Capstone Investment Advisors’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 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $160K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $43.8K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $50K | Buy |
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|
2021
Q3 | $6K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $23K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $611K | Sell |
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|
2016
Q3 | $2.83M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $650K | Buy |
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