Advisornet Financial’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01K | Buy |
13
+6
| +86% | +$445 | ﹤0.01% | 2008 |
|
|
2025
Q4 | $490 | Hold |
7
| – | – | ﹤0.01% | 2093 |
|
|
2025
Q3 | $513 | Hold |
7
| – | – | ﹤0.01% | 2074 |
|
|
2025
Q2 | $485 | Sell |
7
-400
| -98% | -$28.5K | ﹤0.01% | 2061 |
|
|
2025
Q1 | $30.6K | Sell |
407
-1
| -0.2% | -$70 | ﹤0.01% | 1073 |
|
|
2024
Q4 | $27.2K | Sell |
408
-56
| -12% | -$3.85K | ﹤0.01% | 1049 |
|
|
2024
Q3 | $32.8K | Buy |
464
+8
| +2% | +$525 | ﹤0.01% | 1039 |
|
|
2024
Q2 | $27.1K | Buy |
456
+15
| +3% | +$908 | ﹤0.01% | 1005 |
|
|
2024
Q1 | $26.6K | Buy |
441
+1
| +0.2% | +$58 | ﹤0.01% | 996 |
|
|
2023
Q4 | $25.6K | Buy |
440
+23
| +6% | +$1.28K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $22.1K | Sell |
417
-215
| -34% | -$12.5K | ﹤0.01% | 1000 |
|
|
2023
Q2 | $37.1K | Buy |
632
+13
| +2% | +$784 | ﹤0.01% | 897 |
|
|
2023
Q1 | $38K | Sell |
619
-2
| -0.3% | -$123 | ﹤0.01% | 870 |
|
|
2022
Q4 | $39.3K | Sell |
621
-290
| -32% | -$17.1K | ﹤0.01% | 858 |
|
|
2022
Q3 | $53K | Buy |
911
+25
| +3% | +$1.68K | 0.01% | 832 |
|
|
2022
Q2 | $60K | Buy |
886
+291
| +49% | +$20.1K | 0.01% | 812 |
|
|
2022
Q1 | $42K | Buy |
595
+15
| +3% | +$973 | ﹤0.01% | 1021 |
|
|
2021
Q4 | $38K | Buy |
580
+20
| +4% | +$1.23K | ﹤0.01% | 1097 |
|
|
2021
Q3 | $33K | Buy |
560
+160
| +40% | +$9.98K | ﹤0.01% | 1115 |
|
|
2021
Q2 | $24K | Hold |
400
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q1 | $24K | Hold |
400
| – | – | ﹤0.01% | 1142 |
|
|
2020
Q4 | $24K | Hold |
400
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q3 | $25K | Sell |
400
-200
| -33% | -$12.2K | ﹤0.01% | 1037 |
|
|
2020
Q2 | $35K | Buy |
600
+100
| +20% | +$5.79K | ﹤0.01% | 950 |
|
|
2020
Q1 | $29K | Sell |
500
-56
| -10% | -$3.58K | ﹤0.01% | 956 |
|
|
2019
Q4 | $35K | Sell |
556
-670
| -55% | -$41.8K | ﹤0.01% | 1007 |
|
|
2019
Q3 | $78K | Sell |
1,226
-623
| -34% | -$37.8K | 0.01% | 747 |
|
|
2019
Q2 | $107K | Buy |
1,849
+85
| +5% | +$4.77K | 0.01% | 590 |
|
|
2019
Q1 | $98K | Hold |
1,764
| – | – | 0.01% | 560 |
|
|
2018
Q4 | $88K | Buy |
1,764
+180
| +11% | +$9.09K | 0.01% | 549 |
|
|
2018
Q3 | $78K | Buy |
1,584
+702
| +80% | +$34.2K | 0.01% | 605 |
|
|
2018
Q2 | $42K | Buy |
882
+682
| +341% | +$30.8K | 0.01% | 752 |
|
|
2018
Q1 | $9K | Buy |
+200
| New | +$8.77K | ﹤0.01% | 1115 |
|
Other funds holding CMS
VCM
VPM
