Venture Visionary Partners’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 | $2.02M | Buy |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $231K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $217K | Buy |
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