Corient Private Wealth’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 | $4.14M | Sell |
59,720
-1,324
| -2% | -$91.7K | ﹤0.01% | 820 |
|
|
2025
Q1 | $4.59M | Sell |
61,044
-53
| -0.1% | -$3.98K | 0.01% | 705 |
|
|
2024
Q4 | $4.07M | Buy |
61,097
+1,451
| +2% | +$96.7K | 0.01% | 758 |
|
|
2024
Q3 | $4.21M | Sell |
59,646
-1,232
| -2% | -$87K | 0.01% | 780 |
|
|
2024
Q2 | $3.62M | Buy |
60,878
+2,383
| +4% | +$142K | 0.01% | 800 |
|
|
2024
Q1 | $3.53M | Buy |
58,495
+5,110
| +10% | +$308K | 0.01% | 806 |
|
|
2023
Q4 | $3.1M | Buy |
53,385
+4,595
| +9% | +$267K | 0.01% | 837 |
|
|
2023
Q3 | $2.59M | Sell |
48,790
-2,813
| -5% | -$149K | 0.01% | 822 |
|
|
2023
Q2 | $3.02M | Buy |
51,603
+5,496
| +12% | +$322K | 0.01% | 772 |
|
|
2023
Q1 | $2.83M | Buy |
46,107
+18,761
| +69% | +$1.15M | 0.01% | 742 |
|
|
2022
Q4 | $1.73M | Buy |
+27,346
| New | +$1.73M | 0.01% | 750 |
|