GW&K 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 | $12K | Buy |
176
+29
| +20% | +$1.98K | ﹤0.01% | 813 |
|
|
2025
Q1 | $11K | Hold |
147
| – | – | ﹤0.01% | 779 |
|
|
2024
Q4 | $10K | Hold |
147
| – | – | ﹤0.01% | 771 |
|
|
2024
Q3 | $10K | Buy |
147
+1
| +0.7% | +$68 | ﹤0.01% | 774 |
|
|
2024
Q2 | $9K | Buy |
146
+22
| +18% | +$1.36K | ﹤0.01% | 749 |
|
|
2024
Q1 | $7K | Buy |
124
+19
| +18% | +$1.07K | ﹤0.01% | 779 |
|
|
2023
Q4 | $6K | Buy |
105
+3
| +3% | +$171 | ﹤0.01% | 801 |
|
|
2023
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 786 |
|
|
2023
Q2 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 746 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | -$2K | – | 485 |
|
|
2022
Q2 | $2K | Buy |
37
+31
| +517% | +$1.68K | ﹤0.01% | 736 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 816 |
|