HB Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.06M | Buy |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $922K | Buy |
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|
2023
Q2 | $994K | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $919K | Buy |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $953K | Buy |
|