AE Wealth 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 | $16M | Sell |
230,684
-12,135
| -5% | -$841K | 0.12% | 193 |
|
|
2025
Q1 | $18.2M | Buy |
242,819
+27,224
| +13% | +$2.04M | 0.15% | 164 |
|
|
2024
Q4 | $14.4M | Buy |
215,595
+12,752
| +6% | +$850K | 0.12% | 187 |
|
|
2024
Q3 | $14.3M | Buy |
202,843
+75
| +0% | +$5.3K | 0.13% | 173 |
|
|
2024
Q2 | $12.1M | Buy |
202,768
+9,562
| +5% | +$569K | 0.12% | 201 |
|
|
2024
Q1 | $11.7M | Sell |
193,206
-41,324
| -18% | -$2.49M | 0.13% | 199 |
|
|
2023
Q4 | $13.2M | Sell |
234,530
-32,765
| -12% | -$1.85M | 0.07% | 333 |
|
|
2023
Q3 | $14.2M | Sell |
267,295
-15,593
| -6% | -$828K | 0.08% | 286 |
|
|
2023
Q2 | $16.6M | Sell |
282,888
-485
| -0.2% | -$28.5K | 0.1% | 240 |
|
|
2023
Q1 | $17.4M | Buy |
283,373
+88,095
| +45% | +$5.41M | 0.11% | 222 |
|
|
2022
Q4 | $12.4M | Buy |
195,278
+53,297
| +38% | +$3.38M | 0.09% | 267 |
|
|
2022
Q3 | $8.27M | Buy |
141,981
+44,908
| +46% | +$2.62M | 0.07% | 319 |
|
|
2022
Q2 | $6.55M | Buy |
97,073
+33,426
| +53% | +$2.26M | 0.05% | 364 |
|
|
2022
Q1 | $4.45M | Buy |
63,647
+11,468
| +22% | +$802K | 0.03% | 475 |
|
|
2021
Q4 | $3.39M | Buy |
52,179
+5,197
| +11% | +$338K | 0.02% | 531 |
|
|
2021
Q3 | $2.81M | Buy |
46,982
+6,984
| +17% | +$417K | 0.02% | 530 |
|
|
2021
Q2 | $2.36M | Buy |
39,998
+15,781
| +65% | +$932K | 0.02% | 583 |
|
|
2021
Q1 | $1.48M | Buy |
24,217
+3,284
| +16% | +$201K | 0.02% | 653 |
|
|
2020
Q4 | $1.28M | Buy |
20,933
+15,928
| +318% | +$972K | 0.01% | 636 |
|
|
2020
Q3 | $307K | Buy |
5,005
+219
| +5% | +$13.4K | ﹤0.01% | 1026 |
|
|
2020
Q2 | $280K | Sell |
4,786
-4,457
| -48% | -$261K | ﹤0.01% | 1040 |
|
|
2020
Q1 | $543K | Buy |
9,243
+2,700
| +41% | +$159K | 0.01% | 651 |
|
|
2019
Q4 | $411K | Buy |
+6,543
| New | +$411K | 0.01% | 797 |
|