AE Wealth Management’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 | $16M | Sell |
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|
2025
Q1 | $18.2M | Buy |
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|
2024
Q4 | $14.4M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $12.1M | Buy |
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|
2024
Q1 | $11.7M | Sell |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $14.2M | Sell |
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|
2023
Q2 | $16.6M | Sell |
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|
2023
Q1 | $17.4M | Buy |
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|
2022
Q4 | $12.4M | Buy |
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|
2022
Q3 | $8.27M | Buy |
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|
2022
Q2 | $6.55M | Buy |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $3.39M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.36M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $280K | Sell |
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|
2020
Q1 | $543K | Buy |
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|
2019
Q4 | $411K | Buy |
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