HighTower Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Buy |
100,934
+14,011
| +16% | +$971K | 0.01% | 957 |
|
|
2025
Q1 | $6.53M | Sell |
86,923
-7,109
| -8% | -$534K | 0.01% | 938 |
|
|
2024
Q4 | $6.27M | Buy |
94,032
+2,445
| +3% | +$163K | 0.01% | 952 |
|
|
2024
Q3 | $6.47M | Sell |
91,587
-1,452
| -2% | -$103K | 0.01% | 932 |
|
|
2024
Q2 | $5.54M | Buy |
93,039
+4,456
| +5% | +$266K | 0.01% | 964 |
|
|
2024
Q1 | $5.35M | Buy |
88,583
+1,720
| +2% | +$104K | 0.01% | 936 |
|
|
2023
Q4 | $5.05M | Buy |
86,863
+11,380
| +15% | +$662K | 0.01% | 962 |
|
|
2023
Q3 | $4.02M | Sell |
75,483
-684
| -0.9% | -$36.4K | 0.01% | 1020 |
|
|
2023
Q2 | $4.48M | Buy |
76,167
+3,525
| +5% | +$207K | 0.01% | 956 |
|
|
2023
Q1 | $4.45M | Sell |
72,642
-1,156
| -2% | -$70.9K | 0.01% | 910 |
|
|
2022
Q4 | $4.68M | Buy |
73,798
+6,439
| +10% | +$408K | 0.01% | 884 |
|
|
2022
Q3 | $3.92M | Buy |
67,359
+2,794
| +4% | +$163K | 0.01% | 900 |
|
|
2022
Q2 | $4.36M | Buy |
64,565
+245
| +0.4% | +$16.5K | 0.01% | 882 |
|
|
2022
Q1 | $4.51M | Buy |
64,320
+4,521
| +8% | +$317K | 0.01% | 943 |
|
|
2021
Q4 | $3.89M | Buy |
59,799
+6,307
| +12% | +$410K | 0.01% | 1026 |
|
|
2021
Q3 | $3.2M | Sell |
53,492
-581
| -1% | -$34.7K | 0.01% | 1018 |
|
|
2021
Q2 | $3.19M | Buy |
54,073
+8,239
| +18% | +$487K | 0.01% | 978 |
|
|
2021
Q1 | $2.8M | Sell |
45,834
-2,914
| -6% | -$178K | 0.01% | 968 |
|
|
2020
Q4 | $2.97M | Buy |
48,748
+9,711
| +25% | +$592K | 0.01% | 751 |
|
|
2020
Q3 | $2.4M | Sell |
39,037
-331
| -0.8% | -$20.3K | 0.01% | 816 |
|
|
2020
Q2 | $2.3M | Sell |
39,368
-3,457
| -8% | -$202K | 0.01% | 757 |
|
|
2020
Q1 | $2.52M | Buy |
42,825
+369
| +0.9% | +$21.7K | 0.02% | 665 |
|
|
2019
Q4 | $2.67M | Buy |
42,456
+4,320
| +11% | +$271K | 0.02% | 766 |
|
|
2019
Q3 | $2.44M | Sell |
38,136
-33
| -0.1% | -$2.11K | 0.01% | 824 |
|
|
2019
Q2 | $2.21M | Sell |
38,169
-9,847
| -21% | -$570K | 0.01% | 858 |
|
|
2019
Q1 | $2.67M | Buy |
48,016
+13,293
| +38% | +$738K | 0.02% | 743 |
|
|
2018
Q4 | $1.73M | Buy |
34,723
+185
| +0.5% | +$9.19K | 0.01% | 821 |
|
|
2018
Q3 | $1.69M | Sell |
34,538
-85
| -0.2% | -$4.16K | 0.01% | 894 |
|
|
2018
Q2 | $1.64M | Buy |
34,623
+324
| +0.9% | +$15.3K | 0.01% | 924 |
|
|
2018
Q1 | $1.55M | Sell |
34,299
-157
| -0.5% | -$7.1K | 0.01% | 897 |
|
|
2017
Q4 | $1.63M | Sell |
34,456
-1,161
| -3% | -$55K | 0.01% | 888 |
|
|
2017
Q3 | $1.65M | Sell |
35,617
-1,806
| -5% | -$83.7K | 0.01% | 893 |
|
|
2017
Q2 | $1.73M | Buy |
37,423
+25,241
| +207% | +$1.17M | 0.02% | 856 |
|
|
2017
Q1 | $543K | Sell |
12,182
-394
| -3% | -$17.6K | 0.01% | 1290 |
|
|
2016
Q4 | $520K | Sell |
12,576
-523
| -4% | -$21.6K | 0.01% | 1235 |
|
|
2016
Q3 | $550K | Sell |
13,099
-101,087
| -89% | -$4.24M | 0.01% | 1201 |
|
|
2016
Q2 | $5.24M | Sell |
114,186
-21,692
| -16% | -$995K | 0.07% | 312 |
|
|
2016
Q1 | $5.76M | Sell |
135,878
-33,519
| -20% | -$1.42M | 0.02% | 313 |
|
|
2015
Q4 | $6.1M | Buy |
169,397
+43,483
| +35% | +$1.57M | 0.07% | 285 |
|
|
2015
Q3 | $4.45M | Buy |
125,914
+885
| +0.7% | +$31.3K | 0.06% | 347 |
|
|
2015
Q2 | $3.98M | Sell |
125,029
-10,595
| -8% | -$337K | 0.06% | 325 |
|
|
2015
Q1 | $4.73M | Sell |
135,624
-217
| -0.2% | -$7.57K | 0.07% | 303 |
|
|
2014
Q4 | $4.72M | Buy |
135,841
+308
| +0.2% | +$10.7K | 0.07% | 297 |
|
|
2014
Q3 | $4.02M | Sell |
135,533
-111,832
| -45% | -$3.32M | 0.07% | 317 |
|
|
2014
Q2 | $7.71M | Sell |
247,365
-5,948
| -2% | -$185K | 0.13% | 174 |
|
|
2014
Q1 | $7.42M | Sell |
253,313
-6,279
| -2% | -$184K | 0.14% | 161 |
|
|
2013
Q4 | $6.95M | Sell |
259,592
-44,623
| -15% | -$1.19M | 0.14% | 172 |
|
|
2013
Q3 | $8.01M | Sell |
304,215
-23,243
| -7% | -$612K | 0.2% | 114 |
|
|
2013
Q2 | $8.9M | Buy |
+327,458
| New | +$8.9M | 0.24% | 89 |
|