Stephens Consulting’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 | $302K | Sell |
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|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $290K | Buy |
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|
2024
Q2 | $224K | Buy |
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|
2024
Q1 | $226K | Hold |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $261K | Buy |
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