FSG
Financial Strategies Group’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
3,581
-263
| -7% | -$18.5K | 0.05% | 89 |
|
|
2025
Q1 | $279K | Buy |
3,844
+22
| +0.6% | +$1.6K | 0.07% | 84 |
|
|
2024
Q4 | $249K | Buy |
3,822
+21
| +0.6% | +$1.37K | 0.06% | 94 |
|
|
2024
Q3 | $266K | Buy |
3,801
+122
| +3% | +$8.52K | 0.06% | 91 |
|
|
2024
Q2 | $217K | Buy |
3,679
+24
| +0.7% | +$1.41K | 0.05% | 91 |
|
|
2024
Q1 | $217K | Buy |
3,655
+26
| +0.7% | +$1.54K | 0.06% | 76 |
|
|
2023
Q4 | $202K | Buy |
+3,629
| New | +$202K | 0.06% | 77 |
|