Johnson Financial Group Inc (Wisconsin)’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Hold |
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|
2025
Q1 | $25.4K | Hold |
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|
2024
Q4 | $22.3K | Hold |
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|
2024
Q3 | $23.9K | Hold |
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|
2024
Q2 | $20.1K | Hold |
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|
2024
Q1 | $20.4K | Hold |
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|
2023
Q4 | $19.6K | Hold |
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|
2023
Q3 | $18K | Hold |
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|
2023
Q2 | $19.9K | Hold |
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|
2023
Q1 | $20.7K | Buy |
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|
2022
Q4 | $11.7K | Hold |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $37K | Hold |
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|
2021
Q4 | $34K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $32K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $32K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $31K | Sell |
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|
2019
Q4 | $41K | Sell |
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|
2019
Q3 | $48K | Sell |
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|
2019
Q2 | $53K | Sell |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $56K | Sell |
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|
2018
Q3 | $57K | Sell |
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|
2018
Q2 | $95K | Sell |
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|
2018
Q1 | $131K | Sell |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $961K | Buy |
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|
2017
Q2 | $877K | Sell |
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|
2017
Q1 | $892K | Buy |
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|
2016
Q4 | $802K | Buy |
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|
2016
Q3 | $688K | Sell |
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|
2016
Q2 | $818K | Buy |
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|
2016
Q1 | $744K | Buy |
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|
2015
Q4 | $527K | Buy |
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|
2015
Q3 | $511K | Buy |
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|
2015
Q2 | $379K | Sell |
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|
2015
Q1 | $422K | Buy |
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|
2014
Q4 | $377K | Buy |
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|
2014
Q3 | $318K | Buy |
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|
2014
Q2 | $309K | Sell |
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|
2014
Q1 | $306K | Buy |
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|
2013
Q4 | $276K | Sell |
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|
2013
Q3 | $280K | Sell |
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|
2013
Q2 | $371K | Buy |
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