Orion Portfolio Solutions’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
Q1 | $2.81M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $851K | Buy |
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|
2022
Q4 | $205K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $38K | Sell |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $35K | Buy |
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