Clearstead Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $175K | Sell |
2,257
-859
| -28% | -$63.8K | ﹤0.01% | 1010 |
|
|
2025
Q4 | $218K | Buy |
3,116
+483
| +18% | +$35.1K | ﹤0.01% | 917 |
|
|
2025
Q3 | $193K | Sell |
2,633
-99
| -4% | -$7.11K | ﹤0.01% | 891 |
|
|
2025
Q2 | $189K | Buy |
2,732
+221
| +9% | +$15.7K | ﹤0.01% | 911 |
|
|
2025
Q1 | $189K | Sell |
2,511
-68
| -3% | -$4.75K | ﹤0.01% | 853 |
|
|
2024
Q4 | $172K | Sell |
2,579
-46
| -2% | -$3.17K | ﹤0.01% | 899 |
|
|
2024
Q3 | $185K | Buy |
2,625
+71
| +3% | +$4.66K | ﹤0.01% | 879 |
|
|
2024
Q2 | $152K | Buy |
2,554
+462
| +22% | +$28K | ﹤0.01% | 898 |
|
|
2024
Q1 | $132K | Sell |
2,092
-46
| -2% | -$2.67K | 0.01% | 548 |
|
|
2023
Q4 | $124K | Sell |
2,138
-2,244
| -51% | -$125K | 0.01% | 547 |
|
|
2023
Q3 | $233K | Buy |
4,382
+2,065
| +89% | +$120K | 0.01% | 540 |
|
|
2023
Q2 | $136K | Buy |
2,317
+250
| +12% | +$15.1K | 0.01% | 503 |
|
|
2023
Q1 | $127K | Buy |
2,067
+1,050
| +103% | +$64.5K | 0.01% | 466 |
|
|
2022
Q4 | $64.4K | Sell |
1,017
-21
| -2% | -$1.24K | 0.01% | 584 |
|
|
2022
Q3 | $60K | Buy |
1,038
+81
| +8% | +$5.45K | 0.01% | 577 |
|
|
2022
Q2 | $65K | Hold |
957
| – | – | 0.01% | 569 |
|
|
2022
Q1 | $67K | Hold |
957
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $62K | Sell |
957
-60
| -6% | -$3.68K | ﹤0.01% | 618 |
|
|
2021
Q3 | $61K | Sell |
1,017
-107
| -10% | -$6.68K | ﹤0.01% | 579 |
|
|
2021
Q2 | $66K | Hold |
1,124
| – | – | 0.01% | 515 |
|
|
2021
Q1 | $69K | Hold |
1,124
| – | – | 0.01% | 496 |
|
|
2020
Q4 | $69K | Sell |
1,124
-166
| -13% | -$10.4K | 0.01% | 467 |
|
|
2020
Q3 | $79K | Buy |
1,290
+707
| +121% | +$43.3K | 0.01% | 400 |
|
|
2020
Q2 | $34K | Hold |
583
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $34K | Buy |
+583
| New | +$37.3K | 0.01% | 451 |
|
Other funds holding CMS
VCM
VPM
