Plante Moran Financial Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $495K | Sell |
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|
2025
Q2 | $473K | Sell |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $582K | Sell |
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|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $530K | Hold |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $513K | Hold |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $547K | Buy |
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $651K | Sell |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $846K | Sell |
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|
2021
Q1 | $1.51M | Hold |
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|
2020
Q4 | $1.5M | Hold |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $181K | Sell |
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|
2020
Q1 | $190K | Sell |
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|
2019
Q4 | $329K | Buy |
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|
2019
Q3 | $280K | Buy |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $243K | Buy |
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|
2018
Q4 | $217K | Buy |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $213K | Buy |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $212K | Sell |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | $186K | Sell |
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|
2016
Q4 | $186K | Hold |
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|
2016
Q3 | $187K | Hold |
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|
2016
Q2 | $204K | Hold |
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|
2016
Q1 | $189K | Buy |
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|
2015
Q4 | $160K | Buy |
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|
2015
Q3 | $156K | Hold |
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|
2015
Q2 | $141K | Hold |
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|
2015
Q1 | $155K | Sell |
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|
2014
Q4 | $161K | Hold |
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|
2014
Q3 | $137K | Sell |
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|
2014
Q2 | $148K | Hold |
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|
2014
Q1 | $139K | Sell |
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|
2013
Q4 | $130K | Buy |
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|
2013
Q3 | $72K | Sell |
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|
2013
Q2 | $75K | Buy |
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