Benjamin Edwards Inc’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Sell |
|
|||||
|
2025
Q1 | $996K | Sell |
|
|||||
|
2024
Q4 | $4.2M | Sell |
|
|||||
|
2024
Q3 | $4.48M | Buy |
|
|||||
|
2024
Q2 | $3M | Sell |
|
|||||
|
2024
Q1 | $3.12M | Sell |
|
|||||
|
2023
Q4 | $3.45M | Sell |
|
|||||
|
2023
Q3 | $3.19M | Sell |
|
|||||
|
2023
Q2 | $3.6M | Buy |
|
|||||
|
2023
Q1 | $3.67M | Buy |
|
|||||
|
2022
Q4 | $3.67M | Buy |
|
|||||
|
2022
Q3 | $3.31M | Buy |
|
|||||
|
2022
Q2 | $3.76M | Buy |
|
|||||
|
2022
Q1 | $3.86M | Sell |
|
|||||
|
2021
Q4 | $3.96M | Buy |
|
|||||
|
2021
Q3 | $706K | Buy |
|