CAPTRUST Financial 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
Q2 | $3.45M | Buy |
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|
2025
Q1 | $3.32M | Buy |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.89M | Sell |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $2.54M | Sell |
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|
2023
Q4 | $4.27M | Sell |
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|
2023
Q3 | $4.06M | Buy |
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|
2023
Q2 | $4.38M | Sell |
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|
2023
Q1 | $4.79M | Buy |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | $4.9M | Buy |
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $2.81M | Sell |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $3.09M | Sell |
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|
2020
Q4 | $3.13M | Buy |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $3.21M | Sell |
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|
2020
Q1 | $3.18M | Sell |
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|
2019
Q4 | $3.92M | Buy |
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|
2019
Q3 | $160K | Buy |
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|
2019
Q2 | $117K | Buy |
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|
2019
Q1 | $108K | Buy |
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|
2018
Q4 | $76K | Hold |
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|
2018
Q3 | $75K | Hold |
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|
2018
Q2 | $73K | Buy |
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|
2018
Q1 | $39K | Hold |
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|
2017
Q4 | $41K | Hold |
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|
2017
Q3 | $38K | Buy |
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