Ameritas Investment Partners’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
$197K Hold
2,847
0.01% 1306
2025
Q1
$214K Sell
2,847
-179
-6% -$13.4K 0.01% 1226
2024
Q4
$202K Hold
3,026
0.01% 1318
2024
Q3
$214K Sell
3,026
-216
-7% -$15.3K 0.01% 1275
2024
Q2
$193K Hold
3,242
0.01% 1289
2024
Q1
$196K Hold
3,242
0.01% 1303
2023
Q4
$188K Sell
3,242
-262
-7% -$15.2K 0.01% 1301
2023
Q3
$186K Hold
3,504
0.01% 1229
2023
Q2
$206K Hold
3,504
0.01% 1115
2023
Q1
$215K Hold
3,504
0.01% 1051
2022
Q4
$216K Sell
3,504
-294
-8% -$18.1K 0.01% 1093
2022
Q3
$221K Hold
3,798
0.01% 1010
2022
Q2
$256K Hold
3,798
0.01% 942
2022
Q1
$266K Hold
3,798
0.01% 1025
2021
Q4
$247K Sell
3,798
-368
-9% -$23.9K 0.01% 1101
2021
Q3
$249K Hold
4,166
0.01% 1060
2021
Q2
$246K Hold
4,166
0.01% 1091
2021
Q1
$255K Hold
4,166
0.01% 1057
2020
Q4
$254K Sell
4,166
-326
-7% -$19.9K 0.01% 1005
2020
Q3
$276K Hold
4,492
0.01% 892
2020
Q2
$262K Sell
4,492
-244
-5% -$14.2K 0.01% 902
2020
Q1
$278K Hold
4,736
0.02% 807
2019
Q4
$298K Sell
4,736
-263
-5% -$16.5K 0.01% 889
2019
Q3
$320K Hold
4,999
0.01% 859
2019
Q2
$289K Hold
4,999
0.01% 886
2019
Q1
$278K Hold
4,999
0.01% 889
2018
Q4
$248K Sell
4,999
-377
-7% -$18.7K 0.01% 875
2018
Q3
$263K Hold
5,376
0.01% 938
2018
Q2
$254K Sell
5,376
-456
-8% -$21.5K 0.01% 946
2018
Q1
$264K Sell
5,832
-493
-8% -$22.3K 0.01% 945
2017
Q4
$299K Hold
6,325
0.01% 884
2017
Q3
$307K Hold
6,325
0.01% 878
2017
Q2
$293K Sell
6,325
-345
-5% -$16K 0.01% 888
2017
Q1
$298K Hold
6,670
0.01% 884
2016
Q4
$278K Hold
6,670
0.01% 897
2016
Q3
$280K Buy
6,670
+1,275
+24% +$53.5K 0.02% 881
2016
Q2
$247K Hold
5,395
0.02% 875
2016
Q1
$229K Buy
+5,395
New +$229K 0.02% 897