LVW Advisors’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 | $337K | Buy |
4,867
+670
| +16% | +$46.4K | 0.04% | 245 |
|
|
2025
Q1 | $315K | Buy |
4,197
+25
| +0.6% | +$1.88K | 0.04% | 229 |
|
|
2024
Q4 | $278K | Buy |
4,172
+269
| +7% | +$17.9K | 0.03% | 259 |
|
|
2024
Q3 | $276K | Buy |
+3,903
| New | +$276K | 0.04% | 259 |
|
|
2024
Q2 | – | Sell |
-5,180
| Closed | -$313K | – | 296 |
|
|
2024
Q1 | $313K | Buy |
+5,180
| New | +$313K | 0.05% | 223 |
|