Vident Advisory’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 | $937K | Buy |
13,530
+1,975
| +17% | +$137K | 0.01% | 768 |
|
|
2025
Q1 | $868K | Sell |
11,555
-5,102
| -31% | -$383K | 0.01% | 783 |
|
|
2024
Q4 | $1.11M | Buy |
16,657
+9,030
| +118% | +$602K | 0.02% | 606 |
|
|
2024
Q3 | $539K | Buy |
7,627
+2,163
| +40% | +$153K | 0.01% | 883 |
|
|
2024
Q2 | $325K | Buy |
5,464
+824
| +18% | +$49.1K | 0.01% | 1099 |
|
|
2024
Q1 | $280K | Sell |
4,640
-55
| -1% | -$3.32K | 0.01% | 1069 |
|
|
2023
Q4 | $273K | Sell |
4,695
-794
| -14% | -$46.1K | 0.01% | 1042 |
|
|
2023
Q3 | $292K | Buy |
+5,489
| New | +$292K | 0.01% | 923 |
|