Gradient Investments’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
Q3 | $307K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $102K | Buy |
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|
2024
Q1 | $6.55K | Sell |
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|
2023
Q4 | $65.9K | Sell |
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|
2023
Q3 | $71.9K | Sell |
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|
2023
Q2 | $89.5K | Buy |
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|
2023
Q1 | $78.3K | Sell |
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|
2022
Q4 | $97.2K | Sell |
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|
2022
Q3 | $99K | Buy |
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|
2022
Q2 | $108K | Sell |
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|
2022
Q1 | $155K | Sell |
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|
2021
Q4 | $13.5M | Buy |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $26K | Sell |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $38K | Buy |
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|
2019
Q3 | $28K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $24K | Hold |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $22K | Hold |
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|
2018
Q2 | $21K | Sell |
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|
2018
Q1 | $49K | Buy |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $39K | Buy |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $20K | Sell |
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|
2016
Q1 | $50K | Buy |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $15K | Sell |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $16K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $14K | Hold |
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|
2014
Q1 | $14K | Buy |
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|
2013
Q4 | $12K | Buy |
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