Hennion & Walsh Asset 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 | $2.67M | Buy |
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|
2025
Q2 | $2.2M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $821K | Buy |
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|
2023
Q4 | $628K | Sell |
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|
2023
Q3 | $581K | Buy |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $770K | Buy |
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|
2022
Q4 | $642K | Sell |
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|
2022
Q3 | $749K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $1.12M | Buy |
|