Commonwealth Equity Services’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 | $4.17M | Sell |
53,716
-3,006
| -5% | -$223K | 0.01% | 1465 |
|
|
2025
Q4 | $3.97M | Sell |
56,722
-36,601
| -39% | -$2.66M | 0.01% | 1493 |
|
|
2025
Q3 | $6.84M | Buy |
93,323
+1,846
| +2% | +$133K | 0.01% | 1131 |
|
|
2025
Q2 | $6.34M | Buy |
91,477
+730
| +0.8% | +$52K | 0.01% | 1161 |
|
|
2025
Q1 | $6.82M | Buy |
90,747
+14,187
| +19% | +$991K | 0.01% | 1081 |
|
|
2024
Q4 | $5.1M | Buy |
76,560
+392
| +0.5% | +$27K | 0.01% | 1225 |
|
|
2024
Q3 | $5.38M | Buy |
76,168
+2,663
| +4% | +$175K | 0.01% | 1176 |
|
|
2024
Q2 | $4.38M | Sell |
73,505
-29
| -0% | -$1.75K | 0.01% | 1270 |
|
|
2024
Q1 | $4.44M | Buy |
73,534
+301
| +0.4% | +$17.4K | 0.01% | 1247 |
|
|
2023
Q4 | $4.25M | Buy |
73,233
+4,173
| +6% | +$233K | 0.01% | 1203 |
|
|
2023
Q3 | $3.67M | Buy |
69,060
+1,998
| +3% | +$116K | 0.01% | 1210 |
|
|
2023
Q2 | $3.94M | Sell |
67,062
-4
| -0% | -$241 | 0.01% | 1180 |
|
|
2023
Q1 | $4.12K | Sell |
67,066
-11,670
| -15% | -$717K | 0.01% | 1109 |
|
|
2022
Q4 | $4.99M | Buy |
78,736
+2,855
| +4% | +$169K | 0.01% | 963 |
|
|
2022
Q3 | $4.42M | Buy |
75,881
+13,729
| +22% | +$923K | 0.01% | 951 |
|
|
2022
Q2 | $4.2M | Buy |
62,152
+2,716
| +5% | +$188K | 0.01% | 982 |
|
|
2022
Q1 | $4.16M | Buy |
59,436
+9,004
| +18% | +$584K | 0.01% | 1051 |
|
|
2021
Q4 | $3.28M | Buy |
50,432
+1,696
| +3% | +$104K | 0.01% | 1159 |
|
|
2021
Q3 | $2.91M | Buy |
48,736
+357
| +0.7% | +$22.3K | 0.01% | 1189 |
|
|
2021
Q2 | $2.86M | Buy |
48,379
+1,293
| +3% | +$80.4K | 0.01% | 1190 |
|
|
2021
Q1 | $2.88M | Sell |
47,086
-78
| -0.2% | -$4.48K | 0.01% | 1086 |
|
|
2020
Q4 | $2.88M | Buy |
47,164
+241
| +0.5% | +$15.1K | 0.01% | 1025 |
|
|
2020
Q3 | $2.88M | Sell |
46,923
-353
| -0.7% | -$21.6K | 0.01% | 905 |
|
|
2020
Q2 | $2.76M | Buy |
47,276
+182
| +0.4% | +$10.5K | 0.01% | 859 |
|
|
2020
Q1 | $2.77M | Sell |
47,094
-2,896
| -6% | -$185K | 0.01% | 748 |
|
|
2019
Q4 | $3.14M | Sell |
49,990
-1,619
| -3% | -$101K | 0.01% | 798 |
|
|
2019
Q3 | $3.3M | Buy |
51,609
+2,245
| +5% | +$136K | 0.01% | 729 |
|
|
2019
Q2 | $2.86M | Buy |
49,364
+286
| +0.6% | +$16.1K | 0.01% | 785 |
|
|
2019
Q1 | $2.73M | Sell |
49,078
-1,147
| -2% | -$60.5K | 0.01% | 779 |
|
|
2018
Q4 | $2.49M | Sell |
50,225
-3,260
| -6% | -$165K | 0.01% | 746 |
|
|
2018
Q3 | $2.62M | Sell |
53,485
-2,708
| -5% | -$132K | 0.01% | 803 |
|
|
2018
Q2 | $2.66M | Sell |
56,193
-21
| -0% | -$949 | 0.01% | 759 |
|
|
2018
Q1 | $2.54M | Buy |
56,214
+745
| +1% | +$32.7K | 0.01% | 739 |
|
|
2017
Q4 | $2.62M | Sell |
55,469
-1,139
| -2% | -$55.2K | 0.01% | 719 |
|
|
2017
Q3 | $2.62M | Sell |
56,608
-589
| -1% | -$27.8K | 0.02% | 670 |
|
|
2017
Q2 | $2.65M | Sell |
57,197
-1,522
| -3% | -$70.4K | 0.02% | 644 |
|
|
2017
Q1 | $2.63M | Buy |
58,719
+2,105
| +4% | +$91.2K | 0.02% | 629 |
|
|
2016
Q4 | $2.36M | Sell |
56,614
-1,468
| -3% | -$60K | 0.02% | 643 |
|
|
2016
Q3 | $2.44M | Buy |
58,082
+1,364
| +2% | +$59.6K | 0.02% | 598 |
|
|
2016
Q2 | $2.6M | Sell |
56,718
-822
| -1% | -$34.5K | 0.02% | 546 |
|
|
2016
Q1 | $2.44M | Buy |
57,540
+615
| +1% | +$24.1K | 0.02% | 554 |
|
|
2015
Q4 | $2.05M | Sell |
56,925
-509
| -0.9% | -$18.1K | 0.02% | 616 |
|
|
2015
Q3 | $2.03M | Buy |
57,434
+1,137
| +2% | +$38.4K | 0.02% | 585 |
|
|
2015
Q2 | $1.79M | Buy |
56,297
+1,163
| +2% | +$39.1K | 0.02% | 665 |
|
|
2015
Q1 | $1.93M | Buy |
55,134
+4,885
| +10% | +$173K | 0.02% | 611 |
|
|
2014
Q4 | $1.75M | Buy |
50,249
+7,990
| +19% | +$261K | 0.02% | 631 |
|
|
2014
Q3 | $1.25M | Buy |
42,259
+3,386
| +9% | +$101K | 0.02% | 750 |
|
|
2014
Q2 | $1.21M | Buy |
38,873
+809
| +2% | +$24.1K | 0.01% | 767 |
|
|
2014
Q1 | $1.11M | Buy |
38,064
+1,125
| +3% | +$31.2K | 0.02% | 753 |
|
|
2013
Q4 | $989K | Buy |
36,939
+195
| +0.5% | +$5.25K | 0.01% | 775 |
|
|
2013
Q3 | $967K | Sell |
36,744
-311
| -0.8% | -$8.45K | 0.02% | 745 |
|
|
2013
Q2 | $1.01M | Buy |
+37,055
| New | +$1.04M | 0.02% | 671 |
|
Other funds holding CMS
VCM
VPM
