B. Metzler seel. Sohn & Co’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 | $9.25M | Buy |
119,266
+5,012
| +4% | +$372K | 0.09% | 131 |
|
|
2025
Q4 | $8M | Buy |
114,254
+35,294
| +45% | +$2.57M | 0.07% | 144 |
|
|
2025
Q3 | $5.78M | Buy |
78,960
+5,341
| +7% | +$384K | 0.05% | 175 |
|
|
2025
Q2 | $5.1M | Sell |
73,619
-38,243
| -34% | -$2.72M | 0.05% | 185 |
|
|
2025
Q1 | $8.4M | Buy |
111,862
+60,756
| +119% | +$4.24M | 0.09% | 120 |
|
|
2024
Q4 | $3.41M | Sell |
51,106
-58,431
| -53% | -$4.02M | 0.04% | 234 |
|
|
2024
Q3 | $7.74M | Buy |
109,537
+18,360
| +20% | +$1.2M | 0.08% | 132 |
|
|
2024
Q2 | $5.43M | Buy |
91,177
+6,132
| +7% | +$371K | 0.05% | 167 |
|
|
2024
Q1 | $5.13M | Buy |
85,045
+19,803
| +30% | +$1.15M | 0.06% | 180 |
|
|
2023
Q4 | $3.79M | Buy |
65,242
+58,431
| +858% | +$3.26M | 0.05% | 221 |
|
|
2023
Q3 | $362K | Hold |
6,811
| – | – | 0.01% | 620 |
|
|
2023
Q2 | $400K | Buy |
6,811
+1,305
| +24% | +$78.7K | 0.01% | 606 |
|
|
2023
Q1 | $338K | Hold |
5,506
| – | – | 0.01% | 605 |
|
|
2022
Q4 | $349K | Hold |
5,506
| – | – | 0.01% | 609 |
|
|
2022
Q3 | $321K | Hold |
5,506
| – | – | 0.01% | 622 |
|
|
2022
Q2 | $372K | Hold |
5,506
| – | – | 0.01% | 608 |
|
|
2022
Q1 | $385K | Hold |
5,506
| – | – | 0.01% | 647 |
|
|
2021
Q4 | $358K | Buy |
5,506
+1,600
| +41% | +$98.2K | ﹤0.01% | 620 |
|
|
2021
Q3 | $233K | Sell |
3,906
-896
| -19% | -$55.9K | ﹤0.01% | 670 |
|
|
2021
Q2 | $284K | Sell |
4,802
-8,432
| -64% | -$524K | ﹤0.01% | 630 |
|
|
2021
Q1 | $810K | Hold |
13,234
| – | – | 0.01% | 459 |
|
|
2020
Q4 | $793K | Buy |
+13,234
| New | +$827K | 0.01% | 443 |
|
Other funds holding CMS
VCM
VPM
