Patton Fund Management’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 | $211K | Buy |
+3,051
| New | +$211K | 0.05% | 442 |
|
|
2023
Q1 | – | Sell |
-3,385
| Closed | -$214K | – | 114 |
|
|
2022
Q4 | $214K | Buy |
+3,385
| New | +$214K | 0.06% | 120 |
|
|
2020
Q4 | – | Sell |
-18,625
| Closed | -$1.14M | – | 78 |
|
|
2020
Q3 | $1.14M | Sell |
18,625
-873
| -4% | -$53.6K | 0.62% | 63 |
|
|
2020
Q2 | $1.14M | Sell |
19,498
-4,800
| -20% | -$280K | 0.66% | 53 |
|
|
2020
Q1 | $1.43M | Buy |
+24,298
| New | +$1.43M | 0.88% | 37 |
|