CoreCap 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
Q3 | $193K | Buy |
|
|||||
|
2025
Q2 | $182K | Sell |
|
|||||
|
2025
Q1 | $207K | Sell |
|
|||||
|
2024
Q4 | $208K | Buy |
|
|||||
|
2024
Q3 | $200K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $170K | Buy |
|
|||||
|
2022
Q4 | $175K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $173K | Sell |
|
|||||
|
2022
Q1 | $206K | Sell |
|
|||||
|
2021
Q4 | $241K | Buy |
|