Kovitz Investment Group Partners’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 | $412K | Sell |
5,947
-2,122
| -26% | -$147K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $606K | Sell |
8,069
-2,260
| -22% | -$170K | ﹤0.01% | 858 |
|
|
2024
Q4 | $688K | Sell |
10,329
-3,682
| -26% | -$245K | ﹤0.01% | 809 |
|
|
2024
Q3 | $732K | Buy |
14,011
+2,913
| +26% | +$152K | 0.01% | 695 |
|
|
2024
Q2 | $661K | Sell |
11,098
-1,675
| -13% | -$99.7K | 0.01% | 613 |
|
|
2024
Q1 | $771K | Buy |
+12,773
| New | +$771K | 0.01% | 446 |
|