Kestra Private Wealth 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 | $309K | Sell |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $292K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $391K | Sell |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $202K | Buy |
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