SPA
Sherbrooke Park Advisers’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
19,125
+15,944
| +501% | +$1.1M | 0.58% | 15 |
|
|
2025
Q1 | $239K | Buy |
+3,181
| New | +$239K | 0.11% | 375 |
|
|
2024
Q4 | – | Sell |
-12,095
| Closed | -$854K | – | 826 |
|
|
2024
Q3 | $854K | Buy |
+12,095
| New | +$854K | 0.2% | 114 |
|
|
2023
Q4 | – | Sell |
-21,594
| Closed | -$1.15M | – | 492 |
|
|
2023
Q3 | $1.15M | Buy |
21,594
+10,699
| +98% | +$568K | 0.36% | 79 |
|
|
2023
Q2 | $640K | Buy |
+10,895
| New | +$640K | 0.34% | 116 |
|