O'Shaughnessy Asset Management’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
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $976K | Buy |
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|
2024
Q1 | $985K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $53K | Sell |
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|
2021
Q1 | $55K | Buy |
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|
2020
Q4 | $43K | Buy |
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|
2020
Q3 | $38K | Buy |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $3K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1K | Sell |
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|
2014
Q4 | $49K | Buy |
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|
2014
Q3 | $40K | Sell |
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|
2014
Q2 | $45K | Sell |
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|
2014
Q1 | $44K | Buy |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $4K | Buy |
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