IEQ Capital’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 | – | Sell |
-13,372
| Closed | -$1M | – | 1844 |
|
|
2025
Q1 | $1M | Buy |
+13,372
| New | +$1M | 0.01% | 759 |
|
|
2024
Q4 | – | Sell |
-8,075
| Closed | -$570K | – | 1354 |
|
|
2024
Q3 | $570K | Sell |
8,075
-2,936
| -27% | -$207K | 0.01% | 712 |
|
|
2024
Q2 | $655K | Buy |
11,011
+698
| +7% | +$41.6K | 0.01% | 579 |
|
|
2024
Q1 | $622K | Buy |
10,313
+492
| +5% | +$29.7K | 0.01% | 569 |
|
|
2023
Q4 | $570K | Sell |
9,821
-205
| -2% | -$11.9K | 0.01% | 543 |
|
|
2023
Q3 | $532K | Sell |
10,026
-35
| -0.3% | -$1.86K | 0.01% | 550 |
|
|
2023
Q2 | $591K | Buy |
10,061
+373
| +4% | +$21.9K | 0.01% | 510 |
|
|
2023
Q1 | $595K | Buy |
9,688
+946
| +11% | +$58.1K | 0.01% | 520 |
|
|
2022
Q4 | $554K | Buy |
8,742
+2,820
| +48% | +$179K | 0.02% | 490 |
|
|
2022
Q3 | $345K | Buy |
+5,922
| New | +$345K | 0.01% | 628 |
|