NBC Securities’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 | $71K | Buy |
1,037
+38
| +4% | +$2.6K | 0.01% | 1186 |
|
|
2025
Q1 | $75K | Buy |
+999
| New | +$75K | 0.01% | 1040 |
|
|
2024
Q4 | – | Sell |
-44,947
| Closed | -$3.17M | – | 1406 |
|
|
2024
Q3 | $3.17M | Sell |
44,947
-252
| -0.6% | -$17.8K | 0.27% | 80 |
|
|
2024
Q2 | $2.69M | Buy |
45,199
+1,807
| +4% | +$108K | 0.24% | 87 |
|
|
2024
Q1 | $2.62M | Sell |
43,392
-853
| -2% | -$51.5K | 0.25% | 89 |
|
|
2023
Q4 | $2.57M | Sell |
44,245
-818
| -2% | -$47.5K | 0.26% | 88 |
|
|
2023
Q3 | $2.39M | Buy |
+45,063
| New | +$2.39M | 0.26% | 83 |
|