HighPoint Advisor Group’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
5,331
+304
| +6% | +$21.1K | 0.02% | 454 |
|
|
2025
Q1 | $370K | Buy |
5,027
+197
| +4% | +$14.5K | 0.02% | 432 |
|
|
2024
Q4 | $335K | Buy |
4,830
+310
| +7% | +$21.5K | 0.02% | 470 |
|
|
2024
Q3 | $309K | Sell |
4,520
-78
| -2% | -$5.33K | 0.02% | 480 |
|
|
2024
Q2 | $299K | Buy |
4,598
+426
| +10% | +$27.7K | 0.02% | 476 |
|
|
2024
Q1 | $262K | Sell |
4,172
-388
| -9% | -$24.4K | 0.02% | 507 |
|
|
2023
Q4 | $267K | Buy |
+4,560
| New | +$267K | 0.02% | 499 |
|
|
2022
Q2 | $326K | Buy |
+4,842
| New | +$326K | 0.04% | 378 |
|
|
2021
Q3 | $329K | Buy |
5,511
+1,119
| +25% | +$66.8K | 0.03% | 380 |
|
|
2021
Q2 | $259K | Buy |
+4,392
| New | +$259K | 0.03% | 434 |
|