Creative Planning’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
50,508
+8,390
| +20% | +$581K | ﹤0.01% | 943 |
|
|
2025
Q1 | $3.16M | Buy |
42,118
+1,275
| +3% | +$95.8K | ﹤0.01% | 907 |
|
|
2024
Q4 | $2.72M | Buy |
40,843
+7,582
| +23% | +$505K | ﹤0.01% | 948 |
|
|
2024
Q3 | $2.35M | Buy |
33,261
+524
| +2% | +$37K | ﹤0.01% | 979 |
|
|
2024
Q2 | $1.95M | Sell |
32,737
-820
| -2% | -$48.8K | ﹤0.01% | 995 |
|
|
2024
Q1 | $2.02M | Buy |
33,557
+3,878
| +13% | +$234K | ﹤0.01% | 949 |
|
|
2023
Q4 | $1.72M | Buy |
29,679
+1,646
| +6% | +$95.6K | ﹤0.01% | 968 |
|
|
2023
Q3 | $1.49M | Sell |
28,033
-3,992
| -12% | -$212K | ﹤0.01% | 981 |
|
|
2023
Q2 | $1.88M | Buy |
32,025
+4,669
| +17% | +$274K | ﹤0.01% | 842 |
|
|
2023
Q1 | $1.68M | Buy |
27,356
+4,201
| +18% | +$258K | ﹤0.01% | 850 |
|
|
2022
Q4 | $1.47M | Buy |
23,155
+5,062
| +28% | +$321K | ﹤0.01% | 854 |
|
|
2022
Q3 | $1.05M | Buy |
18,093
+199
| +1% | +$11.6K | ﹤0.01% | 941 |
|
|
2022
Q2 | $1.21M | Buy |
17,894
+3,234
| +22% | +$218K | ﹤0.01% | 893 |
|
|
2022
Q1 | $1.03M | Buy |
14,660
+210
| +1% | +$14.7K | ﹤0.01% | 964 |
|
|
2021
Q4 | $940K | Sell |
14,450
-1,741
| -11% | -$113K | ﹤0.01% | 986 |
|
|
2021
Q3 | $967K | Buy |
16,191
+2,486
| +18% | +$148K | ﹤0.01% | 969 |
|
|
2021
Q2 | $810K | Sell |
13,705
-869
| -6% | -$51.4K | ﹤0.01% | 1025 |
|
|
2021
Q1 | $892K | Buy |
14,574
+669
| +5% | +$40.9K | ﹤0.01% | 1075 |
|
|
2020
Q4 | $849K | Buy |
13,905
+416
| +3% | +$25.4K | ﹤0.01% | 1019 |
|
|
2020
Q3 | $828K | Buy |
13,489
+2,280
| +20% | +$140K | ﹤0.01% | 874 |
|
|
2020
Q2 | $655K | Sell |
11,209
-1,249
| -10% | -$73K | ﹤0.01% | 907 |
|
|
2020
Q1 | $732K | Sell |
12,458
-160
| -1% | -$9.4K | ﹤0.01% | 767 |
|
|
2019
Q4 | $793K | Sell |
12,618
-1,576
| -11% | -$99K | ﹤0.01% | 890 |
|
|
2019
Q3 | $908K | Sell |
14,194
-791
| -5% | -$50.6K | ﹤0.01% | 795 |
|
|
2019
Q2 | $868K | Buy |
14,985
+530
| +4% | +$30.7K | ﹤0.01% | 809 |
|
|
2019
Q1 | $803K | Buy |
14,455
+1,788
| +14% | +$99.3K | ﹤0.01% | 817 |
|
|
2018
Q4 | $629K | Buy |
12,667
+842
| +7% | +$41.8K | ﹤0.01% | 848 |
|
|
2018
Q3 | $579K | Buy |
11,825
+292
| +3% | +$14.3K | ﹤0.01% | 994 |
|
|
2018
Q2 | $545K | Sell |
11,533
-1,650
| -13% | -$78K | ﹤0.01% | 1018 |
|
|
2018
Q1 | $597K | Buy |
13,183
+1,231
| +10% | +$55.7K | ﹤0.01% | 984 |
|
|
2017
Q4 | $565K | Buy |
11,952
+2,701
| +29% | +$128K | ﹤0.01% | 995 |
|
|
2017
Q3 | $429K | Buy |
9,251
+1,166
| +14% | +$54.1K | ﹤0.01% | 1114 |
|
|
2017
Q2 | $374K | Buy |
8,085
+568
| +8% | +$26.3K | ﹤0.01% | 1157 |
|
|
2017
Q1 | $336K | Sell |
7,517
-61,638
| -89% | -$2.76M | ﹤0.01% | 1189 |
|
|
2016
Q4 | $2.88M | Buy |
69,155
+2,873
| +4% | +$120K | 0.02% | 308 |
|
|
2016
Q3 | $2.79M | Sell |
66,282
-3,018
| -4% | -$127K | 0.02% | 310 |
|
|
2016
Q2 | $3.18M | Buy |
69,300
+20,209
| +41% | +$927K | 0.02% | 240 |
|
|
2016
Q1 | $2.08M | Sell |
49,091
-1,331
| -3% | -$56.5K | 0.02% | 306 |
|
|
2015
Q4 | $1.82M | Sell |
50,422
-471
| -0.9% | -$17K | 0.02% | 333 |
|
|
2015
Q3 | $1.8M | Sell |
50,893
-4,723
| -8% | -$167K | 0.02% | 316 |
|
|
2015
Q2 | $1.77M | Sell |
55,616
-180
| -0.3% | -$5.73K | 0.02% | 323 |
|
|
2015
Q1 | $1.95M | Buy |
55,796
+455
| +0.8% | +$15.9K | 0.02% | 281 |
|
|
2014
Q4 | $1.92M | Buy |
55,341
+1,161
| +2% | +$40.3K | 0.02% | 285 |
|
|
2014
Q3 | $1.61M | Buy |
54,180
+1,016
| +2% | +$30.1K | 0.02% | 287 |
|
|
2014
Q2 | $1.66M | Buy |
53,164
+57
| +0.1% | +$1.78K | 0.02% | 266 |
|
|
2014
Q1 | $1.56M | Buy |
53,107
+387
| +0.7% | +$11.3K | 0.02% | 249 |
|
|
2013
Q4 | $1.41M | Sell |
52,720
-19
| -0% | -$509 | 0.02% | 243 |
|
|
2013
Q3 | $1.39M | Buy |
52,739
+453
| +0.9% | +$11.9K | 0.03% | 208 |
|
|
2013
Q2 | $1.42M | Buy |
+52,286
| New | +$1.42M | 0.03% | 183 |
|