IFP Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.5K | Sell |
870
-14
| -2% | -$1.04K | ﹤0.01% | 2084 |
|
|
2025
Q4 | $61.8K | Buy |
884
+37
| +4% | +$2.69K | ﹤0.01% | 2067 |
|
|
2025
Q3 | $62.1K | Buy |
+847
| New | +$60.8K | ﹤0.01% | 1960 |
|
|
2025
Q2 | – | Sell |
-759
| Closed | -$54.1K | – | 1455 |
|
|
2025
Q1 | $64.4K | Sell |
759
-233
| -23% | -$16.3K | ﹤0.01% | 1768 |
|
|
2024
Q4 | $72.8K | Sell |
992
-867
| -47% | -$59.6K | ﹤0.01% | 1636 |
|
|
2024
Q3 | $131K | Sell |
1,859
-25,189
| -93% | -$1.65M | ﹤0.01% | 1290 |
|
|
2024
Q2 | $1.61M | Sell |
27,048
-12,436
| -31% | -$753K | 0.06% | 316 |
|
|
2024
Q1 | $2.38M | Buy |
39,484
+24,519
| +164% | +$1.42M | 0.1% | 217 |
|
|
2023
Q4 | $869K | Sell |
14,965
-1,880
| -11% | -$105K | 0.04% | 416 |
|
|
2023
Q3 | $895K | Buy |
16,845
+11,038
| +190% | +$639K | 0.04% | 421 |
|
|
2023
Q2 | $341K | Sell |
5,807
-8
| -0.1% | -$483 | 0.01% | 793 |
|
|
2023
Q1 | $263K | Sell |
5,815
-2,587
| -31% | -$159K | 0.01% | 841 |
|
|
2022
Q4 | $382K | Sell |
8,402
-362
| -4% | -$21.4K | 0.01% | 1017 |
|
|
2022
Q3 | $399K | Buy |
8,764
+965
| +12% | +$64.9K | 0.01% | 1032 |
|
|
2022
Q2 | $355K | Hold |
7,799
| – | – | 0.01% | 992 |
|
|
2022
Q1 | $355K | Buy |
7,799
+1,151
| +17% | +$74.7K | 0.01% | 992 |
|
|
2021
Q4 | $432K | Sell |
6,648
-139
| -2% | -$8.53K | 0.01% | 646 |
|
|
2021
Q3 | $404K | Buy |
6,787
+578
| +9% | +$36.1K | 0.01% | 657 |
|
|
2021
Q2 | $366K | Sell |
6,209
-1,430
| -19% | -$88.9K | 0.01% | 652 |
|
|
2021
Q1 | $466K | Buy |
7,639
+1,689
| +28% | +$97.1K | 0.01% | 542 |
|
|
2020
Q4 | $362K | Buy |
5,950
+823
| +16% | +$51.4K | 0.01% | 598 |
|
|
2020
Q3 | $317K | Buy |
5,127
+369
| +8% | +$22.6K | 0.02% | 553 |
|
|
2020
Q2 | $275K | Buy |
4,758
+1,805
| +61% | +$105K | 0.02% | 566 |
|
|
2020
Q1 | $169K | Buy |
2,953
+1,738
| +143% | +$111K | 0.02% | 626 |
|
|
2019
Q4 | $76K | Sell |
1,215
-738
| -38% | -$46K | 0.01% | 1076 |
|
|
2019
Q3 | $125K | Buy |
+1,953
| New | +$119K | 0.01% | 951 |
|
|
2019
Q1 | $38K | Sell |
682
-2,525
| -79% | -$133K | 0.01% | 1075 |
|
|
2018
Q4 | $158K | Sell |
3,207
-67
| -2% | -$3.38K | 0.01% | 967 |
|
|
2018
Q3 | $160K | Sell |
3,274
-554
| -14% | -$27K | 0.01% | 1204 |
|
|
2018
Q2 | $181K | Buy |
3,828
+1,011
| +36% | +$45.7K | 0.01% | 1113 |
|
|
2018
Q1 | $133K | Hold |
2,817
| – | – | 0.01% | 1210 |
|
|
2017
Q4 | $133K | Sell |
2,817
-11,409
| -80% | -$553K | 0.01% | 1219 |
|
|
2017
Q3 | $659K | Buy |
14,226
+85
| +0.6% | +$4.01K | 0.03% | 580 |
|
|
2017
Q2 | $654K | Sell |
14,141
-421
| -3% | -$19.5K | 0.03% | 570 |
|
|
2017
Q1 | $651K | Sell |
14,562
-223
| -2% | -$9.66K | 0.03% | 563 |
|
|
2016
Q4 | $615K | Sell |
14,785
-7,257
| -33% | -$297K | 0.03% | 543 |
|
|
2016
Q3 | $926K | Buy |
22,042
+5
| +0% | +$218 | 0.05% | 380 |
|
|
2016
Q2 | $1.01M | Buy |
22,037
+21,355
| +3,131% | +$897K | 0.06% | 352 |
|
|
2016
Q1 | $38K | Sell |
682
-20,662
| -97% | -$809K | 0.01% | 1075 |
|
|
2015
Q4 | $770K | Buy |
+21,344
| New | +$761K | 0.05% | 369 |
|
Other funds holding CMS
VCM
VPM
