FWL Investment Management’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 | $104K | Hold |
1,500
| – | – | 0.03% | 113 |
|
|
2025
Q1 | $113K | Hold |
1,500
| – | – | 0.04% | 106 |
|
|
2024
Q4 | $100K | Sell |
1,500
-400
| -21% | -$26.7K | 0.04% | 111 |
|
|
2024
Q3 | $134K | Sell |
1,900
-200
| -10% | -$14.1K | 0.05% | 84 |
|
|
2024
Q2 | $125K | Hold |
2,100
| – | – | 0.06% | 63 |
|
|
2024
Q1 | $127K | Hold |
2,100
| – | – | 0.07% | 65 |
|
|
2023
Q4 | $122K | Hold |
2,100
| – | – | 0.07% | 59 |
|
|
2023
Q3 | $112K | Buy |
+2,100
| New | +$112K | 0.07% | 57 |
|
|
2023
Q1 | – | Sell |
-2,250
| Closed | -$142K | – | 91 |
|
|
2022
Q4 | $142K | Buy |
+2,250
| New | +$142K | 0.11% | 54 |
|