NewSquare Capital’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.09M | Sell |
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|
2025
Q2 | $8.53M | Buy |
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|
2025
Q1 | $8.75M | Sell |
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|
2024
Q4 | $7.76M | Sell |
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|
2024
Q3 | $8.25M | Sell |
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|
2024
Q2 | $7.04M | Buy |
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|
2024
Q1 | $6.91M | Buy |
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|
2023
Q4 | $6.58M | Buy |
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|
2023
Q3 | $5.89M | Buy |
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|
2023
Q2 | $6.3M | Buy |
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|
2023
Q1 | $6.17M | Buy |
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|
2022
Q4 | $5.86M | Buy |
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|
2022
Q3 | $5M | Buy |
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|
2022
Q2 | $5.37M | Buy |
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|
2022
Q1 | $5.05M | Buy |
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|
2021
Q4 | $4.17M | Buy |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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