Integrated Investment Consultants’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 | $752K | Hold |
10,861
| – | – | 0.15% | 104 |
|
|
2025
Q1 | $816K | Hold |
10,861
| – | – | 0.16% | 101 |
|
|
2024
Q4 | $724K | Hold |
10,861
| – | – | 0.15% | 117 |
|
|
2024
Q3 | $767K | Hold |
10,861
| – | – | 0.17% | 91 |
|
|
2024
Q2 | $655K | Hold |
10,861
| – | – | 0.18% | 96 |
|
|
2024
Q1 | $655K | Hold |
10,861
| – | – | 0.18% | 96 |
|
|
2023
Q4 | $631K | Hold |
10,861
| – | – | 0.2% | 90 |
|
|
2023
Q3 | $577K | Sell |
10,861
-3,293
| -23% | -$175K | 0.21% | 85 |
|
|
2023
Q2 | $832K | Sell |
14,154
-4,533
| -24% | -$266K | 0.26% | 58 |
|
|
2023
Q1 | $1.15M | Buy |
+18,687
| New | +$1.15M | 0.36% | 39 |
|
|
2018
Q2 | – | Sell |
-584
| Closed | -$26K | – | 269 |
|
|
2018
Q1 | $26K | Buy |
+584
| New | +$26K | 0.01% | 510 |
|
|
2017
Q3 | $27K | Hold |
584
| – | – | 0.01% | 438 |
|
|
2017
Q2 | $27K | Hold |
584
| – | – | 0.01% | 440 |
|
|
2017
Q1 | $26K | Hold |
584
| – | – | 0.01% | 441 |
|
|
2016
Q4 | $24K | Hold |
584
| – | – | 0.01% | 438 |
|
|
2016
Q3 | $24K | Hold |
584
| – | – | 0.01% | 444 |
|
|
2016
Q2 | $27K | Hold |
584
| – | – | 0.02% | 450 |
|
|
2016
Q1 | $24K | Buy |
+584
| New | +$24K | 0.01% | 429 |
|