Kestra Private Wealth Services’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 | $309K | Sell |
4,453
-940
| -17% | -$65.1K | ﹤0.01% | 1265 |
|
|
2025
Q1 | $405K | Buy |
5,393
+617
| +13% | +$46.3K | 0.01% | 1060 |
|
|
2024
Q4 | $318K | Buy |
4,776
+128
| +3% | +$8.53K | 0.01% | 1107 |
|
|
2024
Q3 | $328K | Sell |
4,648
-249
| -5% | -$17.6K | 0.01% | 1055 |
|
|
2024
Q2 | $292K | Sell |
4,897
-698
| -12% | -$41.6K | 0.01% | 1056 |
|
|
2024
Q1 | $338K | Sell |
5,595
-1,132
| -17% | -$68.3K | 0.01% | 964 |
|
|
2023
Q4 | $391K | Sell |
6,727
-666
| -9% | -$38.7K | 0.01% | 833 |
|
|
2023
Q3 | $393K | Sell |
7,393
-175
| -2% | -$9.29K | 0.01% | 757 |
|
|
2023
Q2 | $445K | Buy |
7,568
+194
| +3% | +$11.4K | 0.02% | 671 |
|
|
2023
Q1 | $453K | Buy |
7,374
+895
| +14% | +$54.9K | 0.02% | 634 |
|
|
2022
Q4 | $410K | Sell |
6,479
-123
| -2% | -$7.79K | 0.02% | 573 |
|
|
2022
Q3 | $385K | Buy |
6,602
+382
| +6% | +$22.3K | 0.02% | 572 |
|
|
2022
Q2 | $420K | Buy |
6,220
+3,096
| +99% | +$209K | 0.02% | 553 |
|
|
2022
Q1 | $218K | Buy |
3,124
+15
| +0.5% | +$1.05K | 0.01% | 860 |
|
|
2021
Q4 | $202K | Buy |
+3,109
| New | +$202K | 0.01% | 905 |
|