Fiduciary Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $604K | Hold |
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|
2024
Q1 | $613K | Hold |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $540K | Hold |
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|
2023
Q2 | $598K | Buy |
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|
2023
Q1 | $622K | Sell |
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|
2022
Q4 | $642K | Buy |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $628K | Hold |
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|
2021
Q3 | $577K | Hold |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $577K | Sell |
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|
2020
Q4 | $577K | Hold |
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|
2020
Q3 | $581K | Sell |
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|
2020
Q2 | $554K | Sell |
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|
2020
Q1 | $558K | Hold |
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|
2019
Q4 | $596K | Hold |
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|
2019
Q3 | $607K | Hold |
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|
2019
Q2 | $550K | Hold |
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|
2019
Q1 | $527K | Buy |
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|
2018
Q4 | $470K | Sell |
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|
2018
Q3 | $465K | Buy |
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|
2018
Q2 | $448K | Sell |
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|
2018
Q1 | $435K | Sell |
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|
2017
Q4 | $455K | Hold |
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|
2017
Q3 | $446K | Sell |
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|
2017
Q2 | $445K | Hold |
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|
2017
Q1 | $431K | Buy |
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|
2016
Q4 | $400K | Buy |
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|
2016
Q3 | $403K | Hold |
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|
2016
Q2 | $441K | Buy |
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|
2016
Q1 | $405K | Buy |
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|
2015
Q4 | $343K | Buy |
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|
2015
Q3 | $336K | Buy |
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|
2015
Q2 | $302K | Hold |
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|
2015
Q1 | $332K | Hold |
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|
2014
Q4 | $330K | Hold |
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|
2014
Q3 | $282K | Hold |
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|
2014
Q2 | $296K | Hold |
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|
2014
Q1 | $278K | Hold |
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|
2013
Q4 | $254K | Hold |
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|
2013
Q3 | $250K | Hold |
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|
2013
Q2 | $258K | Buy |
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