Yaupon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-334,807
| Closed | -$23.6M | – | 96 |
|
|
2024
Q3 | $23.6M | Sell |
334,807
-123,706
| -27% | -$8.74M | 1.28% | 26 |
|
|
2024
Q2 | $27.3M | Buy |
458,513
+148,400
| +48% | +$8.83M | 1.38% | 12 |
|
|
2024
Q1 | $18.7M | Sell |
310,113
-59,053
| -16% | -$3.56M | 0.94% | 23 |
|
|
2023
Q4 | $21.4M | Buy |
369,166
+93,002
| +34% | +$5.4M | 1.78% | 12 |
|
|
2023
Q3 | $14.7M | Buy |
+276,164
| New | +$14.7M | 1.36% | 21 |
|