Financial Management Professionals’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 | $693 | Buy |
10
+5
| +100% | +$347 | ﹤0.01% | 875 |
|
|
2025
Q1 | $376 | Hold |
5
| – | – | ﹤0.01% | 918 |
|
|
2024
Q4 | $333 | Hold |
5
| – | – | ﹤0.01% | 926 |
|
|
2024
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 946 |
|
|
2024
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 909 |
|
|
2024
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 966 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | – | – | 950 |
|
|
2023
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 894 |
|
|
2016
Q3 | – | Sell |
-269
| Closed | -$12K | – | 318 |
|
|
2016
Q2 | $12K | Buy |
+269
| New | +$12K | 0.01% | 186 |
|