Brown Advisory’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 | $224K | Buy |
+3,229
| New | +$224K | ﹤0.01% | 1267 |
|
|
2019
Q2 | – | Sell |
-4,944
| Closed | -$275K | – | 1066 |
|
|
2019
Q1 | $275K | Buy |
+4,944
| New | +$275K | ﹤0.01% | 1149 |
|
|
2018
Q3 | – | Sell |
-13,426
| Closed | -$634K | – | 1338 |
|
|
2018
Q2 | $634K | Buy |
+13,426
| New | +$634K | ﹤0.01% | 918 |
|
|
2017
Q4 | – | Sell |
-6,732
| Closed | -$312K | – | 1223 |
|
|
2017
Q3 | $312K | Buy |
6,732
+175
| +3% | +$8.11K | ﹤0.01% | 1001 |
|
|
2017
Q2 | $303K | Buy |
6,557
+1,767
| +37% | +$81.7K | ﹤0.01% | 1008 |
|
|
2017
Q1 | $214K | Sell |
4,790
-75
| -2% | -$3.35K | ﹤0.01% | 1091 |
|
|
2016
Q4 | $203K | Buy |
+4,865
| New | +$203K | ﹤0.01% | 1075 |
|