Northwestern Mutual Wealth Management’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 | $1.57M | Buy |
22,605
+1,453
| +7% | +$101K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $1.59M | Sell |
21,152
-44
| -0.2% | -$3.31K | ﹤0.01% | 969 |
|
|
2024
Q4 | $1.41M | Buy |
21,196
+7
| +0% | +$467 | ﹤0.01% | 950 |
|
|
2024
Q3 | $1.5M | Buy |
21,189
+8,525
| +67% | +$602K | ﹤0.01% | 930 |
|
|
2024
Q2 | $754K | Buy |
12,664
+149
| +1% | +$8.87K | ﹤0.01% | 1115 |
|
|
2024
Q1 | $755K | Buy |
12,515
+49
| +0.4% | +$2.96K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $724K | Sell |
12,466
-543
| -4% | -$31.5K | ﹤0.01% | 1083 |
|
|
2023
Q3 | $691K | Buy |
13,009
+614
| +5% | +$32.6K | ﹤0.01% | 1053 |
|
|
2023
Q2 | $728K | Sell |
12,395
-15
| -0.1% | -$881 | ﹤0.01% | 1042 |
|
|
2023
Q1 | $762K | Buy |
12,410
+120
| +1% | +$7.37K | ﹤0.01% | 994 |
|
|
2022
Q4 | $778K | Buy |
12,290
+1,390
| +13% | +$88K | ﹤0.01% | 949 |
|
|
2022
Q3 | $635K | Buy |
10,900
+625
| +6% | +$36.4K | ﹤0.01% | 961 |
|
|
2022
Q2 | $693K | Sell |
10,275
-626
| -6% | -$42.2K | ﹤0.01% | 933 |
|
|
2022
Q1 | $762K | Buy |
10,901
+608
| +6% | +$42.5K | ﹤0.01% | 936 |
|
|
2021
Q4 | $670K | Buy |
10,293
+401
| +4% | +$26.1K | ﹤0.01% | 971 |
|
|
2021
Q3 | $590K | Buy |
9,892
+748
| +8% | +$44.6K | ﹤0.01% | 928 |
|
|
2021
Q2 | $540K | Buy |
9,144
+1,943
| +27% | +$115K | ﹤0.01% | 954 |
|
|
2021
Q1 | $440K | Buy |
7,201
+1,435
| +25% | +$87.7K | ﹤0.01% | 964 |
|
|
2020
Q4 | $351K | Buy |
5,766
+683
| +13% | +$41.6K | ﹤0.01% | 951 |
|
|
2020
Q3 | $312K | Buy |
5,083
+4,746
| +1,408% | +$291K | ﹤0.01% | 887 |
|
|
2020
Q2 | $20K | Buy |
337
+175
| +108% | +$10.4K | ﹤0.01% | 1705 |
|
|
2020
Q1 | $10K | Sell |
162
-981
| -86% | -$60.6K | ﹤0.01% | 1889 |
|
|
2019
Q4 | $72K | Sell |
1,143
-714
| -38% | -$45K | ﹤0.01% | 1313 |
|
|
2019
Q3 | $119K | Buy |
1,857
+340
| +22% | +$21.8K | ﹤0.01% | 1086 |
|
|
2019
Q2 | $88K | Sell |
1,517
-50
| -3% | -$2.9K | ﹤0.01% | 1173 |
|
|
2019
Q1 | $87K | Buy |
1,567
+97
| +7% | +$5.39K | ﹤0.01% | 1143 |
|
|
2018
Q4 | $73K | Buy |
1,470
+160
| +12% | +$7.95K | ﹤0.01% | 1100 |
|
|
2018
Q3 | $64K | Buy |
1,310
+2
| +0.2% | +$98 | ﹤0.01% | 1202 |
|
|
2018
Q2 | $62K | Buy |
1,308
+81
| +7% | +$3.84K | ﹤0.01% | 1156 |
|
|
2018
Q1 | $55K | Buy |
1,227
+149
| +14% | +$6.68K | ﹤0.01% | 1157 |
|
|
2017
Q4 | $51K | Sell |
1,078
-104
| -9% | -$4.92K | ﹤0.01% | 1142 |
|
|
2017
Q3 | $55K | Buy |
1,182
+14
| +1% | +$651 | ﹤0.01% | 1081 |
|
|
2017
Q2 | $54K | Sell |
1,168
-114
| -9% | -$5.27K | ﹤0.01% | 1062 |
|
|
2017
Q1 | $57K | Sell |
1,282
-564
| -31% | -$25.1K | ﹤0.01% | 989 |
|
|
2016
Q4 | $77K | Buy |
+1,846
| New | +$77K | ﹤0.01% | 899 |
|
|
2016
Q3 | – | Sell |
-1,369
| Closed | -$63K | – | 421 |
|
|
2016
Q2 | $63K | Buy |
1,369
+282
| +26% | +$13K | ﹤0.01% | 851 |
|
|
2016
Q1 | $46K | Sell |
1,087
-313
| -22% | -$13.2K | ﹤0.01% | 920 |
|
|
2015
Q4 | $51K | Buy |
1,400
+1,039
| +288% | +$37.8K | ﹤0.01% | 781 |
|
|
2015
Q3 | $13K | Buy |
361
+155
| +75% | +$5.58K | ﹤0.01% | 1028 |
|
|
2015
Q2 | $7K | Buy |
+206
| New | +$7K | ﹤0.01% | 1058 |
|
|
2015
Q1 | – | Sell |
-596
| Closed | -$21K | – | 1580 |
|
|
2014
Q4 | $21K | Sell |
596
-366
| -38% | -$12.9K | ﹤0.01% | 865 |
|
|
2014
Q3 | $29K | Sell |
962
-733
| -43% | -$22.1K | ﹤0.01% | 720 |
|
|
2014
Q2 | $53K | Buy |
1,695
+673
| +66% | +$21K | ﹤0.01% | 592 |
|
|
2014
Q1 | $30K | Sell |
1,022
-209
| -17% | -$6.14K | ﹤0.01% | 681 |
|
|
2013
Q4 | $33K | Buy |
1,231
+362
| +42% | +$9.7K | ﹤0.01% | 683 |
|
|
2013
Q3 | $23K | Buy |
869
+152
| +21% | +$4.02K | ﹤0.01% | 714 |
|
|
2013
Q2 | $19K | Buy |
+717
| New | +$19K | ﹤0.01% | 718 |
|