Principal Securities’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 | $173K | Buy |
2,502
+546
| +28% | +$37.8K | ﹤0.01% | 1291 |
|
|
2025
Q1 | $130K | Hold |
1,956
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q4 | $130K | Buy |
1,956
+490
| +33% | +$32.7K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $104K | Buy |
1,466
+250
| +21% | +$17.7K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $72.4K | Buy |
1,216
+293
| +32% | +$17.4K | ﹤0.01% | 1449 |
|
|
2024
Q1 | $55.7K | Sell |
923
-134
| -13% | -$8.09K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $61.4K | Buy |
+1,057
| New | +$61.4K | ﹤0.01% | 1395 |
|