Ethic Inc’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 | $451K | Buy |
6,533
+852
| +15% | +$58.8K | 0.01% | 848 |
|
|
2025
Q1 | $427K | Buy |
5,681
+633
| +13% | +$47.6K | 0.01% | 842 |
|
|
2024
Q4 | $336K | Buy |
+5,048
| New | +$336K | 0.01% | 912 |
|
|
2021
Q1 | – | Sell |
-3,940
| Closed | -$240K | – | 490 |
|
|
2020
Q4 | $240K | Buy |
+3,940
| New | +$240K | 0.06% | 352 |
|
|
2020
Q3 | – | Sell |
-3,752
| Closed | -$219K | – | 347 |
|
|
2020
Q2 | $219K | Sell |
3,752
-280
| -7% | -$16.3K | 0.12% | 228 |
|
|
2020
Q1 | $237K | Buy |
+4,032
| New | +$237K | 0.2% | 160 |
|