LPL Financial’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 | $28.2M | Buy |
406,388
+30,390
| +8% | +$2.11M | 0.01% | 1047 |
|
|
2025
Q1 | $28.2M | Buy |
375,998
+118,848
| +46% | +$8.93M | 0.01% | 951 |
|
|
2024
Q4 | $17.1M | Sell |
257,150
-17,292
| -6% | -$1.15M | 0.01% | 1177 |
|
|
2024
Q3 | $19.4M | Buy |
274,442
+27,109
| +11% | +$1.91M | 0.01% | 1052 |
|
|
2024
Q2 | $14.7M | Buy |
247,333
+16,713
| +7% | +$995K | 0.01% | 1115 |
|
|
2024
Q1 | $13.9M | Buy |
230,620
+2,814
| +1% | +$170K | 0.01% | 1120 |
|
|
2023
Q4 | $13.2M | Sell |
227,806
-4,665
| -2% | -$271K | 0.01% | 1080 |
|
|
2023
Q3 | $12.3M | Buy |
232,471
+50,472
| +28% | +$2.68M | 0.01% | 1041 |
|
|
2023
Q2 | $10.7M | Buy |
181,999
+17,427
| +11% | +$1.02M | 0.01% | 1094 |
|
|
2023
Q1 | $10.1M | Sell |
164,572
-154
| -0.1% | -$9.45K | 0.01% | 1072 |
|
|
2022
Q4 | $10.4M | Buy |
164,726
+57,245
| +53% | +$3.63M | 0.01% | 1000 |
|
|
2022
Q3 | $6.26M | Buy |
107,481
+8,025
| +8% | +$467K | 0.01% | 1220 |
|
|
2022
Q2 | $6.71M | Buy |
99,456
+14,973
| +18% | +$1.01M | 0.01% | 1194 |
|
|
2022
Q1 | $5.91M | Buy |
84,483
+4,856
| +6% | +$340K | 0.01% | 1335 |
|
|
2021
Q4 | $5.18M | Buy |
79,627
+10,554
| +15% | +$687K | ﹤0.01% | 1437 |
|
|
2021
Q3 | $4.13M | Buy |
69,073
+3,444
| +5% | +$206K | ﹤0.01% | 1521 |
|
|
2021
Q2 | $3.88M | Buy |
65,629
+5,888
| +10% | +$348K | ﹤0.01% | 1517 |
|
|
2021
Q1 | $3.66M | Buy |
59,741
+6,402
| +12% | +$392K | ﹤0.01% | 1430 |
|
|
2020
Q4 | $3.25M | Buy |
53,339
+11,107
| +26% | +$678K | ﹤0.01% | 1362 |
|
|
2020
Q3 | $2.59M | Buy |
42,232
+1,368
| +3% | +$84K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $2.39M | Buy |
40,864
+5,173
| +14% | +$302K | ﹤0.01% | 1262 |
|
|
2020
Q1 | $2.1M | Sell |
35,691
-3,080
| -8% | -$181K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $2.44M | Buy |
38,771
+4,790
| +14% | +$301K | ﹤0.01% | 1220 |
|
|
2019
Q3 | $2.17M | Buy |
33,981
+6,350
| +23% | +$406K | ﹤0.01% | 1204 |
|
|
2019
Q2 | $1.6M | Buy |
27,631
+1,946
| +8% | +$113K | ﹤0.01% | 1373 |
|
|
2019
Q1 | $1.43M | Buy |
25,685
+1,601
| +7% | +$88.9K | ﹤0.01% | 1403 |
|
|
2018
Q4 | $1.2M | Buy |
24,084
+604
| +3% | +$30K | ﹤0.01% | 1387 |
|
|
2018
Q3 | $1.15M | Sell |
23,480
-414
| -2% | -$20.3K | ﹤0.01% | 1567 |
|
|
2018
Q2 | $1.13M | Sell |
23,894
-3,389
| -12% | -$160K | ﹤0.01% | 1534 |
|
|
2018
Q1 | $1.24M | Buy |
27,283
+3,940
| +17% | +$178K | ﹤0.01% | 1437 |
|
|
2017
Q4 | $1.1M | Buy |
23,343
+2,277
| +11% | +$108K | ﹤0.01% | 1446 |
|
|
2017
Q3 | $976K | Sell |
21,066
-148
| -0.7% | -$6.86K | ﹤0.01% | 1437 |
|
|
2017
Q2 | $981K | Sell |
21,214
-294
| -1% | -$13.6K | ﹤0.01% | 1381 |
|
|
2017
Q1 | $964K | Sell |
21,508
-47
| -0.2% | -$2.11K | 0.01% | 1291 |
|
|
2016
Q4 | $895K | Sell |
21,555
-14,699
| -41% | -$610K | 0.01% | 1292 |
|
|
2016
Q3 | $1.47M | Sell |
36,254
-4,270
| -11% | -$173K | 0.01% | 935 |
|
|
2016
Q2 | $1.87M | Sell |
40,524
-26,101
| -39% | -$1.21M | 0.02% | 796 |
|
|
2016
Q1 | $2.78M | Sell |
66,625
-2,987
| -4% | -$125K | 0.01% | 998 |
|
|
2015
Q4 | $2.5M | Buy |
69,612
+32,799
| +89% | +$1.18M | 0.01% | 1036 |
|
|
2015
Q3 | $1.32M | Sell |
36,813
-629
| -2% | -$22.5K | 0.01% | 1065 |
|
|
2015
Q2 | $1.23M | Sell |
37,442
-18,350
| -33% | -$604K | 0.01% | 1209 |
|
|
2015
Q1 | $1.96M | Buy |
55,792
+18,820
| +51% | +$663K | 0.01% | 921 |
|
|
2014
Q4 | $1.29M | Sell |
36,972
-2,212
| -6% | -$76.9K | 0.01% | 1129 |
|
|
2014
Q3 | $1.17M | Sell |
39,184
-26,640
| -40% | -$794K | 0.01% | 1174 |
|
|
2014
Q2 | $2.05M | Buy |
65,824
+31,645
| +93% | +$986K | 0.01% | 863 |
|
|
2014
Q1 | $1M | Buy |
34,179
+2,194
| +7% | +$64.3K | 0.01% | 1265 |
|
|
2013
Q4 | $856K | Buy |
31,985
+698
| +2% | +$18.7K | 0.01% | 1339 |
|
|
2013
Q3 | $843K | Buy |
31,287
+1,063
| +4% | +$28.6K | 0.01% | 1300 |
|
|
2013
Q2 | $821K | Buy |
+30,224
| New | +$821K | 0.01% | 1244 |
|