WI
WBI Investments’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-53,719
| Closed | -$3.58M | – | 242 |
|
|
2024
Q4 | $3.58M | Buy |
53,719
+32,772
| +156% | +$2.18M | 0.89% | 18 |
|
|
2024
Q3 | $1.48M | Buy |
+20,947
| New | +$1.48M | 0.36% | 78 |
|
|
2016
Q1 | – | Sell |
-160,999
| Closed | -$5.81M | – | 141 |
|
|
2015
Q4 | $5.81M | Buy |
+160,999
| New | +$5.81M | 0.17% | 100 |
|