CGPCS
Capital Group Private Client Services’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Sell |
292,226
-5,105
| -2% | -$354K | 0.18% | 115 |
|
|
2025
Q1 | $22.3M | Sell |
297,331
-9,651
| -3% | -$725K | 0.22% | 102 |
|
|
2024
Q4 | $20.5M | Buy |
306,982
+903
| +0.3% | +$60.2K | 0.19% | 113 |
|
|
2024
Q3 | $21.6M | Sell |
306,079
-5,208
| -2% | -$368K | 0.21% | 114 |
|
|
2024
Q2 | $18.5M | Sell |
311,287
-12,202
| -4% | -$726K | 0.19% | 118 |
|
|
2024
Q1 | $19.5M | Buy |
323,489
+35,847
| +12% | +$2.16M | 0.2% | 113 |
|
|
2023
Q4 | $16.7M | Buy |
287,642
+251,102
| +687% | +$14.6M | 0.17% | 118 |
|
|
2023
Q3 | $1.94M | Sell |
36,540
-43,128
| -54% | -$2.29M | 0.02% | 185 |
|
|
2023
Q2 | $4.68M | Sell |
79,668
-1,728
| -2% | -$102K | 0.06% | 148 |
|
|
2023
Q1 | $5M | Buy |
81,396
+1,267
| +2% | +$77.8K | 0.06% | 148 |
|
|
2022
Q4 | $5.07M | Buy |
80,129
+1,944
| +2% | +$123K | 0.06% | 153 |
|
|
2022
Q3 | $4.55M | Buy |
78,185
+540
| +0.7% | +$31.4K | 0.06% | 155 |
|
|
2022
Q2 | $5.24M | Buy |
77,645
+89
| +0.1% | +$6.01K | 0.07% | 155 |
|
|
2022
Q1 | $5.42M | Buy |
77,556
+2,590
| +3% | +$181K | 0.06% | 158 |
|
|
2021
Q4 | $4.88M | Sell |
74,966
-2,266
| -3% | -$147K | 0.05% | 149 |
|
|
2021
Q3 | $4.61M | Buy |
+77,232
| New | +$4.61M | 0.05% | 148 |
|