HB Wealth 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 | $1.88M | Sell |
27,078
-841
| -3% | -$58.3K | 0.01% | 385 |
|
|
2025
Q1 | $2.1M | Buy |
27,919
+4,665
| +20% | +$350K | 0.02% | 365 |
|
|
2024
Q4 | $1.55M | Buy |
23,254
+3,041
| +15% | +$203K | 0.02% | 327 |
|
|
2024
Q3 | $1.43M | Buy |
20,213
+592
| +3% | +$41.8K | 0.02% | 327 |
|
|
2024
Q2 | $1.17M | Buy |
19,621
+477
| +2% | +$28.4K | 0.01% | 337 |
|
|
2024
Q1 | $1.16M | Buy |
19,144
+528
| +3% | +$31.9K | 0.01% | 326 |
|
|
2023
Q4 | $1.08M | Buy |
18,616
+1,263
| +7% | +$73.3K | 0.02% | 306 |
|
|
2023
Q3 | $922K | Buy |
17,353
+433
| +3% | +$23K | 0.01% | 306 |
|
|
2023
Q2 | $994K | Sell |
16,920
-1,521
| -8% | -$89.4K | 0.02% | 290 |
|
|
2023
Q1 | $1.13M | Buy |
18,441
+2,240
| +14% | +$137K | 0.02% | 269 |
|
|
2022
Q4 | $1.03M | Buy |
16,201
+423
| +3% | +$26.8K | 0.02% | 279 |
|
|
2022
Q3 | $919K | Buy |
15,778
+137
| +0.9% | +$7.98K | 0.02% | 272 |
|
|
2022
Q2 | $1.06M | Sell |
15,641
-270
| -2% | -$18.2K | 0.02% | 247 |
|
|
2022
Q1 | $1.11M | Buy |
15,911
+1,265
| +9% | +$88.5K | 0.02% | 256 |
|
|
2021
Q4 | $953K | Buy |
+14,646
| New | +$953K | 0.02% | 243 |
|