IFP Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-759
| Closed | -$64.4K | – | 1455 |
|
|
2025
Q1 | $64.4K | Sell |
759
-233
| -23% | -$19.8K | ﹤0.01% | 1768 |
|
|
2024
Q4 | $72.8K | Sell |
992
-867
| -47% | -$63.6K | ﹤0.01% | 1636 |
|
|
2024
Q3 | $131K | Sell |
1,859
-25,189
| -93% | -$1.78M | ﹤0.01% | 1290 |
|
|
2024
Q2 | $1.61M | Sell |
27,048
-12,436
| -31% | -$740K | 0.06% | 316 |
|
|
2024
Q1 | $2.38M | Buy |
39,484
+24,519
| +164% | +$1.48M | 0.1% | 217 |
|
|
2023
Q4 | $869K | Sell |
14,965
-1,880
| -11% | -$109K | 0.04% | 416 |
|
|
2023
Q3 | $895K | Buy |
16,845
+11,038
| +190% | +$586K | 0.04% | 421 |
|
|
2023
Q2 | $341K | Sell |
5,807
-8
| -0.1% | -$470 | 0.01% | 793 |
|
|
2023
Q1 | $263K | Sell |
5,815
-2,587
| -31% | -$117K | 0.01% | 841 |
|
|
2022
Q4 | $382K | Sell |
8,402
-362
| -4% | -$16.5K | 0.01% | 1017 |
|
|
2022
Q3 | $399K | Buy |
8,764
+965
| +12% | +$43.9K | 0.01% | 1033 |
|
|
2022
Q2 | $355K | Hold |
7,799
| – | – | 0.01% | 993 |
|
|
2022
Q1 | $355K | Buy |
7,799
+1,151
| +17% | +$52.4K | 0.01% | 993 |
|
|
2021
Q4 | $432K | Sell |
6,648
-139
| -2% | -$9.03K | 0.01% | 638 |
|
|
2021
Q3 | $404K | Buy |
6,787
+578
| +9% | +$34.4K | 0.01% | 633 |
|
|
2021
Q2 | $366K | Sell |
6,209
-1,430
| -19% | -$84.3K | 0.01% | 652 |
|
|
2021
Q1 | $466K | Buy |
7,639
+1,689
| +28% | +$103K | 0.01% | 542 |
|
|
2020
Q4 | $362K | Buy |
5,950
+823
| +16% | +$50.1K | 0.01% | 598 |
|
|
2020
Q3 | $317K | Buy |
5,127
+369
| +8% | +$22.8K | 0.02% | 553 |
|
|
2020
Q2 | $275K | Buy |
4,758
+1,805
| +61% | +$104K | 0.02% | 566 |
|
|
2020
Q1 | $169K | Buy |
2,953
+1,738
| +143% | +$99.5K | 0.02% | 624 |
|
|
2019
Q4 | $76K | Sell |
1,215
-738
| -38% | -$46.2K | 0.01% | 1076 |
|
|
2019
Q3 | $125K | Buy |
+1,953
| New | +$125K | 0.01% | 951 |
|
|
2019
Q1 | $38K | Sell |
682
-2,525
| -79% | -$141K | 0.01% | 1075 |
|
|
2018
Q4 | $158K | Sell |
3,207
-67
| -2% | -$3.3K | 0.01% | 961 |
|
|
2018
Q3 | $160K | Sell |
3,274
-554
| -14% | -$27.1K | 0.01% | 1198 |
|
|
2018
Q2 | $181K | Buy |
3,828
+1,011
| +36% | +$47.8K | 0.01% | 1106 |
|
|
2018
Q1 | $133K | Hold |
2,817
| – | – | 0.01% | 1210 |
|
|
2017
Q4 | $133K | Sell |
2,817
-11,409
| -80% | -$539K | 0.01% | 1207 |
|
|
2017
Q3 | $659K | Buy |
14,226
+85
| +0.6% | +$3.94K | 0.03% | 579 |
|
|
2017
Q2 | $654K | Sell |
14,141
-421
| -3% | -$19.5K | 0.03% | 569 |
|
|
2017
Q1 | $651K | Sell |
14,562
-223
| -2% | -$9.97K | 0.03% | 562 |
|
|
2016
Q4 | $615K | Sell |
14,785
-7,257
| -33% | -$302K | 0.03% | 542 |
|
|
2016
Q3 | $926K | Buy |
22,042
+5
| +0% | +$210 | 0.05% | 378 |
|
|
2016
Q2 | $1.01M | Buy |
22,037
+21,355
| +3,131% | +$980K | 0.06% | 352 |
|
|
2016
Q1 | $38K | Sell |
682
-20,662
| -97% | -$1.15M | 0.01% | 1075 |
|
|
2015
Q4 | $770K | Buy |
+21,344
| New | +$770K | 0.05% | 368 |
|