NA
NewEdge Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
25,370
-1,425
| -5% | -$98.7K | 0.01% | 1001 |
|
|
2025
Q1 | $2.01M | Sell |
26,795
-421
| -2% | -$31.6K | 0.01% | 866 |
|
|
2024
Q4 | $1.81M | Sell |
27,216
-11
| -0% | -$733 | 0.01% | 869 |
|
|
2024
Q3 | $1.92M | Sell |
27,227
-284
| -1% | -$20.1K | 0.01% | 813 |
|
|
2024
Q2 | $1.64M | Sell |
27,511
-3,049
| -10% | -$182K | 0.01% | 842 |
|
|
2024
Q1 | $1.84M | Buy |
30,560
+628
| +2% | +$37.9K | 0.02% | 727 |
|
|
2023
Q4 | $1.73M | Buy |
29,932
+1,839
| +7% | +$106K | 0.02% | 719 |
|
|
2023
Q3 | $1.49M | Buy |
28,093
+5,212
| +23% | +$277K | 0.02% | 695 |
|
|
2023
Q2 | $1.34M | Sell |
22,881
-2,945
| -11% | -$173K | 0.02% | 738 |
|
|
2023
Q1 | $1.59M | Sell |
25,826
-15,572
| -38% | -$956K | 0.02% | 606 |
|
|
2022
Q4 | $1.13M | Buy |
41,398
+21,296
| +106% | +$580K | 0.03% | 475 |
|
|
2022
Q3 | $1.17M | Sell |
20,102
-483
| -2% | -$28.1K | 0.02% | 586 |
|
|
2022
Q2 | $1.39M | Sell |
20,585
-9,494
| -32% | -$641K | 0.02% | 543 |
|
|
2022
Q1 | $2.1M | Sell |
30,079
-810
| -3% | -$56.7K | 0.03% | 403 |
|
|
2021
Q4 | $2.01M | Buy |
30,889
+287
| +0.9% | +$18.7K | 0.03% | 454 |
|
|
2021
Q3 | $1.83M | Sell |
30,602
-14,051
| -31% | -$839K | 0.05% | 341 |
|
|
2021
Q2 | $2.64M | Sell |
44,653
-2,089
| -4% | -$123K | 0.07% | 259 |
|
|
2021
Q1 | $2.86M | Sell |
46,742
-311,934
| -87% | -$19.1M | 0.09% | 225 |
|
|
2020
Q4 | $21.9M | Buy |
358,676
+7,078
| +2% | +$432K | 0.72% | 37 |
|
|
2020
Q3 | $21.6M | Sell |
351,598
-5,211
| -1% | -$320K | 0.75% | 32 |
|
|
2020
Q2 | $20.8M | Buy |
356,809
+26,573
| +8% | +$1.55M | 0.81% | 28 |
|
|
2020
Q1 | $19.4M | Buy |
330,236
+14,822
| +5% | +$871K | 0.93% | 18 |
|
|
2019
Q4 | $19.8M | Buy |
315,414
+15,128
| +5% | +$951K | 0.79% | 23 |
|
|
2019
Q3 | $19.2M | Buy |
300,286
+28,413
| +10% | +$1.82M | 0.85% | 22 |
|
|
2019
Q2 | $15.7M | Buy |
271,873
+2,492
| +0.9% | +$144K | 0.96% | 18 |
|
|
2019
Q1 | $15M | Buy |
269,381
+24,369
| +10% | +$1.35M | 0.97% | 18 |
|
|
2018
Q4 | $12.2K | Buy |
245,012
+10,013
| +4% | +$497 | 0.78% | 16 |
|
|
2018
Q3 | $11.5M | Buy |
234,999
+19,869
| +9% | +$974K | 0.88% | 24 |
|
|
2018
Q2 | $10.3K | Buy |
215,130
+17,425
| +9% | +$834 | 0.94% | 23 |
|
|
2018
Q1 | $8.9M | Buy |
197,705
+28,731
| +17% | +$1.29M | 1.02% | 25 |
|
|
2017
Q4 | $7.83M | Buy |
168,974
+8,779
| +5% | +$407K | 1.06% | 25 |
|
|
2017
Q3 | $7.45M | Buy |
160,195
+12,669
| +9% | +$589K | 1.16% | 20 |
|
|
2017
Q2 | $6.73M | Buy |
147,526
+12,689
| +9% | +$578K | 1.16% | 19 |
|
|
2017
Q1 | $6.09M | Buy |
134,837
+16,743
| +14% | +$756K | 1.38% | 12 |
|
|
2016
Q4 | $4.95M | Buy |
118,094
+19,315
| +20% | +$810K | 1.37% | 16 |
|
|
2016
Q3 | $4.15M | Buy |
98,779
+19,617
| +25% | +$824K | 1.31% | 25 |
|
|
2016
Q2 | $3.63M | Buy |
79,162
+7,996
| +11% | +$367K | 1.5% | 19 |
|
|
2016
Q1 | $3.03M | Buy |
71,166
+9,488
| +15% | +$403K | 2.54% | 11 |
|
|
2015
Q4 | $2.22M | Buy |
61,678
+7,861
| +15% | +$283K | 1.83% | 30 |
|
|
2015
Q3 | $1.9M | Buy |
53,817
+3,186
| +6% | +$112K | 2.04% | 24 |
|
|
2015
Q2 | $1.61M | Buy |
50,631
+2,829
| +6% | +$90.1K | 1.37% | 35 |
|
|
2015
Q1 | $1.67M | Buy |
+47,802
| New | +$1.67M | 1.19% | 35 |
|