Meeder Advisory Services’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 | $890K | Sell |
12,850
-591
| -4% | -$40.9K | 0.05% | 278 |
|
|
2025
Q1 | $1.01M | Buy |
13,441
+2,396
| +22% | +$180K | 0.06% | 239 |
|
|
2024
Q4 | $736K | Sell |
11,045
-880
| -7% | -$58.7K | 0.05% | 278 |
|
|
2024
Q3 | $842K | Buy |
11,925
+1,147
| +11% | +$81K | 0.05% | 263 |
|
|
2024
Q2 | $642K | Buy |
10,778
+1,937
| +22% | +$115K | 0.05% | 283 |
|
|
2024
Q1 | $533K | Buy |
8,841
+139
| +2% | +$8.39K | 0.05% | 269 |
|
|
2023
Q4 | $505K | Sell |
8,702
-717
| -8% | -$41.6K | 0.06% | 268 |
|
|
2023
Q3 | $500K | Buy |
9,419
+3,604
| +62% | +$191K | 0.06% | 255 |
|
|
2023
Q2 | $342K | Buy |
5,815
+58
| +1% | +$3.41K | 0.04% | 338 |
|
|
2023
Q1 | $353K | Sell |
5,757
-1,112
| -16% | -$68.3K | 0.04% | 335 |
|
|
2022
Q4 | $435K | Buy |
+6,869
| New | +$435K | 0.06% | 285 |
|