First Citizens Bank & Trust’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 | $5.98M | Buy |
86,324
+22,695
| +36% | +$1.57M | 0.11% | 104 |
|
|
2025
Q1 | $4.78M | Buy |
63,629
+4,693
| +8% | +$352K | 0.12% | 111 |
|
|
2024
Q4 | $3.93M | Sell |
58,936
-1,761
| -3% | -$117K | 0.07% | 121 |
|
|
2024
Q3 | $4.29M | Buy |
60,697
+883
| +1% | +$62.4K | 0.09% | 124 |
|
|
2024
Q2 | $3.56M | Buy |
59,814
+1,892
| +3% | +$113K | 0.07% | 127 |
|
|
2024
Q1 | $3.5M | Buy |
57,922
+9,340
| +19% | +$564K | 0.07% | 135 |
|
|
2023
Q4 | $2.82M | Sell |
48,582
-2,324
| -5% | -$135K | 0.05% | 137 |
|
|
2023
Q3 | $2.7M | Sell |
50,906
-320
| -0.6% | -$17K | 0.05% | 129 |
|
|
2023
Q2 | $3.01M | Buy |
51,226
+12,424
| +32% | +$730K | 0.06% | 127 |
|
|
2023
Q1 | $2.38M | Buy |
38,802
+8,598
| +28% | +$528K | 0.05% | 139 |
|
|
2022
Q4 | $1.91M | Buy |
30,204
+9,605
| +47% | +$608K | 0.06% | 140 |
|
|
2022
Q3 | $1.2M | Sell |
20,599
-5,327
| -21% | -$310K | 0.04% | 167 |
|
|
2022
Q2 | $1.75M | Buy |
+25,926
| New | +$1.75M | 0.06% | 126 |
|
|
2013
Q4 | – | Sell |
-27,838
| Closed | -$733K | – | 424 |
|
|
2013
Q3 | $733K | Sell |
27,838
-523
| -2% | -$13.8K | 0.03% | 543 |
|
|
2013
Q2 | $771K | Buy |
+28,361
| New | +$771K | 0.03% | 490 |
|