JFS Wealth 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
Q2 | $9.1K | Buy |
119
+15
| +14% | +$1.12K | ﹤0.01% | 1051 |
|
|
2026
Q1 | $8.07K | Sell |
104
-88
| -46% | -$6.53K | ﹤0.01% | 1032 |
|
|
2025
Q4 | $13.4K | Buy |
192
+55
| +40% | +$4K | ﹤0.01% | 876 |
|
|
2025
Q3 | $10K | Sell |
137
-1
| -0.7% | -$72 | ﹤0.01% | 900 |
|
|
2025
Q2 | $9.56K | Sell |
138
-12
| -8% | -$855 | ﹤0.01% | 879 |
|
|
2025
Q1 | $11.3K | Buy |
150
+21
| +16% | +$1.47K | ﹤0.01% | 840 |
|
|
2024
Q4 | $8.6K | Buy |
129
+9
| +8% | +$619 | ﹤0.01% | 894 |
|
|
2024
Q3 | $8.48K | Buy |
120
+23
| +24% | +$1.51K | ﹤0.01% | 914 |
|
|
2024
Q2 | $5.78K | Buy |
97
+23
| +31% | +$1.39K | ﹤0.01% | 1008 |
|
|
2024
Q1 | $4.47K | Sell |
74
-12
| -14% | -$695 | ﹤0.01% | 1141 |
|
|
2023
Q4 | $5K | Buy |
86
+58
| +207% | +$3.24K | ﹤0.01% | 1057 |
|
|
2023
Q3 | $1.49K | Sell |
28
-46
| -62% | -$2.66K | ﹤0.01% | 1473 |
|
|
2023
Q2 | $4.35K | Sell |
74
-70
| -49% | -$4.22K | ﹤0.01% | 1064 |
|
|
2023
Q1 | $8.84K | Buy |
144
+10
| +7% | +$615 | ﹤0.01% | 755 |
|
|
2022
Q4 | $8.49K | Sell |
134
-17
| -11% | -$1K | ﹤0.01% | 768 |
|
|
2022
Q3 | $9K | Buy |
151
+9
| +6% | +$605 | ﹤0.01% | 754 |
|
|
2022
Q2 | $10K | Buy |
142
+13
| +10% | +$898 | ﹤0.01% | 755 |
|
|
2022
Q1 | $9K | Buy |
129
+104
| +416% | +$6.75K | ﹤0.01% | 813 |
|
|
2021
Q4 | $2K | Buy |
+25
| New | +$1.53K | ﹤0.01% | 1050 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$2K | – | 580 |
|
|
2020
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 507 |
|
|
2020
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 482 |
|
|
2020
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 431 |
|
|
2019
Q4 | $2K | Buy |
+37
| New | +$2.31K | ﹤0.01% | 452 |
|
|
2018
Q2 | – | Sell |
-126
| Closed | -$6K | – | 478 |
|
|
2018
Q1 | $6K | Hold |
126
| – | – | ﹤0.01% | 401 |
|
|
2017
Q4 | $6K | Hold |
126
| – | – | ﹤0.01% | 409 |
|
|
2017
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 384 |
|
|
2017
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 363 |
|
|
2017
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 392 |
|
|
2016
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 392 |
|
|
2016
Q3 | $5K | Hold |
126
| – | – | ﹤0.01% | 425 |
|
|
2016
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 424 |
|
|
2016
Q1 | $5K | Hold |
126
| – | – | ﹤0.01% | 450 |
|
|
2015
Q4 | $5K | Buy |
+126
| New | +$4.49K | ﹤0.01% | 447 |
|
|
2015
Q3 | – | Sell |
-20
| Closed | -$1K | – | 493 |
|
|
2015
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 480 |
|
|
2015
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 479 |
|
|
2014
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 496 |
|
|
2014
Q3 | $1K | Sell |
20
-4
| -17% | -$119 | ﹤0.01% | 454 |
|
|
2014
Q2 | $1K | Buy |
+24
| New | +$714 | ﹤0.01% | 451 |
|
Other funds holding CMS
CF
CNB
HWAM
GI
MCP
CWA
CTA
P
WPC