CX Institutional’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Buy |
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|
2025
Q2 | $126K | Sell |
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|
2025
Q1 | $148K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $64K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $55K | Buy |
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|
2021
Q1 | $53K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $51K | Buy |
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|
2020
Q2 | $36K | Buy |
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|
2020
Q1 | $35K | Sell |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $39K | Buy |
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|
2019
Q2 | $35K | Buy |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | $26K | Buy |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $25K | Buy |
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