CVA Family Office’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 | $84.6K | Buy |
1,221
+7
| +0.6% | +$485 | 0.01% | 433 |
|
|
2025
Q1 | $91.2K | Buy |
1,214
+19
| +2% | +$1.43K | 0.01% | 403 |
|
|
2024
Q4 | $79.6K | Buy |
1,195
+372
| +45% | +$24.8K | 0.01% | 430 |
|
|
2024
Q3 | $58.1K | Hold |
823
| – | – | 0.01% | 478 |
|
|
2024
Q2 | $49K | Buy |
823
+8
| +1% | +$476 | 0.01% | 502 |
|
|
2024
Q1 | $49.2K | Hold |
815
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $47.3K | Buy |
+815
| New | +$47.3K | 0.01% | 492 |
|
|
2023
Q3 | – | Sell |
-820
| Closed | -$48.2K | – | 371 |
|
|
2023
Q2 | $48.2K | Hold |
820
| – | – | 0.01% | 458 |
|
|
2023
Q1 | $50.3K | Sell |
820
-45
| -5% | -$2.76K | 0.01% | 441 |
|
|
2022
Q4 | $54.8K | Buy |
865
+50
| +6% | +$3.17K | 0.01% | 395 |
|
|
2022
Q3 | $47K | Hold |
815
| – | – | 0.01% | 380 |
|
|
2022
Q2 | $55K | Hold |
815
| – | – | 0.02% | 349 |
|
|
2022
Q1 | $57K | Buy |
815
+105
| +15% | +$7.34K | 0.01% | 369 |
|
|
2021
Q4 | $46K | Sell |
710
-5
| -0.7% | -$324 | 0.01% | 375 |
|
|
2021
Q3 | $44K | Sell |
715
-440
| -38% | -$27.1K | 0.03% | 195 |
|
|
2021
Q2 | $68K | Buy |
1,155
+160
| +16% | +$9.42K | 0.02% | 306 |
|
|
2021
Q1 | $61K | Buy |
995
+280
| +39% | +$17.2K | 0.02% | 246 |
|
|
2020
Q4 | $44K | Hold |
715
| – | – | 0.03% | 206 |
|
|
2020
Q3 | $44K | Buy |
715
+285
| +66% | +$17.5K | 0.03% | 195 |
|
|
2020
Q2 | $25K | Buy |
430
+200
| +87% | +$11.6K | 0.02% | 202 |
|
|
2020
Q1 | $14K | Buy |
+230
| New | +$14K | 0.01% | 221 |
|