Smartleaf Asset Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
10,880
-1,216
| -10% | -$83.9K | 0.07% | 302 |
|
|
2025
Q1 | $897K | Sell |
12,096
-330
| -3% | -$24.5K | 0.09% | 253 |
|
|
2024
Q4 | $828K | Buy |
12,426
+1,166
| +10% | +$77.7K | 0.08% | 252 |
|
|
2024
Q3 | $793K | Buy |
11,260
+833
| +8% | +$58.7K | 0.1% | 234 |
|
|
2024
Q2 | $625K | Buy |
10,427
+1,657
| +19% | +$99.4K | 0.1% | 224 |
|
|
2024
Q1 | $525K | Buy |
8,770
+1,779
| +25% | +$107K | 0.1% | 212 |
|
|
2023
Q4 | $405K | Buy |
+6,991
| New | +$405K | 0.11% | 192 |
|