Cetera Investment Advisers’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 | $2.54M | Sell |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.23M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.58M | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $204K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $210K | Buy |
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