CIM
Contravisory Investment Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.06M | Buy |
130,819
+9,420
| +8% | +$653K | 1.78% | 21 |
|
|
2025
Q1 | $9.12M | Sell |
121,399
-859
| -0.7% | -$64.5K | 1.92% | 18 |
|
|
2024
Q4 | $8.15M | Buy |
+122,258
| New | +$8.15M | 1.74% | 27 |
|
|
2023
Q1 | – | Sell |
-5,797
| Closed | -$367K | – | 333 |
|
|
2022
Q4 | $367K | Buy |
5,797
+5
| +0.1% | +$317 | 0.1% | 136 |
|
|
2022
Q3 | $337K | Hold |
5,792
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $391K | Buy |
+5,792
| New | +$391K | 0.13% | 103 |
|
|
2020
Q3 | – | Sell |
-4,231
| Closed | -$250K | – | 258 |
|
|
2020
Q2 | $250K | Buy |
+4,231
| New | +$250K | 0.09% | 129 |
|
|
2018
Q2 | – | Sell |
-126,613
| Closed | -$5.73M | – | 334 |
|
|
2018
Q1 | $5.73M | Sell |
126,613
-4,313
| -3% | -$195K | 2.12% | 11 |
|
|
2017
Q4 | $6.19M | Sell |
130,926
-13,749
| -10% | -$650K | 2.25% | 12 |
|
|
2017
Q3 | $6.7M | Sell |
144,675
-7,307
| -5% | -$338K | 2.39% | 6 |
|
|
2017
Q2 | $7.03M | Sell |
151,982
-8,870
| -6% | -$410K | 2.53% | 7 |
|
|
2017
Q1 | $7.2M | Sell |
160,852
-26,768
| -14% | -$1.2M | 2.54% | 6 |
|
|
2016
Q4 | $7.81M | Sell |
187,620
-6,970
| -4% | -$290K | 2.66% | 10 |
|
|
2016
Q3 | $8.18M | Sell |
194,590
-9,633
| -5% | -$405K | 2.63% | 10 |
|
|
2016
Q2 | $9.37M | Sell |
204,223
-14,946
| -7% | -$685K | 2.87% | 7 |
|
|
2016
Q1 | $9.3M | Sell |
219,169
-12,777
| -6% | -$542K | 2.72% | 10 |
|
|
2015
Q4 | $8.37M | Sell |
231,946
-43,725
| -16% | -$1.58M | 2.23% | 19 |
|
|
2015
Q3 | $9.74M | Sell |
275,671
-1,210
| -0.4% | -$42.7K | 2.29% | 19 |
|
|
2015
Q2 | $8.82M | Buy |
+276,881
| New | +$8.82M | 1.92% | 31 |
|