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