Mather Group’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 | $826K | Buy |
11,922
+4,160
| +54% | +$288K | 0.01% | 300 |
|
|
2025
Q1 | $583K | Buy |
7,762
+3,766
| +94% | +$283K | 0.01% | 348 |
|
|
2024
Q4 | $266K | Buy |
3,996
+220
| +6% | +$14.7K | ﹤0.01% | 489 |
|
|
2024
Q3 | $267K | Buy |
3,776
+480
| +15% | +$33.9K | ﹤0.01% | 493 |
|
|
2024
Q2 | $199K | Sell |
3,296
-601
| -15% | -$36.3K | ﹤0.01% | 616 |
|
|
2024
Q1 | $226K | Sell |
3,897
-300
| -7% | -$17.4K | ﹤0.01% | 497 |
|
|
2023
Q4 | $244K | Buy |
+4,197
| New | +$244K | ﹤0.01% | 502 |
|
|
2023
Q3 | – | Sell |
-4,610
| Closed | -$271K | – | 548 |
|
|
2023
Q2 | $271K | Buy |
+4,610
| New | +$271K | ﹤0.01% | 476 |
|