CX Institutional’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 | $126K | Sell |
1,813
-154
| -8% | -$10.7K | ﹤0.01% | 726 |
|
|
2025
Q1 | $148K | Buy |
+1,967
| New | +$148K | 0.01% | 674 |
|
|
2022
Q3 | – | Sell |
-952
| Closed | -$64K | – | 583 |
|
|
2022
Q2 | $64K | Buy |
+952
| New | +$64K | ﹤0.01% | 624 |
|
|
2021
Q4 | – | Sell |
-788
| Closed | -$47K | – | 432 |
|
|
2021
Q3 | $47K | Sell |
788
-147
| -16% | -$8.77K | ﹤0.01% | 592 |
|
|
2021
Q2 | $55K | Buy |
935
+76
| +9% | +$4.47K | ﹤0.01% | 550 |
|
|
2021
Q1 | $53K | Buy |
859
+8
| +0.9% | +$494 | ﹤0.01% | 480 |
|
|
2020
Q4 | $52K | Buy |
851
+16
| +2% | +$978 | 0.01% | 433 |
|
|
2020
Q3 | $51K | Buy |
835
+226
| +37% | +$13.8K | 0.01% | 381 |
|
|
2020
Q2 | $36K | Buy |
609
+15
| +3% | +$887 | ﹤0.01% | 365 |
|
|
2020
Q1 | $35K | Sell |
594
-12
| -2% | -$707 | 0.01% | 332 |
|
|
2019
Q4 | $38K | Hold |
606
| – | – | 0.01% | 303 |
|
|
2019
Q3 | $39K | Buy |
606
+7
| +1% | +$450 | 0.01% | 309 |
|
|
2019
Q2 | $35K | Buy |
599
+11
| +2% | +$643 | 0.01% | 343 |
|
|
2019
Q1 | $33K | Buy |
588
+54
| +10% | +$3.03K | 0.01% | 356 |
|
|
2018
Q4 | $26K | Buy |
534
+11
| +2% | +$536 | 0.01% | 301 |
|
|
2018
Q3 | $26K | Hold |
523
| – | – | 0.01% | 217 |
|
|
2018
Q2 | $25K | Buy |
+523
| New | +$25K | 0.01% | 189 |
|