Center for Financial Planning’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 | $8.41K | Hold |
121
| – | – | ﹤0.01% | 477 |
|
|
2025
Q1 | $9.1K | Sell |
121
-7
| -5% | -$526 | ﹤0.01% | 480 |
|
|
2024
Q4 | $8.52K | Hold |
128
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $9.01K | Buy |
128
+35
| +38% | +$2.46K | ﹤0.01% | 410 |
|
|
2024
Q2 | $5.54K | Buy |
93
+66
| +244% | +$3.93K | ﹤0.01% | 451 |
|
|
2024
Q1 | $1.63K | Sell |
27
-200
| -88% | -$12.1K | ﹤0.01% | 536 |
|
|
2023
Q4 | $13.2K | Hold |
227
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $12.1K | Sell |
227
-436
| -66% | -$23.2K | ﹤0.01% | 341 |
|
|
2023
Q2 | $39K | Hold |
663
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $40.7K | Hold |
663
| – | – | 0.01% | 240 |
|
|
2022
Q4 | $42K | Hold |
663
| – | – | 0.01% | 233 |
|
|
2022
Q3 | $39K | Hold |
663
| – | – | 0.01% | 231 |
|
|
2022
Q2 | $45K | Buy |
663
+19
| +3% | +$1.29K | 0.01% | 227 |
|
|
2022
Q1 | $45K | Hold |
644
| – | – | 0.01% | 236 |
|
|
2021
Q4 | $42K | Hold |
644
| – | – | 0.01% | 247 |
|
|
2021
Q3 | $38K | Buy |
644
+8
| +1% | +$472 | 0.01% | 247 |
|
|
2021
Q2 | $38K | Hold |
636
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $39K | Hold |
636
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $39K | Hold |
636
| – | – | 0.01% | 220 |
|
|
2020
Q3 | $39K | Sell |
636
-61
| -9% | -$3.74K | 0.01% | 206 |
|
|
2020
Q2 | $41K | Hold |
697
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $41K | Hold |
697
| – | – | 0.01% | 185 |
|
|
2019
Q4 | $44K | Buy |
+697
| New | +$44K | 0.01% | 192 |
|