Summit Securities Group’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 | $13.9K | Buy |
+201
| New | +$13.9K | ﹤0.01% | 688 |
|
|
2023
Q3 | – | Sell |
-381
| Closed | -$22K | – | 474 |
|
|
2023
Q2 | $22K | Sell |
381
-192
| -34% | -$11.1K | ﹤0.01% | 482 |
|
|
2023
Q1 | $35K | Buy |
573
+279
| +95% | +$17K | ﹤0.01% | 375 |
|
|
2022
Q4 | $19K | Sell |
294
-5,401
| -95% | -$349K | ﹤0.01% | 685 |
|
|
2022
Q3 | $332K | Buy |
5,695
+5,089
| +840% | +$297K | 0.02% | 190 |
|
|
2022
Q2 | $41K | Buy |
606
+487
| +409% | +$32.9K | 0.01% | 424 |
|
|
2022
Q1 | $8K | Buy |
+119
| New | +$8K | ﹤0.01% | 634 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$3K | – | 332 |
|
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 334 |
|