Capital Group Private Client Services’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 | $20.2M | Sell |
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|
2025
Q1 | $22.3M | Sell |
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|
2024
Q4 | $20.5M | Buy |
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|
2024
Q3 | $21.6M | Sell |
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|
2024
Q2 | $18.5M | Sell |
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|
2024
Q1 | $19.5M | Buy |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $4.68M | Sell |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $4.55M | Buy |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | $5.42M | Buy |
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|
2021
Q4 | $4.88M | Sell |
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|
2021
Q3 | $4.61M | Buy |
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