Crestline Management’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-128,797
Closed -$8.58M 126
2024
Q4
$8.58M Sell
128,797
-41,164
-24% -$2.74M 0.29% 65
2024
Q3
$12M Buy
169,961
+28,224
+20% +$1.99M 0.62% 26
2024
Q2
$8.44M Buy
141,737
+17,484
+14% +$1.04M 0.66% 42
2024
Q1
$7.5M Buy
124,253
+97,253
+360% +$5.87M 0.66% 41
2023
Q4
$1.57M Buy
+27,000
New +$1.57M 0.13% 135