FORA Capital’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 | $960K | Buy |
13,851
+3,455
| +33% | +$239K | 0.11% | 227 |
|
|
2025
Q1 | $781K | Buy |
+10,396
| New | +$781K | 0.08% | 273 |
|
|
2022
Q2 | – | Sell |
-17,113
| Closed | -$1.2M | – | 465 |
|
|
2022
Q1 | $1.2M | Buy |
17,113
+12,614
| +280% | +$883K | 0.22% | 133 |
|
|
2021
Q4 | $293K | Buy |
+4,499
| New | +$293K | 0.11% | 228 |
|
|
2020
Q4 | – | Sell |
-6,579
| Closed | -$404K | – | 945 |
|
|
2020
Q3 | $404K | Buy |
+6,579
| New | +$404K | 0.26% | 81 |
|
|
2020
Q2 | – | Sell |
-9,795
| Closed | -$575K | – | 958 |
|
|
2020
Q1 | $575K | Sell |
9,795
-20,923
| -68% | -$1.23M | 0.12% | 215 |
|
|
2019
Q4 | $1.93M | Buy |
+30,718
| New | +$1.93M | 0.19% | 136 |
|