Bryn Mawr Capital 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 | $357K | Buy |
+5,151
| New | +$357K | 0.02% | 319 |
|
|
2025
Q1 | – | Sell |
-4,760
| Closed | -$317K | – | 403 |
|
|
2024
Q4 | $317K | Hold |
4,760
| – | – | 0.02% | 343 |
|
|
2024
Q3 | $336K | Hold |
4,760
| – | – | 0.02% | 336 |
|
|
2024
Q2 | $283K | Hold |
4,760
| – | – | 0.02% | 340 |
|
|
2024
Q1 | $287K | Hold |
4,760
| – | – | 0.02% | 346 |
|
|
2023
Q4 | $276K | Hold |
4,760
| – | – | 0.02% | 345 |
|
|
2023
Q3 | $253K | Hold |
4,760
| – | – | 0.02% | 344 |
|
|
2023
Q2 | $280K | Hold |
4,760
| – | – | 0.03% | 252 |
|
|
2023
Q1 | $292K | Hold |
4,760
| – | – | 0.03% | 237 |
|
|
2022
Q4 | $301K | Buy |
+4,760
| New | +$301K | 0.03% | 226 |
|