WhitTier Trust Company’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2024
Q3 | $206K | Sell |
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|
2024
Q2 | $175K | Sell |
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|
2024
Q1 | $179K | Buy |
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|
2023
Q4 | $169K | Buy |
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|
2023
Q3 | $148K | Buy |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q4 | $158K | Buy |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $148K | Buy |
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|
2021
Q4 | $102K | Buy |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $9K | Buy |
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