Envestnet Portfolio Solutions’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95M | Buy |
100,337
+22,151
| +28% | +$1.53M | 0.03% | 285 |
|
|
2025
Q1 | $5.87M | Buy |
78,186
+1,403
| +2% | +$105K | 0.02% | 325 |
|
|
2024
Q4 | $5.12M | Sell |
76,783
-2,286
| -3% | -$152K | 0.02% | 389 |
|
|
2024
Q3 | $5.58M | Buy |
79,069
+1,591
| +2% | +$112K | 0.02% | 361 |
|
|
2024
Q2 | $4.61M | Buy |
77,478
+163
| +0.2% | +$9.7K | 0.02% | 388 |
|
|
2024
Q1 | $4.67M | Buy |
77,315
+7,816
| +11% | +$472K | 0.02% | 391 |
|
|
2023
Q4 | $4.04M | Sell |
69,499
-9,751
| -12% | -$566K | 0.02% | 391 |
|
|
2023
Q3 | $4.21M | Buy |
+79,250
| New | +$4.21M | 0.02% | 355 |
|