Morgan Stanley’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 | $431M | Buy |
6,224,683
+542,902
| +10% | +$37.6M | 0.03% | 556 |
|
|
2025
Q1 | $427M | Sell |
5,681,781
-104,151
| -2% | -$7.82M | 0.03% | 533 |
|
|
2024
Q4 | $386M | Sell |
5,785,932
-195,807
| -3% | -$13.1M | 0.03% | 566 |
|
|
2024
Q3 | $422M | Sell |
5,981,739
-619,992
| -9% | -$43.8M | 0.03% | 533 |
|
|
2024
Q2 | $393M | Buy |
6,601,731
+117,842
| +2% | +$7.02M | 0.03% | 530 |
|
|
2024
Q1 | $391M | Sell |
6,483,889
-6,874,001
| -51% | -$415M | 0.03% | 525 |
|
|
2023
Q4 | $776M | Buy |
13,357,890
+7,765,421
| +139% | +$451M | 0.03% | 502 |
|
|
2023
Q3 | $297M | Sell |
5,592,469
-74,640
| -1% | -$3.96M | 0.03% | 558 |
|
|
2023
Q2 | $333M | Buy |
5,667,109
+1,034,257
| +22% | +$60.8M | 0.03% | 515 |
|
|
2023
Q1 | $284M | Buy |
4,632,852
+175,210
| +4% | +$10.8M | 0.03% | 569 |
|
|
2022
Q4 | $282M | Buy |
4,457,642
+1,910,519
| +75% | +$121M | 0.03% | 546 |
|
|
2022
Q3 | $148M | Sell |
2,547,123
-416,691
| -14% | -$24.3M | 0.02% | 702 |
|
|
2022
Q2 | $200M | Buy |
2,963,814
+1,536,268
| +108% | +$104M | 0.03% | 586 |
|
|
2022
Q1 | $99.8M | Sell |
1,427,546
-93,834
| -6% | -$6.56M | 0.01% | 868 |
|
|
2021
Q4 | $99M | Buy |
1,521,380
+510,647
| +51% | +$33.2M | 0.01% | 902 |
|
|
2021
Q3 | $60.4M | Sell |
1,010,733
-365,307
| -27% | -$21.8M | 0.01% | 1161 |
|
|
2021
Q2 | $81.3M | Buy |
1,376,040
+1,011,975
| +278% | +$59.8M | 0.01% | 982 |
|
|
2021
Q1 | $22.3M | Sell |
364,065
-988,364
| -73% | -$60.5M | ﹤0.01% | 1806 |
|
|
2020
Q4 | $82.5M | Sell |
1,352,429
-173,164
| -11% | -$10.6M | 0.01% | 808 |
|
|
2020
Q3 | $93.7M | Buy |
1,525,593
+397,400
| +35% | +$24.4M | 0.02% | 611 |
|
|
2020
Q2 | $65.9M | Buy |
1,128,193
+160,747
| +17% | +$9.39M | 0.01% | 711 |
|
|
2020
Q1 | $56.8M | Sell |
967,446
-52,208
| -5% | -$3.07M | 0.02% | 683 |
|
|
2019
Q4 | $64.1M | Buy |
1,019,654
+354,432
| +53% | +$22.3M | 0.01% | 797 |
|
|
2019
Q3 | $42.5M | Buy |
665,222
+151,757
| +30% | +$9.71M | 0.01% | 949 |
|
|
2019
Q2 | $29.7M | Sell |
513,465
-366,366
| -42% | -$21.2M | 0.01% | 1192 |
|
|
2019
Q1 | $48.9M | Sell |
879,831
-961,108
| -52% | -$53.4M | 0.01% | 849 |
|
|
2018
Q4 | $91.4M | Sell |
1,840,939
-507,394
| -22% | -$25.2M | 0.03% | 555 |
|
|
2018
Q3 | $115M | Buy |
2,348,333
+1,849,279
| +371% | +$90.6M | 0.03% | 546 |
|
|
2018
Q2 | $23.6M | Sell |
499,054
-131,696
| -21% | -$6.23M | 0.01% | 1488 |
|
|
2018
Q1 | $28.6M | Sell |
630,750
-288,038
| -31% | -$13M | 0.01% | 1344 |
|
|
2017
Q4 | $43.5M | Buy |
918,788
+246,839
| +37% | +$11.7M | 0.01% | 1046 |
|
|
2017
Q3 | $31.1M | Buy |
671,949
+147,895
| +28% | +$6.85M | 0.01% | 1229 |
|
|
2017
Q2 | $24.2M | Sell |
524,054
-589,326
| -53% | -$27.3M | 0.01% | 1366 |
|
|
2017
Q1 | $49.8M | Sell |
1,113,380
-504,021
| -31% | -$22.5M | 0.02% | 907 |
|
|
2016
Q4 | $67.3M | Buy |
1,617,401
+508,576
| +46% | +$21.2M | 0.02% | 712 |
|
|
2016
Q3 | $46.6M | Buy |
1,108,825
+438,499
| +65% | +$18.4M | 0.02% | 885 |
|
|
2016
Q2 | $30.7M | Buy |
670,326
+42,220
| +7% | +$1.94M | 0.01% | 1102 |
|
|
2016
Q1 | $26.7M | Buy |
628,106
+114,349
| +22% | +$4.85M | 0.01% | 1142 |
|
|
2015
Q4 | $18.5M | Buy |
513,757
+110,405
| +27% | +$3.98M | 0.01% | 1462 |
|
|
2015
Q3 | $14.2M | Sell |
403,352
-136,671
| -25% | -$4.83M | 0.01% | 1658 |
|
|
2015
Q2 | $17.2M | Sell |
540,023
-234,144
| -30% | -$7.46M | 0.01% | 1631 |
|
|
2015
Q1 | $27M | Sell |
774,167
-511,630
| -40% | -$17.9M | 0.01% | 1219 |
|
|
2014
Q4 | $44.7M | Sell |
1,285,797
-206,399
| -14% | -$7.17M | 0.02% | 923 |
|
|
2014
Q3 | $44.3M | Sell |
1,492,196
-105,509
| -7% | -$3.13M | 0.02% | 884 |
|
|
2014
Q2 | $49.8M | Buy |
1,597,705
+587,282
| +58% | +$18.3M | 0.02% | 801 |
|
|
2014
Q1 | $29.6M | Buy |
1,010,423
+156,528
| +18% | +$4.58M | 0.01% | 1079 |
|
|
2013
Q4 | $22.9M | Sell |
853,895
-272,125
| -24% | -$7.28M | 0.01% | 1241 |
|
|
2013
Q3 | $29.6M | Buy |
1,126,020
+348,524
| +45% | +$9.17M | 0.01% | 959 |
|
|
2013
Q2 | $21.1M | Buy |
+777,496
| New | +$21.1M | 0.01% | 1146 |
|