Caldwell Trust’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
Q3 | $79.6K | Hold |
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|
2025
Q2 | $75.3K | Hold |
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|
2025
Q1 | $81.6K | Hold |
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|
2024
Q4 | $72.4K | Hold |
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|
2024
Q3 | $76.8K | Hold |
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|
2024
Q2 | $64.7K | Hold |
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|
2024
Q1 | $65.6K | Hold |
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|
2023
Q4 | $63.1K | Hold |
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|
2023
Q3 | $57.7K | Hold |
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|
2023
Q2 | $63.9K | Hold |
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|
2023
Q1 | $66.7K | Hold |
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|
2022
Q4 | $68.8K | Hold |
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|
2022
Q3 | $63.3K | Sell |
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|
2022
Q2 | $86.9K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $83.7K | Hold |
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|
2021
Q3 | $76.9K | Hold |
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|
2021
Q2 | $76K | Hold |
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|
2021
Q1 | $78.8K | Hold |
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|
2020
Q4 | $78.5K | Hold |
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|
2020
Q3 | $79K | Hold |
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|
2020
Q2 | $75.2K | Hold |
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|
2020
Q1 | $75.6K | Hold |
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|
2019
Q4 | $80.9K | Buy |
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