Wedbush Securities’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 | $367K | Sell |
5,297
-7
| -0.1% | -$485 | 0.01% | 746 |
|
|
2025
Q1 | $398K | Buy |
5,304
+108
| +2% | +$8.1K | 0.01% | 682 |
|
|
2024
Q4 | $346K | Sell |
5,196
-81
| -2% | -$5.39K | 0.01% | 759 |
|
|
2024
Q3 | $373K | Buy |
5,277
+3
| +0.1% | +$212 | 0.01% | 721 |
|
|
2024
Q2 | $314K | Sell |
5,274
-673
| -11% | -$40.1K | 0.01% | 843 |
|
|
2024
Q1 | $359K | Buy |
5,947
+88
| +2% | +$5.31K | 0.01% | 782 |
|
|
2023
Q4 | $340K | Sell |
5,859
-163
| -3% | -$9.46K | 0.02% | 711 |
|
|
2023
Q3 | $320K | Sell |
6,022
-311
| -5% | -$16.5K | 0.02% | 697 |
|
|
2023
Q2 | $372K | Buy |
6,333
+168
| +3% | +$9.87K | 0.02% | 660 |
|
|
2023
Q1 | $378K | Buy |
6,165
+2
| +0% | +$123 | 0.02% | 644 |
|
|
2022
Q4 | $390K | Buy |
6,163
+1
| +0% | +$63 | 0.02% | 605 |
|
|
2022
Q3 | $359K | Buy |
6,162
+1
| +0% | +$58 | 0.02% | 642 |
|
|
2022
Q2 | $416K | Sell |
6,161
-16
| -0.3% | -$1.08K | 0.02% | 599 |
|
|
2022
Q1 | $432K | Buy |
+6,177
| New | +$432K | 0.02% | 649 |
|
|
2018
Q4 | – | Sell |
-5,913
| Closed | -$290K | – | 848 |
|
|
2018
Q3 | $290K | Sell |
5,913
-400
| -6% | -$19.6K | 0.03% | 592 |
|
|
2018
Q2 | $298K | Sell |
6,313
-2
| -0% | -$94 | 0.04% | 557 |
|
|
2018
Q1 | $286K | Buy |
6,315
+1,600
| +34% | +$72.5K | 0.04% | 546 |
|
|
2017
Q4 | $223K | Buy |
+4,715
| New | +$223K | 0.03% | 668 |
|