Bleakley Financial Group’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 | $1.14M | Buy |
16,392
+3,132
| +24% | +$217K | 0.03% | 376 |
|
|
2025
Q1 | $996K | Buy |
13,260
+2,506
| +23% | +$188K | 0.03% | 334 |
|
|
2024
Q4 | $717K | Buy |
10,754
+1,303
| +14% | +$86.8K | 0.02% | 507 |
|
|
2024
Q3 | $668K | Sell |
9,451
-23
| -0.2% | -$1.63K | 0.02% | 511 |
|
|
2024
Q2 | $564K | Sell |
9,474
-417
| -4% | -$24.8K | 0.02% | 571 |
|
|
2024
Q1 | $597K | Sell |
9,891
-556
| -5% | -$33.5K | 0.02% | 560 |
|
|
2023
Q4 | $607K | Sell |
10,447
-284
| -3% | -$16.5K | 0.02% | 537 |
|
|
2023
Q3 | $570K | Sell |
10,731
-928
| -8% | -$49.3K | 0.02% | 513 |
|
|
2023
Q2 | $685K | Buy |
11,659
+3,562
| +44% | +$209K | 0.02% | 504 |
|
|
2023
Q1 | $497K | Buy |
8,097
+1,355
| +20% | +$83.2K | 0.02% | 570 |
|
|
2022
Q4 | $427K | Buy |
+6,742
| New | +$427K | 0.02% | 590 |
|