Bruce G. Allen Investments’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 | $106K | Buy |
1,528
+29
| +2% | +$2.01K | 0.08% | 148 |
|
|
2025
Q1 | $113K | Sell |
1,499
-1
| -0.1% | -$75 | 0.09% | 126 |
|
|
2024
Q4 | $100K | Sell |
1,500
-4
| -0.3% | -$267 | 0.08% | 143 |
|
|
2024
Q3 | $106K | Buy |
1,504
+8
| +0.5% | +$565 | 0.08% | 142 |
|
|
2024
Q2 | $89.1K | Sell |
1,496
-86
| -5% | -$5.12K | 0.07% | 162 |
|
|
2024
Q1 | $95.5K | Sell |
1,582
-4
| -0.3% | -$241 | 0.08% | 162 |
|
|
2023
Q4 | $92.1K | Buy |
+1,586
| New | +$92.1K | 0.08% | 161 |
|