Nisa Investment Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
161,947
-753
| -0.5% | -$52.2K | 0.05% | 243 |
|
|
2025
Q1 | $12.2M | Sell |
162,700
-1,274
| -0.8% | -$95.7K | 0.06% | 235 |
|
|
2024
Q4 | $10.9M | Sell |
163,974
-348
| -0.2% | -$23.2K | 0.04% | 283 |
|
|
2024
Q3 | $11.6M | Buy |
164,322
+1,205
| +0.7% | +$85.1K | 0.07% | 261 |
|
|
2024
Q2 | $9.71M | Sell |
163,117
-1,624
| -1% | -$96.7K | 0.06% | 283 |
|
|
2024
Q1 | $9.94M | Sell |
164,741
-99
| -0.1% | -$5.97K | 0.06% | 269 |
|
|
2023
Q4 | $9.57M | Sell |
164,840
-2,323
| -1% | -$135K | 0.07% | 261 |
|
|
2023
Q3 | $8.88M | Sell |
167,163
-52,496
| -24% | -$2.79M | 0.07% | 276 |
|
|
2023
Q2 | $12.9M | Sell |
219,659
-8,574
| -4% | -$504K | 0.09% | 225 |
|
|
2023
Q1 | $14M | Buy |
228,233
+14,703
| +7% | +$902K | 0.11% | 209 |
|
|
2022
Q4 | $13.5M | Sell |
213,530
-21,413
| -9% | -$1.36M | 0.11% | 221 |
|
|
2022
Q3 | $13.7M | Buy |
234,943
+10,863
| +5% | +$631K | 0.12% | 190 |
|
|
2022
Q2 | $15.1M | Buy |
224,080
+2,660
| +1% | +$180K | 0.13% | 165 |
|
|
2022
Q1 | $15.5M | Buy |
221,420
+500
| +0.2% | +$35K | 0.11% | 184 |
|
|
2021
Q4 | $14.2M | Sell |
220,920
-25,778
| -10% | -$1.66M | 0.11% | 200 |
|
|
2021
Q3 | $14.7K | Buy |
246,698
+22,400
| +10% | +$1.34K | 0.09% | 206 |
|
|
2021
Q2 | $13.3K | Sell |
224,298
-74,300
| -25% | -$4.39K | 0.08% | 219 |
|
|
2021
Q1 | $18.3K | Buy |
298,598
+3,430
| +1% | +$210 | 0.12% | 168 |
|
|
2020
Q4 | $18M | Sell |
295,168
-2,140
| -0.7% | -$131K | 0.12% | 189 |
|
|
2020
Q3 | $18.3M | Sell |
297,308
-3,700
| -1% | -$227K | 0.15% | 154 |
|
|
2020
Q2 | $17.6M | Sell |
301,008
-3,660
| -1% | -$214K | 0.16% | 136 |
|
|
2020
Q1 | $17.9M | Sell |
304,668
-7,700
| -2% | -$452K | 0.2% | 122 |
|
|
2019
Q4 | $19.6M | Sell |
312,368
-31,340
| -9% | -$1.97M | 0.17% | 131 |
|
|
2019
Q3 | $22M | Buy |
343,708
+4,900
| +1% | +$313K | 0.2% | 113 |
|
|
2019
Q2 | $19.6M | Buy |
338,808
+1,000
| +0.3% | +$57.9K | 0.19% | 115 |
|
|
2019
Q1 | $18.8M | Sell |
337,808
-16,780
| -5% | -$932K | 0.18% | 123 |
|
|
2018
Q4 | $17.6M | Buy |
354,588
+2,118
| +0.6% | +$105K | 0.2% | 118 |
|
|
2018
Q3 | $17.3M | Buy |
352,470
+5,997
| +2% | +$294K | 0.16% | 143 |
|
|
2018
Q2 | $16.4M | Buy |
346,473
+27,684
| +9% | +$1.31M | 0.17% | 141 |
|
|
2018
Q1 | $14.2M | Buy |
318,789
+6,221
| +2% | +$277K | 0.15% | 154 |
|
|
2017
Q4 | $14.8M | Sell |
312,568
-13,215
| -4% | -$625K | 0.15% | 149 |
|
|
2017
Q3 | $15.1M | Sell |
325,783
-1,557
| -0.5% | -$72.1K | 0.17% | 140 |
|
|
2017
Q2 | $15.2M | Buy |
327,340
+7,877
| +2% | +$366K | 0.18% | 138 |
|
|
2017
Q1 | $14.3M | Sell |
319,463
-495
| -0.2% | -$22.1K | 0.17% | 142 |
|
|
2016
Q4 | $13.3M | Sell |
319,958
-36,600
| -10% | -$1.52M | 0.16% | 147 |
|
|
2016
Q3 | $15M | Buy |
356,558
+22,500
| +7% | +$945K | 0.19% | 118 |
|
|
2016
Q2 | $15.3M | Buy |
334,058
+68,775
| +26% | +$3.15M | 0.21% | 111 |
|
|
2016
Q1 | $11.3M | Buy |
265,283
+15,200
| +6% | +$645K | 0.16% | 144 |
|
|
2015
Q4 | $9.02M | Sell |
250,083
-4,300
| -2% | -$155K | 0.13% | 172 |
|
|
2015
Q3 | $8.92M | Buy |
254,383
+6,800
| +3% | +$238K | 0.14% | 171 |
|
|
2015
Q2 | $7.88M | Sell |
247,583
-8,200
| -3% | -$261K | 0.11% | 192 |
|
|
2015
Q1 | $8.93M | Sell |
255,783
-1,300
| -0.5% | -$45.4K | 0.12% | 179 |
|
|
2014
Q4 | $8.93M | Sell |
257,083
-4,400
| -2% | -$153K | 0.12% | 172 |
|
|
2014
Q3 | $7.76M | Buy |
261,483
+16,440
| +7% | +$488K | 0.11% | 187 |
|
|
2014
Q2 | $7.63M | Buy |
245,043
+2,600
| +1% | +$81K | 0.11% | 198 |
|
|
2014
Q1 | $7.1M | Sell |
242,443
-2,750
| -1% | -$80.5K | 0.1% | 197 |
|
|
2013
Q4 | $6.56M | Sell |
245,193
-17,400
| -7% | -$466K | 0.09% | 210 |
|
|
2013
Q3 | $6.91M | Sell |
262,593
-21,200
| -7% | -$558K | 0.11% | 191 |
|
|
2013
Q2 | $7.71M | Buy |
+283,793
| New | +$7.71M | 0.12% | 167 |
|