Sustainable Insight Capital Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,834
| Closed | -$539K | – | 119 |
|
|
2020
Q4 | $539K | Buy |
+8,834
| New | +$539K | 0.37% | 48 |
|
|
2020
Q1 | – | Sell |
-40,850
| Closed | -$2.57M | – | 69 |
|
|
2019
Q4 | $2.57M | Sell |
40,850
-5,600
| -12% | -$352K | 2.65% | 29 |
|
|
2019
Q3 | $2.97M | Sell |
46,450
-5,500
| -11% | -$352K | 3.4% | 24 |
|
|
2019
Q2 | $3.01M | Buy |
51,950
+21,250
| +69% | +$1.23M | 3.5% | 25 |
|
|
2019
Q1 | $1.71M | Buy |
30,700
+4,562
| +17% | +$253K | 2.2% | 23 |
|
|
2018
Q4 | $1.3M | Sell |
26,138
-39,508
| -60% | -$1.96M | 1.69% | 20 |
|
|
2018
Q3 | $3.22M | Sell |
65,646
-2,550
| -4% | -$125K | 2.1% | 17 |
|
|
2018
Q2 | $3.22M | Sell |
68,196
-152,904
| -69% | -$7.23M | 1.23% | 26 |
|
|
2018
Q1 | $10M | Sell |
221,100
-13,700
| -6% | -$620K | 3.97% | 9 |
|
|
2017
Q4 | $11.1M | Buy |
234,800
+221,900
| +1,720% | +$10.5M | 4.2% | 8 |
|
|
2017
Q3 | $598K | Buy |
+12,900
| New | +$598K | 0.27% | 34 |
|