Oxler Private Wealth’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 | $305K | Sell |
4,405
-110
| -2% | -$7.62K | 0.1% | 75 |
|
|
2025
Q1 | $339K | Buy |
4,515
+24
| +0.5% | +$1.8K | 0.12% | 71 |
|
|
2024
Q4 | $299K | Sell |
4,491
-278
| -6% | -$18.5K | 0.1% | 75 |
|
|
2024
Q3 | $337K | Buy |
4,769
+25
| +0.5% | +$1.77K | 0.12% | 73 |
|
|
2024
Q2 | $282K | Buy |
4,744
+34
| +0.7% | +$2.02K | 0.1% | 74 |
|
|
2024
Q1 | $284K | Buy |
4,710
+36
| +0.8% | +$2.17K | 0.11% | 78 |
|
|
2023
Q4 | $271K | Sell |
4,674
-21,314
| -82% | -$1.24M | 0.23% | 62 |
|
|
2023
Q3 | $1.38M | Sell |
25,988
-1,052
| -4% | -$55.9K | 0.69% | 38 |
|
|
2023
Q2 | $1.59M | Buy |
27,040
+225
| +0.8% | +$13.2K | 0.76% | 37 |
|
|
2023
Q1 | $1.65M | Buy |
26,815
+211
| +0.8% | +$13K | 0.81% | 37 |
|
|
2022
Q4 | $1.68M | Sell |
26,604
-522
| -2% | -$33.1K | 0.91% | 34 |
|
|
2022
Q3 | $1.58M | Buy |
27,126
+174
| +0.6% | +$10.1K | 0.88% | 33 |
|
|
2022
Q2 | $1.82M | Buy |
26,952
+170
| +0.6% | +$11.5K | 0.88% | 33 |
|
|
2022
Q1 | $1.87M | Sell |
26,782
-107
| -0.4% | -$7.48K | 0.84% | 34 |
|
|
2021
Q4 | $1.75M | Buy |
26,889
+44
| +0.2% | +$2.86K | 0.72% | 40 |
|
|
2021
Q3 | $1.6M | Buy |
26,845
+1,500
| +6% | +$89.6K | 0.71% | 41 |
|
|
2021
Q2 | $1.5M | Hold |
25,345
| – | – | 0.65% | 44 |
|
|
2021
Q1 | $1.55M | Hold |
25,345
| – | – | 0.79% | 38 |
|
|
2020
Q4 | $1.55M | Buy |
+25,345
| New | +$1.55M | 0.87% | 31 |
|