Covestor’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 | $19K | Sell |
279
-1,164
| -81% | -$79.3K | 0.01% | 1262 |
|
|
2025
Q1 | $108K | Buy |
1,443
+378
| +35% | +$28.3K | 0.07% | 435 |
|
|
2024
Q4 | $71K | Buy |
1,065
+364
| +52% | +$24.3K | 0.04% | 709 |
|
|
2024
Q3 | $50K | Buy |
701
+472
| +206% | +$33.7K | 0.03% | 874 |
|
|
2024
Q2 | $14K | Sell |
229
-57
| -20% | -$3.49K | 0.01% | 1324 |
|
|
2024
Q1 | $17K | Buy |
286
+44
| +18% | +$2.62K | 0.01% | 1266 |
|
|
2023
Q4 | $14K | Buy |
242
+10
| +4% | +$579 | 0.01% | 1331 |
|
|
2023
Q3 | $12K | Sell |
232
-760
| -77% | -$39.3K | 0.01% | 1318 |
|
|
2023
Q2 | $58K | Buy |
992
+744
| +300% | +$43.5K | 0.04% | 718 |
|
|
2023
Q1 | $15K | Sell |
248
-5
| -2% | -$302 | 0.01% | 1105 |
|
|
2022
Q4 | $16K | Sell |
253
-471
| -65% | -$29.8K | 0.01% | 1099 |
|
|
2022
Q3 | $42K | Sell |
724
-992
| -58% | -$57.5K | 0.04% | 758 |
|
|
2022
Q2 | $116K | Buy |
1,716
+559
| +48% | +$37.8K | 0.09% | 317 |
|
|
2022
Q1 | $81K | Buy |
1,157
+320
| +38% | +$22.4K | 0.05% | 624 |
|
|
2021
Q4 | $54K | Buy |
+837
| New | +$54K | 0.08% | 489 |
|