Cambridge Investment Research Advisors’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 | $1.81M | Sell |
26,085
-2,054
| -7% | -$142K | 0.01% | 1503 |
|
|
2025
Q1 | $2.11M | Buy |
28,139
+2,080
| +8% | +$156K | 0.01% | 1297 |
|
|
2024
Q4 | $1.74M | Buy |
26,059
+5,629
| +28% | +$375K | 0.01% | 1463 |
|
|
2024
Q3 | $1.44M | Sell |
20,430
-886
| -4% | -$62.6K | ﹤0.01% | 1587 |
|
|
2024
Q2 | $1.27M | Buy |
21,316
+1,590
| +8% | +$94.7K | ﹤0.01% | 1601 |
|
|
2024
Q1 | $1.19M | Buy |
19,726
+493
| +3% | +$29.7K | ﹤0.01% | 1613 |
|
|
2023
Q4 | $1.12M | Sell |
19,233
-1,867
| -9% | -$108K | ﹤0.01% | 1578 |
|
|
2023
Q3 | $1.12M | Buy |
21,100
+991
| +5% | +$52.7K | 0.01% | 1496 |
|
|
2023
Q2 | $1.18M | Buy |
20,109
+63
| +0.3% | +$3.7K | 0.01% | 1496 |
|
|
2023
Q1 | $1.23M | Buy |
20,046
+838
| +4% | +$51.4K | 0.01% | 1438 |
|
|
2022
Q4 | $1.22M | Sell |
19,208
-844
| -4% | -$53.4K | 0.01% | 1379 |
|
|
2022
Q3 | $1.17M | Sell |
20,052
-351
| -2% | -$20.4K | 0.01% | 1368 |
|
|
2022
Q2 | $1.38M | Buy |
20,403
+624
| +3% | +$42.1K | 0.01% | 1246 |
|
|
2022
Q1 | $1.38M | Buy |
19,779
+294
| +2% | +$20.6K | 0.01% | 1365 |
|
|
2021
Q4 | $1.27M | Buy |
19,485
+3,044
| +19% | +$198K | 0.01% | 1427 |
|
|
2021
Q3 | $982K | Buy |
16,441
+457
| +3% | +$27.3K | ﹤0.01% | 1538 |
|
|
2021
Q2 | $944K | Buy |
15,984
+1,994
| +14% | +$118K | ﹤0.01% | 1569 |
|
|
2021
Q1 | $856K | Buy |
13,990
+807
| +6% | +$49.4K | ﹤0.01% | 1537 |
|
|
2020
Q4 | $804K | Sell |
13,183
-119
| -0.9% | -$7.26K | ﹤0.01% | 1454 |
|
|
2020
Q3 | $817K | Sell |
13,302
-645
| -5% | -$39.6K | 0.01% | 1301 |
|
|
2020
Q2 | $815K | Sell |
13,947
-324
| -2% | -$18.9K | 0.01% | 1254 |
|
|
2020
Q1 | $838K | Sell |
14,271
-38
| -0.3% | -$2.23K | 0.01% | 1067 |
|
|
2019
Q4 | $899K | Buy |
14,309
+1,094
| +8% | +$68.7K | 0.01% | 1213 |
|
|
2019
Q3 | $845K | Sell |
13,215
-700
| -5% | -$44.8K | 0.01% | 1169 |
|
|
2019
Q2 | $806K | Sell |
13,915
-4,197
| -23% | -$243K | 0.01% | 1140 |
|
|
2019
Q1 | $1.01M | Buy |
18,112
+330
| +2% | +$18.3K | 0.01% | 1034 |
|
|
2018
Q4 | $883K | Sell |
17,782
-2,096
| -11% | -$104K | 0.01% | 1003 |
|
|
2018
Q3 | $974K | Buy |
19,878
+1,356
| +7% | +$66.4K | 0.01% | 1043 |
|
|
2018
Q2 | $876K | Sell |
18,522
-978
| -5% | -$46.3K | 0.01% | 1053 |
|
|
2018
Q1 | $883K | Buy |
19,500
+4,876
| +33% | +$221K | 0.01% | 1003 |
|
|
2017
Q4 | $692K | Buy |
14,624
+1,891
| +15% | +$89.5K | 0.01% | 1112 |
|
|
2017
Q3 | $590K | Buy |
12,733
+1,728
| +16% | +$80.1K | 0.01% | 1153 |
|
|
2017
Q2 | $509K | Buy |
11,005
+1,561
| +17% | +$72.2K | 0.01% | 1188 |
|
|
2017
Q1 | $423K | Sell |
9,444
-971
| -9% | -$43.5K | 0.01% | 1160 |
|
|
2016
Q4 | $433K | Sell |
10,415
-2,286
| -18% | -$95K | 0.01% | 1082 |
|
|
2016
Q3 | $534K | Buy |
12,701
+370
| +3% | +$15.6K | 0.01% | 999 |
|
|
2016
Q2 | $565K | Buy |
12,331
+1,315
| +12% | +$60.3K | 0.01% | 878 |
|
|
2016
Q1 | $468K | Sell |
11,016
-220
| -2% | -$9.35K | 0.01% | 934 |
|
|
2015
Q4 | $405K | Sell |
11,236
-75
| -0.7% | -$2.7K | 0.01% | 966 |
|
|
2015
Q3 | $400K | Buy |
11,311
+2,276
| +25% | +$80.5K | 0.01% | 877 |
|
|
2015
Q2 | $288K | Sell |
9,035
-458
| -5% | -$14.6K | 0.01% | 1081 |
|
|
2015
Q1 | $331K | Sell |
9,493
-1,339
| -12% | -$46.7K | 0.01% | 1015 |
|
|
2014
Q4 | $376K | Buy |
+10,832
| New | +$376K | 0.01% | 910 |
|