MAI Capital Management’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 | $123K | Buy |
1,776
+204
| +13% | +$14.1K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $118K | Buy |
1,572
+3
| +0.2% | +$225 | ﹤0.01% | 1275 |
|
|
2024
Q4 | $105K | Buy |
+1,569
| New | +$105K | ﹤0.01% | 1342 |
|
|
2020
Q2 | – | Sell |
-5,693
| Closed | -$334K | – | 516 |
|
|
2020
Q1 | $334K | Sell |
5,693
-577
| -9% | -$33.9K | 0.01% | 399 |
|
|
2019
Q4 | $394K | Hold |
6,270
| – | – | 0.01% | 407 |
|
|
2019
Q3 | $401K | Sell |
6,270
-74
| -1% | -$4.73K | 0.02% | 365 |
|
|
2019
Q2 | $367K | Buy |
6,344
+1,514
| +31% | +$87.6K | 0.02% | 375 |
|
|
2019
Q1 | $268K | Sell |
4,830
-20
| -0.4% | -$1.11K | 0.01% | 353 |
|
|
2018
Q4 | $241K | Buy |
4,850
+20
| +0.4% | +$994 | 0.01% | 369 |
|
|
2018
Q3 | $237K | Sell |
4,830
-5
| -0.1% | -$245 | 0.01% | 405 |
|
|
2018
Q2 | $229K | Buy |
+4,835
| New | +$229K | 0.01% | 414 |
|