NewSquare Capital’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 | $8.53M | Buy |
124,948
+6,693
| +6% | +$457K | 0.63% | 45 |
|
|
2025
Q1 | $8.75M | Sell |
118,255
-11
| -0% | -$814 | 0.71% | 37 |
|
|
2024
Q4 | $7.76M | Sell |
118,266
-285
| -0.2% | -$18.7K | 0.62% | 44 |
|
|
2024
Q3 | $8.25M | Sell |
118,551
-1,527
| -1% | -$106K | 0.66% | 42 |
|
|
2024
Q2 | $7.04M | Buy |
120,078
+3,801
| +3% | +$223K | 0.61% | 50 |
|
|
2024
Q1 | $6.91M | Buy |
116,277
+1,270
| +1% | +$75.5K | 0.61% | 55 |
|
|
2023
Q4 | $6.58M | Buy |
115,007
+2,326
| +2% | +$133K | 0.63% | 52 |
|
|
2023
Q3 | $5.89M | Buy |
112,681
+5,507
| +5% | +$288K | 0.62% | 54 |
|
|
2023
Q2 | $6.3M | Buy |
107,174
+6,650
| +7% | +$391K | 0.65% | 53 |
|
|
2023
Q1 | $6.17M | Buy |
100,524
+7,951
| +9% | +$488K | 0.73% | 44 |
|
|
2022
Q4 | $5.86M | Buy |
92,573
+6,675
| +8% | +$423K | 0.73% | 43 |
|
|
2022
Q3 | $5M | Buy |
85,898
+6,305
| +8% | +$367K | 0.63% | 49 |
|
|
2022
Q2 | $5.37M | Buy |
79,593
+7,443
| +10% | +$502K | 0.69% | 44 |
|
|
2022
Q1 | $5.05M | Buy |
72,150
+8,044
| +13% | +$563K | 0.54% | 44 |
|
|
2021
Q4 | $4.17M | Buy |
+64,106
| New | +$4.17M | 0.44% | 61 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 367 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 317 |
|