Foster & Motley’s CMS Energy CMS Stock Holding History

Foster & Motley’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$640K	Sell
2025 Q2	$639K	Hold
2025 Q1	$693K	Hold
2024 Q4	$615K	Sell
2024 Q3	$655K	Sell
2024 Q2	$563K	Sell
2024 Q1	$578K	Buy
2023 Q4	$554K	Hold
2023 Q3	$507K	Sell
2023 Q2	$594K	Sell
2023 Q1	$654K	Sell
2022 Q4	$700K	Sell
2022 Q3	$666K	Sell
2022 Q2	$773K	Sell
2022 Q1	$810K	Sell
2021 Q4	$762K	Sell
2021 Q3	$702K	Sell
2021 Q2	$722K	Buy
2021 Q1	$720K	Sell
2020 Q4	$796K	Buy
2020 Q3	$781K	Sell
2020 Q2	$806K	Sell
2020 Q1	$1.01M	Sell
2019 Q4	$1.1M	Sell
2019 Q3	$1.19M	Sell
2019 Q2	$1.13M	Sell
2019 Q1	$1.11M	Sell
2018 Q4	$1.15M	Sell
2018 Q3	$1.14M	Sell
2018 Q2	$1.13M	Sell
2018 Q1	$1.11M	Sell
2017 Q4	$1.2M	Sell
2017 Q3	$1.21M	Sell
2017 Q2	$1.23M	Sell
2017 Q1	$1.23M	Sell
2016 Q4	$1.23M	Sell
2016 Q3	$1.32M	Sell
2016 Q2	$1.58M	Sell
2016 Q1	$1.6M	Sell
2015 Q4	$2.25M	Sell
2015 Q3	$2.48M	Sell
2015 Q2	$2.52M	Sell
2015 Q1	$2.91M	Sell
2014 Q4	$3.15M	Sell
2014 Q3	$2.77M	Sell
2014 Q2	$3.04M	Sell
2014 Q1	$3.17M	Sell
2013 Q4	$3.12M	Sell
2013 Q3	$3.61M	Sell
2013 Q2	$4.51M	Buy