Brinker Capital Investments’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
Q3 | $3.37M | Sell |
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|
2025
Q2 | $3.3M | Buy |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $851K | Buy |
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|
2022
Q4 | $851K | Sell |
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|
2022
Q3 | $849K | Sell |
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|
2022
Q2 | $998K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $945K | Sell |
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|
2021
Q3 | $935K | Hold |
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|
2021
Q2 | $935K | Buy |
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|
2021
Q1 | $787K | Sell |
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|
2020
Q4 | $1.61M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $8K | Buy |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Sell |
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|
2017
Q3 | $14K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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