Vestmark Advisory Solutions’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 | $322K | Sell |
4,645
-1,101
| -19% | -$76.3K | ﹤0.01% | 691 |
|
|
2025
Q1 | $432K | Buy |
+5,746
| New | +$432K | 0.01% | 542 |
|
|
2024
Q4 | – | Sell |
-3,017
| Closed | -$213K | – | 577 |
|
|
2024
Q3 | $213K | Buy |
+3,017
| New | +$213K | 0.01% | 516 |
|
|
2023
Q3 | – | Sell |
-13,089
| Closed | -$769K | – | 496 |
|
|
2023
Q2 | $769K | Buy |
13,089
+292
| +2% | +$17.2K | 0.03% | 508 |
|
|
2023
Q1 | $785K | Buy |
12,797
+632
| +5% | +$38.8K | 0.03% | 491 |
|
|
2022
Q4 | $770K | Buy |
12,165
+248
| +2% | +$15.7K | 0.04% | 481 |
|
|
2022
Q3 | $694K | Sell |
11,917
-406
| -3% | -$23.6K | 0.04% | 467 |
|
|
2022
Q2 | $832K | Buy |
12,323
+423
| +4% | +$28.6K | 0.05% | 414 |
|
|
2022
Q1 | $832K | Buy |
+11,900
| New | +$832K | 0.05% | 401 |
|
|
2020
Q1 | – | Sell |
-83
| Closed | -$5K | – | 476 |
|
|
2019
Q4 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 245 |
|