Plante Moran Financial Advisors’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 | $473K | Sell |
6,825
-288
| -4% | -$20K | 0.03% | 90 |
|
|
2025
Q1 | $534K | Sell |
7,113
-1,624
| -19% | -$122K | 0.05% | 76 |
|
|
2024
Q4 | $582K | Sell |
8,737
-143
| -2% | -$9.53K | 0.05% | 75 |
|
|
2024
Q3 | $627K | Sell |
8,880
-31
| -0.3% | -$2.19K | 0.05% | 72 |
|
|
2024
Q2 | $530K | Hold |
8,911
| – | – | 0.05% | 79 |
|
|
2024
Q1 | $538K | Buy |
8,911
+75
| +0.8% | +$4.53K | 0.06% | 77 |
|
|
2023
Q4 | $513K | Hold |
8,836
| – | – | 0.05% | 83 |
|
|
2023
Q3 | $469K | Hold |
8,836
| – | – | 0.06% | 81 |
|
|
2023
Q2 | $519K | Sell |
8,836
-75
| -0.8% | -$4.41K | 0.06% | 80 |
|
|
2023
Q1 | $547K | Buy |
8,911
+151
| +2% | +$9.27K | 0.07% | 78 |
|
|
2022
Q4 | $555K | Buy |
8,760
+75
| +0.9% | +$4.75K | 0.08% | 77 |
|
|
2022
Q3 | $506K | Hold |
8,685
| – | – | 0.09% | 75 |
|
|
2022
Q2 | $586K | Sell |
8,685
-623
| -7% | -$42K | 0.1% | 70 |
|
|
2022
Q1 | $651K | Sell |
9,308
-129
| -1% | -$9.02K | 0.12% | 68 |
|
|
2021
Q4 | $614K | Sell |
9,437
-308
| -3% | -$20K | 0.1% | 73 |
|
|
2021
Q3 | $582K | Sell |
9,745
-4,576
| -32% | -$273K | 0.13% | 77 |
|
|
2021
Q2 | $846K | Sell |
14,321
-10,277
| -42% | -$607K | 0.21% | 58 |
|
|
2021
Q1 | $1.51M | Hold |
24,598
| – | – | 0.41% | 30 |
|
|
2020
Q4 | $1.5M | Hold |
24,598
| – | – | 0.46% | 28 |
|
|
2020
Q3 | $1.51M | Buy |
24,598
+21,500
| +694% | +$1.32M | 0.53% | 28 |
|
|
2020
Q2 | $181K | Sell |
3,098
-136
| -4% | -$7.95K | 0.07% | 141 |
|
|
2020
Q1 | $190K | Sell |
3,234
-1,999
| -38% | -$117K | 0.09% | 120 |
|
|
2019
Q4 | $329K | Buy |
5,233
+851
| +19% | +$53.5K | 0.11% | 108 |
|
|
2019
Q3 | $280K | Buy |
4,382
+1
| +0% | +$64 | 0.08% | 128 |
|
|
2019
Q2 | $254K | Buy |
4,381
+1
| +0% | +$58 | 0.08% | 124 |
|
|
2019
Q1 | $243K | Buy |
4,380
+1
| +0% | +$55 | 0.08% | 129 |
|
|
2018
Q4 | $217K | Buy |
4,379
+1
| +0% | +$50 | 0.08% | 130 |
|
|
2018
Q3 | $215K | Sell |
4,378
-145
| -3% | -$7.12K | 0.07% | 139 |
|
|
2018
Q2 | $214K | Sell |
4,523
-180
| -4% | -$8.52K | 0.11% | 152 |
|
|
2018
Q1 | $213K | Buy |
4,703
+129
| +3% | +$5.84K | 0.12% | 135 |
|
|
2017
Q4 | $216K | Hold |
4,574
| – | – | 0.12% | 129 |
|
|
2017
Q3 | $212K | Sell |
4,574
-210
| -4% | -$9.73K | 0.13% | 126 |
|
|
2017
Q2 | $221K | Buy |
4,784
+623
| +15% | +$28.8K | 0.14% | 118 |
|
|
2017
Q1 | $186K | Sell |
4,161
-296
| -7% | -$13.2K | 0.11% | 130 |
|
|
2016
Q4 | $186K | Hold |
4,457
| – | – | 0.12% | 129 |
|
|
2016
Q3 | $187K | Hold |
4,457
| – | – | 0.13% | 125 |
|
|
2016
Q2 | $204K | Hold |
4,457
| – | – | 0.15% | 117 |
|
|
2016
Q1 | $189K | Buy |
4,457
+14
| +0.3% | +$594 | 0.15% | 116 |
|
|
2015
Q4 | $160K | Buy |
4,443
+15
| +0.3% | +$540 | 0.12% | 129 |
|
|
2015
Q3 | $156K | Hold |
4,428
| – | – | 0.12% | 131 |
|
|
2015
Q2 | $141K | Hold |
4,428
| – | – | 0.1% | 150 |
|
|
2015
Q1 | $155K | Sell |
4,428
-200
| -4% | -$7K | 0.11% | 140 |
|
|
2014
Q4 | $161K | Hold |
4,628
| – | – | 0.12% | 124 |
|
|
2014
Q3 | $137K | Sell |
4,628
-112
| -2% | -$3.32K | 0.12% | 135 |
|
|
2014
Q2 | $148K | Hold |
4,740
| – | – | 0.13% | 109 |
|
|
2014
Q1 | $139K | Sell |
4,740
-100
| -2% | -$2.93K | 0.15% | 90 |
|
|
2013
Q4 | $130K | Buy |
4,840
+2,100
| +77% | +$56.4K | 0.07% | 121 |
|
|
2013
Q3 | $72K | Sell |
2,740
-22
| -0.8% | -$578 | 0.04% | 151 |
|
|
2013
Q2 | $75K | Buy |
+2,762
| New | +$75K | 0.06% | 129 |
|