EF
Empirical Finance’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $719K | Buy |
10,385
+69
| +0.7% | +$4.78K | 0.04% | 369 |
|
|
2025
Q1 | $775K | Buy |
10,316
+385
| +4% | +$28.9K | 0.05% | 324 |
|
|
2024
Q4 | $662K | Sell |
9,931
-117
| -1% | -$7.8K | 0.04% | 348 |
|
|
2024
Q3 | $710K | Buy |
10,048
+217
| +2% | +$15.3K | 0.04% | 342 |
|
|
2024
Q2 | $585K | Sell |
9,831
-657
| -6% | -$39.1K | 0.04% | 369 |
|
|
2024
Q1 | $633K | Buy |
10,488
+354
| +3% | +$21.4K | 0.04% | 369 |
|
|
2023
Q4 | $588K | Buy |
10,134
+77
| +0.8% | +$4.47K | 0.04% | 365 |
|
|
2023
Q3 | $534K | Buy |
10,057
+973
| +11% | +$51.7K | 0.04% | 363 |
|
|
2023
Q2 | $534K | Buy |
9,084
+1,078
| +13% | +$63.3K | 0.04% | 346 |
|
|
2023
Q1 | $491K | Buy |
8,006
+405
| +5% | +$24.9K | 0.05% | 357 |
|
|
2022
Q4 | $481K | Buy |
7,601
+581
| +8% | +$36.8K | 0.05% | 336 |
|
|
2022
Q3 | $409K | Buy |
7,020
+1,156
| +20% | +$67.4K | 0.05% | 328 |
|
|
2022
Q2 | $396K | Buy |
5,864
+318
| +6% | +$21.5K | 0.05% | 331 |
|
|
2022
Q1 | $388K | Buy |
5,546
+622
| +13% | +$43.5K | 0.04% | 365 |
|
|
2021
Q4 | $320K | Buy |
4,924
+1,336
| +37% | +$86.8K | 0.04% | 396 |
|
|
2021
Q3 | $214K | Buy |
+3,588
| New | +$214K | 0.03% | 406 |
|
|
2017
Q1 | – | Sell |
-118
| Closed | -$5K | – | 179 |
|
|
2016
Q4 | $5K | Buy |
+118
| New | +$5K | ﹤0.01% | 522 |
|