Private Trust Company’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
Q3 | $114K | Buy |
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|
2025
Q2 | $98.3K | Sell |
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|
2025
Q1 | $110K | Buy |
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|
2024
Q4 | $85.4K | Buy |
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|
2024
Q3 | $69.4K | Buy |
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|
2024
Q2 | $46.6K | Hold |
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|
2024
Q1 | $47.2K | Hold |
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|
2023
Q4 | $45.4K | Hold |
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|
2023
Q3 | $41.5K | Hold |
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|
2023
Q2 | $45.9K | Sell |
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|
2023
Q1 | $63K | Sell |
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|
2022
Q4 | $67K | Sell |
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|
2022
Q3 | $81K | Sell |
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|
2022
Q2 | $126K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $28K | Buy |
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|
2014
Q2 | $7K | Sell |
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|
2014
Q1 | $30K | Sell |
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|
2013
Q4 | $28K | Hold |
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|
2013
Q3 | $28K | Hold |
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|
2013
Q2 | $29K | Buy |
|