Caldwell Sutter Capital’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
Q2
$64.4K Buy
2025
Q1
$65.3K Sell
2024
Q4
$65K Hold
2024
Q3
$68.9K Hold
2024
Q2
$58.1K Buy
2024
Q1
$48.6K Buy
2023
Q4
$41.6K Buy
2023
Q3
$35.3K Buy
2023
Q2
$32.8K Buy
2023
Q1
$20.6K Buy