EverSource Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $199K | Buy |
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|
2024
Q4 | $119K | Sell |
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|
2024
Q3 | $159K | Buy |
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|
2024
Q2 | $72.8K | Sell |
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|
2024
Q1 | $70.9K | Sell |
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|
2023
Q4 | $73.9K | Sell |
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|
2023
Q3 | $76.8K | Buy |
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|
2023
Q2 | $75.6K | Buy |
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|
2023
Q1 | $68.6K | Buy |
|
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|
2022
Q4 | $63.5K | Sell |
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|
2022
Q3 | $60K | Sell |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $17K | Buy |
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