Wedge Capital Management’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 | $1.31M | Sell |
18,949
-5,341
| -22% | -$370K | 0.02% | 393 |
|
|
2025
Q1 | $1.82M | Sell |
24,290
-2,050
| -8% | -$154K | 0.04% | 334 |
|
|
2024
Q4 | $1.76M | Sell |
26,340
-4,220
| -14% | -$281K | 0.03% | 347 |
|
|
2024
Q3 | $2.16M | Sell |
30,560
-5,933
| -16% | -$419K | 0.04% | 314 |
|
|
2024
Q2 | $2.17M | Sell |
36,493
-35,603
| -49% | -$2.12M | 0.04% | 301 |
|
|
2024
Q1 | $4.35M | Sell |
72,096
-28,092
| -28% | -$1.7M | 0.07% | 251 |
|
|
2023
Q4 | $5.82M | Sell |
100,188
-743
| -0.7% | -$43.1K | 0.1% | 215 |
|
|
2023
Q3 | $5.36M | Sell |
100,931
-85,336
| -46% | -$4.53M | 0.11% | 213 |
|
|
2023
Q2 | $10.9M | Sell |
186,267
-97,512
| -34% | -$5.73M | 0.17% | 181 |
|
|
2023
Q1 | $17.4M | Sell |
283,779
-12,313
| -4% | -$756K | 0.29% | 119 |
|
|
2022
Q4 | $18.8M | Buy |
+296,092
| New | +$18.8M | 0.3% | 127 |
|