Capital Investment Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Sell |
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|
2025
Q2 | $278K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $310K | Sell |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $294K | Sell |
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|
2020
Q4 | $306K | Sell |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $352K | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $416K | Sell |
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|
2019
Q2 | $391K | Sell |
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|
2019
Q1 | $392K | Sell |
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $417K | Sell |
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|
2018
Q2 | $416K | Sell |
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|
2018
Q1 | $400K | Sell |
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|
2017
Q4 | $424K | Buy |
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|
2017
Q3 | $407K | Buy |
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|
2017
Q2 | $334K | Sell |
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|
2017
Q1 | $330K | Buy |
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|
2016
Q4 | $307K | Sell |
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|
2016
Q3 | $345K | Sell |
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|
2016
Q2 | $441K | Sell |
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|
2016
Q1 | $881K | Buy |
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|
2015
Q4 | $482K | Buy |
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