RegentAtlantic Capital’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$775K Sell
2022
Q2
$1.21M Buy
2022
Q1
$1.25M Sell
2021
Q4
$1.28M Buy
2021
Q3
$1M Buy
2021
Q2
$530K Buy
2021
Q1
$327K Buy
2015
Q1
Sell
2014
Q4
$25.5K Buy