MCP
Mirador Capital Partners’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
14,804
+600
| +4% | +$41.6K | 0.17% | 91 |
|
|
2025
Q1 | $1.07M | Buy |
14,204
+83
| +0.6% | +$6.23K | 0.19% | 92 |
|
|
2024
Q4 | $941K | Buy |
14,121
+516
| +4% | +$34.4K | 0.17% | 90 |
|
|
2024
Q3 | $961K | Buy |
13,605
+511
| +4% | +$36.1K | 0.17% | 87 |
|
|
2024
Q2 | $780K | Buy |
13,094
+653
| +5% | +$38.9K | 0.15% | 93 |
|
|
2024
Q1 | $751K | Buy |
12,441
+968
| +8% | +$58.4K | 0.14% | 104 |
|
|
2023
Q4 | $666K | Buy |
11,473
+596
| +5% | +$34.6K | 0.14% | 99 |
|
|
2023
Q3 | $578K | Buy |
10,877
+679
| +7% | +$36.1K | 0.13% | 112 |
|
|
2023
Q2 | $599K | Sell |
10,198
-155
| -1% | -$9.11K | 0.14% | 112 |
|
|
2023
Q1 | $635K | Buy |
10,353
+277
| +3% | +$17K | 0.15% | 98 |
|
|
2022
Q4 | $638K | Buy |
10,076
+376
| +4% | +$23.8K | 0.15% | 97 |
|
|
2022
Q3 | $565K | Sell |
9,700
-148
| -2% | -$8.62K | 0.14% | 102 |
|
|
2022
Q2 | $665K | Buy |
9,848
+934
| +10% | +$63.1K | 0.16% | 97 |
|
|
2022
Q1 | $623K | Buy |
8,914
+2,313
| +35% | +$162K | 0.13% | 122 |
|
|
2021
Q4 | $429K | Buy |
6,601
+200
| +3% | +$13K | 0.09% | 156 |
|
|
2021
Q3 | $382K | Buy |
6,401
+185
| +3% | +$11K | 0.09% | 163 |
|
|
2021
Q2 | $367K | Buy |
6,216
+576
| +10% | +$34K | 0.08% | 162 |
|
|
2021
Q1 | $345K | Sell |
5,640
-343
| -6% | -$21K | 0.09% | 140 |
|
|
2020
Q4 | $365K | Buy |
5,983
+75
| +1% | +$4.58K | 0.1% | 136 |
|
|
2020
Q3 | $363K | Sell |
5,908
-669
| -10% | -$41.1K | 0.11% | 122 |
|
|
2020
Q2 | $384K | Buy |
6,577
+2
| +0% | +$117 | 0.14% | 102 |
|
|
2020
Q1 | $359K | Sell |
6,575
-352
| -5% | -$19.2K | 0.15% | 101 |
|
|
2019
Q4 | $435K | Buy |
6,927
+79
| +1% | +$4.96K | 0.18% | 114 |
|
|
2019
Q3 | $438K | Buy |
6,848
+60
| +0.9% | +$3.84K | 0.2% | 110 |
|
|
2019
Q2 | $393K | Sell |
6,788
-74
| -1% | -$4.28K | 0.19% | 97 |
|
|
2019
Q1 | $381K | Sell |
6,862
-157
| -2% | -$8.72K | 0.21% | 90 |
|
|
2018
Q4 | $348K | Buy |
7,019
+132
| +2% | +$6.55K | 0.22% | 88 |
|
|
2018
Q3 | $337K | Buy |
6,887
+24
| +0.3% | +$1.17K | 0.16% | 109 |
|
|
2018
Q2 | $324K | Buy |
6,863
+1
| +0% | +$47 | 0.18% | 105 |
|
|
2018
Q1 | $324K | Buy |
6,862
+145
| +2% | +$6.85K | 0.23% | 91 |
|
|
2017
Q4 | $318K | Buy |
6,717
+237
| +4% | +$11.2K | 0.17% | 103 |
|
|
2017
Q3 | $301K | Buy |
6,480
+32
| +0.5% | +$1.49K | 0.18% | 104 |
|
|
2017
Q2 | $303K | Buy |
6,448
+485
| +8% | +$22.8K | 0.19% | 100 |
|
|
2017
Q1 | $267K | Buy |
5,963
+129
| +2% | +$5.78K | 0.19% | 108 |
|
|
2016
Q4 | $243K | Buy |
5,834
+154
| +3% | +$6.41K | 0.19% | 108 |
|
|
2016
Q3 | $239K | Sell |
5,680
-66
| -1% | -$2.78K | 0.21% | 92 |
|
|
2016
Q2 | $254K | Sell |
5,746
-667
| -10% | -$29.5K | 0.25% | 85 |
|
|
2016
Q1 | $272K | Buy |
+6,413
| New | +$272K | 0.3% | 71 |
|