DT Investment Partners’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 | $10K | Hold |
145
| – | – | ﹤0.01% | 402 |
|
|
2025
Q1 | $10.9K | Hold |
145
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $9.67K | Sell |
145
-862
| -86% | -$57.5K | ﹤0.01% | 420 |
|
|
2024
Q3 | $71.1K | Hold |
1,007
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $59.9K | Buy |
1,007
+862
| +594% | +$51.3K | 0.01% | 224 |
|
|
2024
Q1 | $8.75K | Hold |
145
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $8.31K | Hold |
145
| – | – | ﹤0.01% | 343 |
|
|
2023
Q3 | $7.7K | Hold |
145
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $8.76K | Hold |
145
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $8.94K | Hold |
145
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $9.18K | Hold |
145
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $8K | Buy |
+145
| New | +$8K | ﹤0.01% | 323 |
|