Kestra Advisory Services’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
Q2 | $484K | Buy |
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|
2025
Q1 | $513K | Sell |
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|
2024
Q4 | $483K | Buy |
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|
2024
Q3 | $469K | Sell |
|
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|
2024
Q2 | $408K | Sell |
|
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|
2024
Q1 | $488K | Sell |
|
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|
2023
Q4 | $484K | Sell |
|
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|
2023
Q3 | $730K | Buy |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $357K | Sell |
|
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|
2022
Q4 | $805K | Buy |
|
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $372K | Buy |
|