MV 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 | $22K | Hold |
318
| – | – | ﹤0.01% | 429 |
|
|
2025
Q1 | $23.9K | Sell |
318
-2
| -0.6% | -$150 | ﹤0.01% | 410 |
|
|
2024
Q4 | $21.3K | Buy |
320
+2
| +0.6% | +$133 | ﹤0.01% | 411 |
|
|
2024
Q3 | $22.5K | Buy |
318
+6
| +2% | +$424 | ﹤0.01% | 417 |
|
|
2024
Q2 | $18.6K | Buy |
312
+2
| +0.6% | +$119 | ﹤0.01% | 431 |
|
|
2024
Q1 | $18.7K | Hold |
310
| – | – | ﹤0.01% | 433 |
|
|
2023
Q4 | $18K | Buy |
310
+107
| +53% | +$6.21K | ﹤0.01% | 446 |
|
|
2023
Q3 | $10.8K | Sell |
203
-10
| -5% | -$531 | ﹤0.01% | 488 |
|
|
2023
Q2 | $12.5K | Sell |
213
-1
| -0.5% | -$59 | ﹤0.01% | 474 |
|
|
2023
Q1 | $13.1K | Buy |
214
+31
| +17% | +$1.9K | ﹤0.01% | 468 |
|
|
2022
Q4 | $11.6K | Buy |
183
+98
| +115% | +$6.21K | ﹤0.01% | 437 |
|
|
2022
Q3 | $5K | Buy |
85
+28
| +49% | +$1.65K | ﹤0.01% | 544 |
|
|
2022
Q2 | $4K | Buy |
57
+11
| +24% | +$772 | ﹤0.01% | 571 |
|
|
2022
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 627 |
|
|
2021
Q4 | $3K | Buy |
46
+28
| +156% | +$1.83K | ﹤0.01% | 633 |
|
|
2021
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 688 |
|