Choreo LLC’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$625K Buy
9,021
+437
+5% +$30.3K 0.01% 777
2025
Q1
$645K Buy
8,584
+330
+4% +$24.8K 0.01% 720
2024
Q4
$550K Sell
8,254
-190
-2% -$12.7K 0.01% 854
2024
Q3
$600K Buy
8,444
+639
+8% +$45.4K 0.01% 813
2024
Q2
$460K Buy
+7,805
New +$460K 0.01% 851