Decade Renewable Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-207,400
| Closed | -$12.3M | – | 35 |
|
2024
Q2 | $12.3M | Buy |
+207,400
| New | +$12.3M | 6.02% | 4 |
|
2023
Q3 | – | Sell |
-89,040
| Closed | -$5.23M | – | 33 |
|
2023
Q2 | $5.23M | Sell |
89,040
-125,530
| -59% | -$7.37M | 2.42% | 20 |
|
2023
Q1 | $13.2M | Buy |
214,570
+99,892
| +87% | +$6.13M | 4.81% | 5 |
|
2022
Q4 | $7.26M | Buy |
+114,678
| New | +$7.26M | 2.71% | 17 |
|