Cerity Partners’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 | $2.04M | Sell |
29,421
-5,260
| -15% | -$364K | ﹤0.01% | 1208 |
|
|
2025
Q1 | $2.6M | Buy |
34,681
+8,536
| +33% | +$641K | 0.01% | 996 |
|
|
2024
Q4 | $1.8M | Sell |
26,145
-421
| -2% | -$29K | ﹤0.01% | 1154 |
|
|
2024
Q3 | $1.88M | Buy |
26,566
+6,959
| +35% | +$492K | ﹤0.01% | 1117 |
|
|
2024
Q2 | $1.17M | Sell |
19,607
-1,957
| -9% | -$117K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $1.3M | Buy |
21,564
+13,438
| +165% | +$811K | ﹤0.01% | 1155 |
|
|
2023
Q4 | $472K | Buy |
8,126
+3,775
| +87% | +$219K | ﹤0.01% | 1287 |
|
|
2023
Q3 | $231K | Sell |
4,351
-5,600
| -56% | -$297K | ﹤0.01% | 1236 |
|
|
2023
Q2 | $584K | Sell |
9,951
-92
| -0.9% | -$5.4K | ﹤0.01% | 1118 |
|
|
2023
Q1 | $617K | Buy |
10,043
+1,433
| +17% | +$88K | ﹤0.01% | 1190 |
|
|
2022
Q4 | $546K | Sell |
8,610
-5,693
| -40% | -$361K | ﹤0.01% | 902 |
|
|
2022
Q3 | $834K | Buy |
14,303
+2,827
| +25% | +$165K | 0.01% | 555 |
|
|
2022
Q2 | $775K | Buy |
+11,476
| New | +$775K | 0.01% | 611 |
|
|
2018
Q2 | – | Sell |
-5,222
| Closed | -$237K | – | 544 |
|
|
2018
Q1 | $237K | Sell |
5,222
-380
| -7% | -$17.2K | 0.02% | 474 |
|
|
2017
Q4 | $265K | Buy |
5,602
+201
| +4% | +$9.51K | 0.02% | 474 |
|
|
2017
Q3 | $250K | Buy |
5,401
+3,524
| +188% | +$163K | 0.02% | 485 |
|
|
2017
Q2 | $235K | Sell |
1,877
-3,163
| -63% | -$396K | 0.02% | 320 |
|
|
2017
Q1 | $225K | Buy |
+5,040
| New | +$225K | 0.02% | 398 |
|