Charles Schwab’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 | $142M | Buy |
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|
2025
Q2 | $133M | Buy |
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|
2025
Q1 | $143M | Buy |
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|
2024
Q4 | $125M | Buy |
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|
2024
Q3 | $129M | Buy |
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|
2024
Q2 | $107M | Buy |
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|
2024
Q1 | $105M | Buy |
|
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|
2023
Q4 | $97.6M | Buy |
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|
2023
Q3 | $87.1M | Buy |
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|
2023
Q2 | $94.8M | Buy |
|
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|
2023
Q1 | $98.4M | Buy |
|
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|
2022
Q4 | $100M | Buy |
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|
2022
Q3 | $89.8M | Buy |
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|
2022
Q2 | $101M | Buy |
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|
2022
Q1 | $104M | Buy |
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|
2021
Q4 | $93.5M | Buy |
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|
2021
Q3 | $83.1M | Buy |
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|
2021
Q2 | $80.5M | Buy |
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|
2021
Q1 | $80.9M | Buy |
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|
2020
Q4 | $77.5M | Buy |
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|
2020
Q3 | $77.2M | Sell |
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|
2020
Q2 | $76.5M | Buy |
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|
2020
Q1 | $76.6M | Buy |
|
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|
2019
Q4 | $81M | Buy |
|
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|
2019
Q3 | $81M | Buy |
|
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|
2019
Q2 | $73.1M | Buy |
|
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|
2019
Q1 | $68.3M | Buy |
|
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|
2018
Q4 | $60.8M | Buy |
|
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|
2018
Q3 | $55.9M | Buy |
|
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|
2018
Q2 | $51.5M | Buy |
|
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|
2018
Q1 | $48.5M | Buy |
|
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|
2017
Q4 | $49.5M | Buy |
|
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|
2017
Q3 | $47.1M | Buy |
|
|||||
|
2017
Q2 | $43.9M | Buy |
|
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|
2017
Q1 | $40M | Buy |
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|
2016
Q4 | $35.1M | Buy |
|
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|
2016
Q3 | $34.4M | Sell |
|
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|
2016
Q2 | $49M | Buy |
|
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|
2016
Q1 | $43.9M | Buy |
|
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|
2015
Q4 | $36M | Buy |
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|
2015
Q3 | $33.6M | Buy |
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|
2015
Q2 | $29.4M | Buy |
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|
2015
Q1 | $31.3M | Buy |
|
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|
2014
Q4 | $29.1M | Buy |
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|
2014
Q3 | $23.8M | Buy |
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|
2014
Q2 | $23.9M | Buy |
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|
2014
Q1 | $21.6M | Buy |
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|
2013
Q4 | $17.3M | Buy |
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|
2013
Q3 | $16.3M | Buy |
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|
2013
Q2 | $15.4M | Buy |
|