FAN
Financial Advisors Network’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
4,688
+601
| +15% | +$41.6K | 0.05% | 140 |
|
|
2025
Q1 | $307K | Buy |
4,087
+256
| +7% | +$19.2K | 0.05% | 135 |
|
|
2024
Q4 | $255K | Buy |
+3,831
| New | +$255K | 0.04% | 157 |
|
|
2022
Q4 | $255K | Buy |
+4,030
| New | +$255K | 0.07% | 109 |
|
|
2017
Q1 | – | Sell |
-1,201
| Closed | -$50.4K | – | 155 |
|
|
2016
Q4 | $50.4K | Buy |
+1,201
| New | +$50.4K | 0.04% | 136 |
|