Morningstar Investment 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 | $235K | Buy |
+3,391
| New | +$235K | 0.02% | 189 |
|
|
2025
Q1 | – | Sell |
-3,627
| Closed | -$242K | – | 104 |
|
|
2024
Q4 | $242K | Hold |
3,627
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $253K | Buy |
3,627
+9
| +0.2% | +$628 | 0.03% | 180 |
|
|
2024
Q2 | $215K | Hold |
3,618
| – | – | 0.02% | 188 |
|
|
2024
Q1 | $218K | Hold |
3,618
| – | – | 0.02% | 193 |
|
|
2023
Q4 | $210K | Buy |
+3,618
| New | +$210K | 0.02% | 189 |
|
|
2023
Q3 | – | Sell |
-3,591
| Closed | -$211K | – | 170 |
|
|
2023
Q2 | $211K | Buy |
+3,591
| New | +$211K | 0.03% | 161 |
|