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Capital Advisors Ltd’s CMS Energy CMS Stock Holding History

Capital Advisors Ltd’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1K Hold
8
– – ﹤0.01% 1173
2025
Q4 		$1K Hold
8
– – ﹤0.01% 1153
2025
Q3 		$1K Hold
8
– – ﹤0.01% 1155
2025
Q2 		$1K Hold
8
– – ﹤0.01% 1156
2025
Q1 		$1K Hold
8
– – ﹤0.01% 1138
2024
Q4 		$1K Hold
8
– – ﹤0.01% 1163
2024
Q3 		$1K Hold
8
– – ﹤0.01% 1166
2024
Q2 		$0 Hold
8
– – ﹤0.01% 1415
2024
Q1 		$0 Buy
+8
New +$464 ﹤0.01% 1379
2023
Q4 		– Sell
-110
Closed -$6K – 1316
2023
Q3 		$6K Buy
+110
New +$6.37K ﹤0.01% 764
2023
Q2 		– Sell
-96
Closed -$6K – 1321
2023
Q1 		$6K Buy
96
+85
+773% +$5.22K ﹤0.01% 636
2022
Q4 		$1K Sell
11
-60
-85% -$3.55K ﹤0.01% 970
2022
Q3 		$4K Buy
71
+67
+1,675% +$4.51K ﹤0.01% 664
2022
Q2 		$0 Sell
4
-21
-84% -$1.45K ﹤0.01% 1047
2022
Q1 		$2K Buy
+25
New +$1.62K ﹤0.01% 629

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DZ Bank
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Invesco
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