Summit Financial’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Sell |
12,383
-56
| -0.5% | -$3.88K | 0.02% | 444 |
|
|
2025
Q1 | $934K | Buy |
12,439
+4,257
| +52% | +$320K | 0.03% | 389 |
|
|
2024
Q4 | $545K | Buy |
8,182
+76
| +0.9% | +$5.07K | 0.02% | 432 |
|
|
2024
Q3 | $573K | Buy |
8,106
+30
| +0.4% | +$2.12K | 0.02% | 352 |
|
|
2024
Q2 | $481K | Buy |
8,076
+967
| +14% | +$57.6K | 0.02% | 331 |
|
|
2024
Q1 | $429K | Sell |
7,109
-75
| -1% | -$4.53K | 0.03% | 278 |
|
|
2023
Q4 | $417K | Sell |
7,184
-505
| -7% | -$29.3K | 0.03% | 265 |
|
|
2023
Q3 | $408K | Buy |
7,689
+147
| +2% | +$7.81K | 0.03% | 264 |
|
|
2023
Q2 | $443K | Buy |
+7,542
| New | +$443K | 0.03% | 241 |
|