II
Inspire Investing’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
32,568
+2,129
| +7% | +$147K | 0.25% | 99 |
|
|
2025
Q1 | $2.29M | Buy |
30,439
+284
| +0.9% | +$21.3K | 0.27% | 84 |
|
|
2024
Q4 | $2.01M | Sell |
30,155
-212
| -0.7% | -$14.1K | 0.22% | 100 |
|
|
2024
Q3 | $2.14M | Sell |
30,367
-2,542
| -8% | -$180K | 0.22% | 105 |
|
|
2024
Q2 | $1.96M | Sell |
32,909
-5,478
| -14% | -$326K | 0.23% | 114 |
|
|
2024
Q1 | $2.32M | Buy |
+38,387
| New | +$2.32M | 0.24% | 102 |
|
|
2020
Q2 | – | Sell |
-7,190
| Closed | -$422K | – | 548 |
|
|
2020
Q1 | $422K | Sell |
7,190
-4,222
| -37% | -$248K | 0.17% | 120 |
|
|
2019
Q4 | $717K | Buy |
11,412
+167
| +1% | +$10.5K | 0.26% | 92 |
|
|
2019
Q3 | $719K | Sell |
11,245
-3,014
| -21% | -$193K | 0.27% | 79 |
|
|
2019
Q2 | $826K | Buy |
14,259
+1,053
| +8% | +$61K | 0.35% | 64 |
|
|
2019
Q1 | $733K | Buy |
13,206
+2,346
| +22% | +$130K | 0.34% | 65 |
|
|
2018
Q4 | $539K | Buy |
10,860
+3,976
| +58% | +$197K | 0.36% | 60 |
|
|
2018
Q3 | $337K | Buy |
6,884
+829
| +14% | +$40.6K | 0.21% | 118 |
|
|
2018
Q2 | $286K | Buy |
6,055
+442
| +8% | +$20.9K | 0.2% | 140 |
|
|
2018
Q1 | $254K | Buy |
5,613
+1,871
| +50% | +$84.7K | 0.26% | 86 |
|
|
2017
Q4 | $177K | Buy |
+3,742
| New | +$177K | 0.15% | 143 |
|