Cetera Investment Advisers’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 | $2.54M | Sell |
36,596
-145
| -0.4% | -$10K | ﹤0.01% | 1675 |
|
|
2025
Q1 | $2.76M | Buy |
36,741
+2,750
| +8% | +$207K | 0.01% | 1515 |
|
|
2024
Q4 | $2.27M | Buy |
33,991
+2,440
| +8% | +$163K | ﹤0.01% | 1563 |
|
|
2024
Q3 | $2.23M | Buy |
31,551
+3,701
| +13% | +$261K | ﹤0.01% | 1555 |
|
|
2024
Q2 | $1.66M | Buy |
27,850
+1,631
| +6% | +$97.1K | ﹤0.01% | 1715 |
|
|
2024
Q1 | $1.58M | Buy |
26,219
+20,056
| +325% | +$1.21M | ﹤0.01% | 1730 |
|
|
2023
Q4 | $358K | Buy |
6,163
+873
| +17% | +$50.7K | ﹤0.01% | 1680 |
|
|
2023
Q3 | $281K | Sell |
5,290
-418
| -7% | -$22.2K | ﹤0.01% | 1775 |
|
|
2023
Q2 | $335K | Buy |
5,708
+44
| +0.8% | +$2.59K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $348K | Sell |
5,664
-709
| -11% | -$43.5K | ﹤0.01% | 1620 |
|
|
2022
Q4 | $404K | Buy |
6,373
+2,869
| +82% | +$182K | ﹤0.01% | 1491 |
|
|
2022
Q3 | $204K | Buy |
3,504
+76
| +2% | +$4.43K | ﹤0.01% | 1494 |
|
|
2022
Q2 | $231K | Sell |
3,428
-311
| -8% | -$21K | ﹤0.01% | 1586 |
|
|
2022
Q1 | $262K | Buy |
+3,739
| New | +$262K | ﹤0.01% | 1554 |
|
|
2021
Q1 | – | Sell |
-3,442
| Closed | -$210K | – | 1608 |
|
|
2020
Q4 | $210K | Buy |
+3,442
| New | +$210K | ﹤0.01% | 1426 |
|