Deseret Mutual Benefit Administrators’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 | $28.1K | Hold |
405
| – | – | 0.01% | 393 |
|
|
2025
Q1 | $30.4K | Hold |
405
| – | – | 0.02% | 373 |
|
|
2024
Q4 | $27K | Hold |
405
| – | – | 0.01% | 395 |
|
|
2024
Q3 | $28.6K | Hold |
405
| – | – | 0.01% | 376 |
|
|
2024
Q2 | $24.1K | Hold |
405
| – | – | 0.01% | 402 |
|
|
2024
Q1 | $24.4K | Hold |
405
| – | – | 0.01% | 411 |
|
|
2023
Q4 | $23.5K | Sell |
405
-126
| -24% | -$7.32K | 0.01% | 393 |
|
|
2023
Q3 | $28.2K | Hold |
531
| – | – | 0.01% | 395 |
|
|
2023
Q2 | $31.2K | Hold |
531
| – | – | 0.01% | 391 |
|
|
2023
Q1 | $32.6K | Hold |
531
| – | – | 0.01% | 372 |
|
|
2022
Q4 | $33.6K | Sell |
531
-442
| -45% | -$28K | 0.01% | 361 |
|
|
2022
Q3 | $57K | Sell |
973
-237
| -20% | -$13.9K | 0.02% | 368 |
|
|
2022
Q2 | $82K | Hold |
1,210
| – | – | 0.02% | 353 |
|
|
2022
Q1 | $85K | Sell |
1,210
-240
| -17% | -$16.9K | 0.02% | 370 |
|
|
2021
Q4 | $94K | Hold |
1,450
| – | – | 0.02% | 377 |
|
|
2021
Q3 | $87K | Hold |
1,450
| – | – | 0.02% | 376 |
|
|
2021
Q2 | $86K | Buy |
+1,450
| New | +$86K | 0.02% | 408 |
|