Janney Montgomery Scott’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
32,945
-1,646
| -5% | -$114K | 0.01% | 1145 |
|
|
2025
Q1 | $2.6M | Sell |
34,591
-1,175
| -3% | -$88.3K | 0.01% | 1056 |
|
|
2024
Q4 | $2.38M | Sell |
35,766
-532
| -1% | -$35.5K | 0.01% | 1079 |
|
|
2024
Q3 | $2.56M | Sell |
36,298
-1,389
| -4% | -$98.1K | 0.01% | 1024 |
|
|
2024
Q2 | $2.24M | Buy |
37,687
+2,361
| +7% | +$141K | 0.01% | 1050 |
|
|
2024
Q1 | $2.13M | Buy |
35,326
+397
| +1% | +$24K | 0.01% | 1136 |
|
|
2023
Q4 | $2.03M | Sell |
34,929
-647
| -2% | -$37.6K | 0.01% | 1101 |
|
|
2023
Q3 | $1.89M | Sell |
35,576
-2,529
| -7% | -$134K | 0.01% | 1047 |
|
|
2023
Q2 | $2.24M | Sell |
38,105
-2,238
| -6% | -$132K | 0.01% | 1018 |
|
|
2023
Q1 | $2.48M | Buy |
40,343
+4,983
| +14% | +$306K | 0.01% | 898 |
|
|
2022
Q4 | $2.24M | Buy |
35,360
+1,404
| +4% | +$88.9K | 0.01% | 973 |
|
|
2022
Q3 | $1.98M | Sell |
33,956
-135
| -0.4% | -$7.86K | 0.01% | 971 |
|
|
2022
Q2 | $2.28M | Sell |
34,091
-4,077
| -11% | -$273K | 0.01% | 873 |
|
|
2022
Q1 | $2.67M | Sell |
38,168
-4,990
| -12% | -$349K | 0.01% | 801 |
|
|
2021
Q4 | $2.81M | Sell |
43,158
-7,319
| -14% | -$476K | 0.01% | 820 |
|
|
2021
Q3 | $3.02M | Sell |
50,477
-9,636
| -16% | -$576K | 0.01% | 776 |
|
|
2021
Q2 | $3.55M | Sell |
60,113
-4,161
| -6% | -$246K | 0.02% | 701 |
|
|
2021
Q1 | $3.94M | Sell |
64,274
-12,291
| -16% | -$752K | 0.02% | 630 |
|
|
2020
Q4 | $4.67M | Buy |
76,565
+2,512
| +3% | +$153K | 0.02% | 562 |
|
|
2020
Q3 | $4.55M | Buy |
74,053
+1,377
| +2% | +$84.6K | 0.03% | 519 |
|
|
2020
Q2 | $4.25M | Buy |
72,676
+4,895
| +7% | +$286K | 0.03% | 503 |
|
|
2020
Q1 | $3.98M | Sell |
67,781
-33
| -0% | -$1.94K | 0.03% | 455 |
|
|
2019
Q4 | $4.26M | Buy |
67,814
+5,855
| +9% | +$368K | 0.03% | 514 |
|
|
2019
Q3 | $3.96M | Buy |
61,959
+11,212
| +22% | +$717K | 0.03% | 512 |
|
|
2019
Q2 | $2.94M | Buy |
50,747
+1,066
| +2% | +$61.7K | 0.02% | 587 |
|
|
2019
Q1 | $2.76M | Buy |
49,681
+3,981
| +9% | +$221K | 0.02% | 590 |
|
|
2018
Q4 | $2.27M | Buy |
45,700
+196
| +0.4% | +$9.73K | 0.02% | 600 |
|
|
2018
Q3 | $2.23M | Buy |
45,504
+2,272
| +5% | +$111K | 0.02% | 660 |
|
|
2018
Q2 | $2.04M | Buy |
43,232
+652
| +2% | +$30.8K | 0.02% | 665 |
|
|
2018
Q1 | $1.93M | Buy |
42,580
+3,910
| +10% | +$177K | 0.02% | 666 |
|
|
2017
Q4 | $1.83M | Sell |
38,670
-391
| -1% | -$18.5K | 0.02% | 681 |
|
|
2017
Q3 | $1.81M | Buy |
39,061
+1,210
| +3% | +$56K | 0.02% | 652 |
|
|
2017
Q2 | $1.75M | Buy |
37,851
+3,948
| +12% | +$183K | 0.02% | 629 |
|
|
2017
Q1 | $1.52M | Sell |
33,903
-2,601
| -7% | -$116K | 0.02% | 672 |
|
|
2016
Q4 | $1.52M | Sell |
36,504
-3,465
| -9% | -$144K | 0.02% | 606 |
|
|
2016
Q3 | $1.68M | Sell |
39,969
-39,225
| -50% | -$1.65M | 0.03% | 485 |
|
|
2016
Q2 | $3.63M | Buy |
79,194
+40,759
| +106% | +$1.87M | 0.07% | 209 |
|
|
2016
Q1 | $1.63M | Buy |
38,435
+2,837
| +8% | +$120K | 0.04% | 380 |
|
|
2015
Q4 | $1.28M | Buy |
35,598
+334
| +0.9% | +$12K | 0.03% | 474 |
|
|
2015
Q3 | $1.25M | Buy |
35,264
+16,372
| +87% | +$578K | 0.04% | 458 |
|
|
2015
Q2 | $602K | Buy |
18,892
+12,459
| +194% | +$397K | 0.01% | 1071 |
|
|
2015
Q1 | $225K | Sell |
6,433
-851
| -12% | -$29.8K | ﹤0.01% | 2000 |
|
|
2014
Q4 | $253K | Buy |
+7,284
| New | +$253K | 0.01% | 1819 |
|
|
2014
Q3 | – | Sell |
-7,000
| Closed | -$218K | – | 2291 |
|
|
2014
Q2 | $218K | Buy |
+7,000
| New | +$218K | ﹤0.01% | 1881 |
|