BKM Wealth 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 | $714K | Sell |
10,308
-309
| -3% | -$21.4K | 0.28% | 87 |
|
|
2025
Q1 | $797K | Buy |
10,617
+659
| +7% | +$49.5K | 0.33% | 77 |
|
|
2024
Q4 | $664K | Buy |
9,958
+535
| +6% | +$35.7K | 0.27% | 88 |
|
|
2024
Q3 | $666K | Buy |
9,423
+115
| +1% | +$8.12K | 0.27% | 90 |
|
|
2024
Q2 | $554K | Sell |
9,308
-4,419
| -32% | -$263K | 0.27% | 100 |
|
|
2024
Q1 | $828K | Buy |
13,727
+2,537
| +23% | +$153K | 0.36% | 76 |
|
|
2023
Q4 | $650K | Buy |
+11,190
| New | +$650K | 0.28% | 88 |
|