Oak Thistle LLC’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
$637K Sell
2025
Q2
$1.53M Sell
2025
Q1
$1.85M Buy
2024
Q4
$638K Buy
2024
Q3
$442K Buy
2024
Q2
$328K Buy
2024
Q1
$233K Buy
2022
Q4
Sell
2022
Q3
$318K Buy
2022
Q2
Sell
2022
Q1
$572K Buy
2021
Q4
$259K Buy