Cerity Partners’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 | $4.01M | Buy |
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|
2025
Q2 | $2.04M | Sell |
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|
2025
Q1 | $2.6M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $546K | Sell |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $775K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $237K | Sell |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $250K | Buy |
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|
2017
Q2 | $235K | Sell |
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|
2017
Q1 | $225K | Buy |
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