Summit Global Investments’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 | $8.17M | Sell |
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|
2025
Q2 | $8.02M | Sell |
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|
2025
Q1 | $14.7M | Sell |
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|
2024
Q4 | $15.5M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.13M | Sell |
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|
2022
Q4 | $4.37M | Sell |
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|
2022
Q3 | $4.05M | Buy |
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|
2022
Q2 | $4.67M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $670K | Sell |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $582K | Buy |
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|
2017
Q1 | $540K | Buy |
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|
2016
Q4 | $459K | Buy |
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