Summit Trail Advisors’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 | $577K | Buy |
+8,334
| New | +$577K | 0.01% | 680 |
|
|
2024
Q4 | – | Sell |
-6,551
| Closed | -$463K | – | 470 |
|
|
2024
Q3 | $463K | Buy |
6,551
+2,976
| +83% | +$210K | 0.01% | 413 |
|
|
2024
Q2 | $213K | Buy |
+3,575
| New | +$213K | 0.01% | 578 |
|
|
2018
Q1 | – | Sell |
-1,167
| Closed | -$52K | – | 673 |
|
|
2017
Q4 | $52K | Buy |
+1,167
| New | +$52K | 0.01% | 804 |
|