CIBC Private Wealth Group’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
7,405
+158
| +2% | +$10.9K | ﹤0.01% | 830 |
|
|
2025
Q1 | $509K | Sell |
7,247
-42
| -0.6% | -$2.95K | ﹤0.01% | 804 |
|
|
2024
Q4 | $483K | Sell |
7,289
-66,247
| -90% | -$4.39M | ﹤0.01% | 869 |
|
|
2024
Q3 | $5.19M | Sell |
73,536
-121,108
| -62% | -$8.55M | 0.01% | 424 |
|
|
2024
Q2 | $11.4M | Buy |
194,644
+50,681
| +35% | +$2.97M | 0.02% | 309 |
|
|
2024
Q1 | $8.63M | Sell |
143,963
-74,170
| -34% | -$4.45M | 0.02% | 342 |
|
|
2023
Q4 | $12.7M | Sell |
218,133
-231,004
| -51% | -$13.4M | 0.03% | 295 |
|
|
2023
Q3 | $23.9M | Buy |
449,137
+44,007
| +11% | +$2.34M | 0.06% | 244 |
|
|
2023
Q2 | $23.8M | Buy |
405,130
+75,387
| +23% | +$4.43M | 0.05% | 254 |
|
|
2023
Q1 | $20.2M | Sell |
329,743
-4,977
| -1% | -$305K | 0.04% | 250 |
|
|
2022
Q4 | $21M | Buy |
334,720
+331,068
| +9,065% | +$20.7M | 0.07% | 176 |
|
|
2022
Q3 | $213K | Buy |
3,652
+19
| +0.5% | +$1.11K | ﹤0.01% | 855 |
|
|
2022
Q2 | $245K | Sell |
3,633
-71,128
| -95% | -$4.8M | ﹤0.01% | 838 |
|
|
2022
Q1 | $5.23M | Sell |
74,761
-159,912
| -68% | -$11.2M | 0.01% | 390 |
|
|
2021
Q4 | $15.3M | Sell |
234,673
-36,432
| -13% | -$2.37M | 0.03% | 291 |
|
|
2021
Q3 | $16.2M | Sell |
271,105
-59,052
| -18% | -$3.53M | 0.04% | 289 |
|
|
2021
Q2 | $19.5M | Sell |
330,157
-55,581
| -14% | -$3.28M | 0.04% | 257 |
|
|
2021
Q1 | $23.6M | Sell |
385,738
-22,727
| -6% | -$1.39M | 0.06% | 222 |
|
|
2020
Q4 | $24.9M | Buy |
408,465
+200,779
| +97% | +$12.2M | 0.07% | 204 |
|
|
2020
Q3 | $12.8M | Sell |
207,686
-58,388
| -22% | -$3.59M | 0.04% | 263 |
|
|
2020
Q2 | $15.5M | Buy |
266,074
+261,647
| +5,910% | +$15.3M | 0.08% | 176 |
|
|
2020
Q1 | $260K | Buy |
4,427
+600
| +16% | +$35.2K | ﹤0.01% | 743 |
|
|
2019
Q4 | $240K | Sell |
3,827
-414
| -10% | -$26K | ﹤0.01% | 842 |
|
|
2019
Q3 | $271K | Buy |
4,241
+16
| +0.4% | +$1.02K | ﹤0.01% | 801 |
|
|
2019
Q2 | $245K | Sell |
4,225
-97
| -2% | -$5.63K | ﹤0.01% | 856 |
|
|
2019
Q1 | $240K | Buy |
+4,322
| New | +$240K | ﹤0.01% | 863 |
|
|
2018
Q3 | – | Sell |
-201,462
| Closed | -$9.53M | – | 1094 |
|
|
2018
Q2 | $9.53M | Buy |
201,462
+200,004
| +13,718% | +$9.46M | 0.04% | 296 |
|
|
2018
Q1 | $66K | Buy |
1,458
+720
| +98% | +$32.6K | ﹤0.01% | 1094 |
|
|
2017
Q4 | $35K | Buy |
+738
| New | +$35K | ﹤0.01% | 1261 |
|