MeadowBrook Investment 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 | $104K | Hold |
1,500
| – | – | 0.09% | 146 |
|
|
2025
Q1 | $113K | Hold |
1,500
| – | – | 0.11% | 145 |
|
|
2024
Q4 | $100K | Hold |
1,500
| – | – | 0.09% | 150 |
|
|
2024
Q3 | $106K | Hold |
1,500
| – | – | 0.1% | 137 |
|
|
2024
Q2 | $89.3K | Hold |
1,500
| – | – | 0.08% | 142 |
|
|
2024
Q1 | $90.5K | Hold |
1,500
| – | – | 0.08% | 142 |
|
|
2023
Q4 | $87.1K | Buy |
+1,500
| New | +$87.1K | 0.08% | 144 |
|