&Partners’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
$5.9M Sell
85,363
-400
-0.5% -$27.7K 0.05% 330
2025
Q1
$6.36M Sell
85,763
-30,607
-26% -$2.27M 0.07% 252
2024
Q4
$7.72M Buy
116,370
+39,950
+52% +$2.65M 0.09% 215
2024
Q3
$5.39M Buy
76,420
+32,200
+73% +$2.27M 0.1% 193
2024
Q2
$2.63M Buy
44,220
+37,929
+603% +$2.26M 0.12% 177
2024
Q1
$380K Buy
6,291
+873
+16% +$52.7K 0.05% 326
2023
Q4
$321K Buy
+5,418
New +$321K 0.08% 200