Caldwell Sutter Capital’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 | $64.4K | Buy |
930
+60
| +7% | +$4.16K | 0.03% | 322 |
|
|
2025
Q1 | $65.3K | Sell |
870
-106
| -11% | -$7.96K | 0.03% | 325 |
|
|
2024
Q4 | $65.1K | Hold |
976
| – | – | 0.03% | 325 |
|
|
2024
Q3 | $68.9K | Hold |
976
| – | – | 0.03% | 319 |
|
|
2024
Q2 | $58.1K | Buy |
976
+170
| +21% | +$10.1K | 0.03% | 337 |
|
|
2024
Q1 | $48.6K | Buy |
806
+89
| +12% | +$5.37K | 0.02% | 354 |
|
|
2023
Q4 | $41.6K | Buy |
717
+53
| +8% | +$3.08K | 0.02% | 359 |
|
|
2023
Q3 | $35.3K | Buy |
664
+105
| +19% | +$5.58K | 0.02% | 368 |
|
|
2023
Q2 | $32.8K | Buy |
559
+223
| +66% | +$13.1K | 0.02% | 375 |
|
|
2023
Q1 | $20.6K | Buy |
+336
| New | +$20.6K | 0.02% | 333 |
|