03% | 15 |
|
|
2025
Q1 | $18.6M | Sell |
248,188
-615
| -0.2% | -$46.2K | 3.48% | 4 |
|
|
2024
Q4 | $16.6M | Buy |
248,803
+21,781
| +10% | +$1.45M | 3.03% | 6 |
|
|
2024
Q3 | $16M | Buy |
227,022
+10,698
| +5% | +$756K | 3.02% | 6 |
|
|
2024
Q2 | $12.9M | Buy |
216,324
+196,501
| +991% | +$11.7M | 2.59% | 12 |
|
|
2024
Q1 | $1.2M | Buy |
19,823
+5,411
| +38% | +$327K | 0.24% | 80 |
|
|
2023
Q4 | $837K | Buy |
14,412
+2,031
| +16% | +$118K | 0.19% | 97 |
|
|
2023
Q3 | $658K | Buy |
+12,381
| New | +$658K | 0.17% | 105 |
|
|
2022
Q2 | – | Sell |
-183,978
| Closed | -$12.9M | – | 236 |
|
|
2022
Q1 | $12.9M | Buy |
+183,978
| New | +$12.9M | 2.9% | 9 |
|
|
2021
Q3 | – | Sell |
-511
| Closed | -$30K | – | 125 |
|
|
2021
Q2 | $30K | Sell |
511
-140,350
| -100% | -$8.24M | 0.01% | 165 |
|
|
2021
Q1 | $8.62M | Buy |
+140,861
| New | +$8.62M | 2.65% | 19 |
|
|
2020
Q4 | – | Sell |
-602
| Closed | -$37K | – | 54 |
|
|
2020
Q3 | $37K | Buy |
+602
| New | +$37K | 0.01% | 122 |
|
|
2020
Q1 | – | Sell |
-137,582
| Closed | -$8.65M | – | 56 |
|
|
2019
Q4 | $8.65M | Buy |
+137,582
| New | +$8.65M | 3.55% | 10 |
|
|
2019
Q2 | – | Sell |
-142,522
| Closed | -$7.92M | – | 65 |
|
|
2019
Q1 | $7.92M | Buy |
+142,522
| New | +$7.92M | 3.82% | 8 |
|