Tidal Investments’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.9M | Buy |
142,919
+33,146
| +30% | +$2.3M | 0.06% | 298 |
|
|
2025
Q1 | $8.25M | Sell |
109,773
-7,180
| -6% | -$539K | 0.07% | 289 |
|
|
2024
Q4 | $7.79M | Buy |
116,953
+97,173
| +491% | +$6.48M | 0.06% | 309 |
|
|
2024
Q3 | $1.4M | Buy |
19,780
+2,965
| +18% | +$209K | 0.01% | 809 |
|
|
2024
Q2 | $1M | Buy |
16,815
+209
| +1% | +$12.4K | 0.01% | 883 |
|
|
2024
Q1 | $1M | Buy |
16,606
+7,696
| +86% | +$464K | 0.02% | 853 |
|
|
2023
Q4 | $517K | Buy |
8,910
+3,337
| +60% | +$194K | 0.01% | 913 |
|
|
2023
Q3 | $296K | Buy |
5,573
+1,236
| +28% | +$65.6K | 0.01% | 1065 |
|
|
2023
Q2 | $255K | Buy |
4,337
+672
| +18% | +$39.5K | 0.01% | 1113 |
|
|
2023
Q1 | $225K | Buy |
+3,665
| New | +$225K | 0.01% | 1141 |
|
|
2022
Q3 | – | Sell |
-3,233
| Closed | -$218K | – | 1128 |
|
|
2022
Q2 | $218K | Sell |
3,233
-607
| -16% | -$40.9K | 0.01% | 965 |
|
|
2022
Q1 | $269K | Buy |
3,840
+372
| +11% | +$26.1K | 0.01% | 863 |
|
|
2021
Q4 | $226K | Buy |
+3,468
| New | +$226K | 0.01% | 861 |
|