Baird Financial Group’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 | $1.55M | Sell |
22,373
-6,530
| -23% | -$452K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $2.17M | Buy |
28,903
+278
| +1% | +$20.9K | ﹤0.01% | 943 |
|
|
2024
Q4 | $1.91M | Buy |
28,625
+124
| +0.4% | +$8.27K | ﹤0.01% | 989 |
|
|
2024
Q3 | $2.01M | Sell |
28,501
-2,937
| -9% | -$207K | ﹤0.01% | 962 |
|
|
2024
Q2 | $1.87M | Buy |
31,438
+707
| +2% | +$42.1K | ﹤0.01% | 980 |
|
|
2024
Q1 | $1.85M | Buy |
30,731
+3,115
| +11% | +$188K | ﹤0.01% | 974 |
|
|
2023
Q4 | $1.6M | Buy |
27,616
+1,420
| +5% | +$82.5K | ﹤0.01% | 995 |
|
|
2023
Q3 | $1.39M | Buy |
26,196
+935
| +4% | +$49.7K | ﹤0.01% | 1020 |
|
|
2023
Q2 | $1.48M | Sell |
25,261
-5,987
| -19% | -$352K | ﹤0.01% | 996 |
|
|
2023
Q1 | $1.92M | Buy |
31,248
+1,241
| +4% | +$76.2K | ﹤0.01% | 894 |
|
|
2022
Q4 | $1.9M | Sell |
30,007
-33
| -0.1% | -$2.09K | 0.01% | 890 |
|
|
2022
Q3 | $1.75M | Sell |
30,040
-305
| -1% | -$17.8K | 0.01% | 880 |
|
|
2022
Q2 | $2.05M | Sell |
30,345
-242
| -0.8% | -$16.3K | 0.01% | 840 |
|
|
2022
Q1 | $2.14M | Sell |
30,587
-1,735
| -5% | -$121K | 0.01% | 880 |
|
|
2021
Q4 | $2.1M | Sell |
32,322
-2,250
| -7% | -$146K | ﹤0.01% | 919 |
|
|
2021
Q3 | $2.07M | Buy |
34,572
+2,545
| +8% | +$152K | 0.01% | 935 |
|
|
2021
Q2 | $1.89M | Sell |
32,027
-2,287
| -7% | -$135K | ﹤0.01% | 954 |
|
|
2021
Q1 | $2.1M | Buy |
34,314
+165
| +0.5% | +$10.1K | 0.01% | 873 |
|
|
2020
Q4 | $2.08M | Sell |
34,149
-2,282
| -6% | -$139K | 0.01% | 792 |
|
|
2020
Q3 | $2.24M | Sell |
36,431
-2,796
| -7% | -$172K | 0.01% | 713 |
|
|
2020
Q2 | $2.29M | Buy |
39,227
+1,124
| +3% | +$65.6K | 0.01% | 688 |
|
|
2020
Q1 | $2.24M | Buy |
38,103
+103
| +0.3% | +$6.05K | 0.01% | 652 |
|
|
2019
Q4 | $2.39M | Sell |
38,000
-1,569
| -4% | -$98.6K | 0.01% | 719 |
|
|
2019
Q3 | $2.53M | Buy |
39,569
+4,197
| +12% | +$268K | 0.01% | 704 |
|
|
2019
Q2 | $2.05M | Buy |
35,372
+24,859
| +236% | +$1.44M | 0.01% | 774 |
|
|
2019
Q1 | $584K | Buy |
10,513
+115
| +1% | +$6.39K | ﹤0.01% | 984 |
|
|
2018
Q4 | $516K | Sell |
10,398
-539
| -5% | -$26.7K | ﹤0.01% | 979 |
|
|
2018
Q3 | $535K | Buy |
10,937
+296
| +3% | +$14.5K | ﹤0.01% | 1027 |
|
|
2018
Q2 | $503K | Buy |
+10,641
| New | +$503K | ﹤0.01% | 1011 |
|
|
2017
Q1 | – | Sell |
-63,548
| Closed | -$2.65M | – | 1214 |
|
|
2016
Q4 | $2.65M | Sell |
63,548
-36,437
| -36% | -$1.52M | 0.02% | 509 |
|
|
2016
Q3 | $4.2M | Sell |
99,985
-580
| -0.6% | -$24.4K | 0.04% | 406 |
|
|
2016
Q2 | $4.61M | Sell |
100,565
-5,273
| -5% | -$242K | 0.04% | 374 |
|
|
2016
Q1 | $4.49M | Buy |
105,838
+1,864
| +2% | +$79.1K | 0.04% | 372 |
|
|
2015
Q4 | $3.75M | Buy |
103,974
+11,441
| +12% | +$413K | 0.04% | 401 |
|
|
2015
Q3 | $3.27M | Buy |
92,533
+83,895
| +971% | +$2.96M | 0.03% | 413 |
|
|
2015
Q2 | $275K | Buy |
+8,638
| New | +$275K | ﹤0.01% | 1139 |
|