Principal Financial Group’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 | $31M | Buy |
448,155
+38,663
| +9% | +$2.68M | 0.02% | 625 |
|
|
2025
Q1 | $30.8M | Sell |
409,492
-1,416
| -0.3% | -$106K | 0.02% | 607 |
|
|
2024
Q4 | $27.4M | Buy |
410,908
+2,577
| +0.6% | +$172K | 0.01% | 690 |
|
|
2024
Q3 | $28.8M | Buy |
408,331
+28,695
| +8% | +$2.03M | 0.02% | 655 |
|
|
2024
Q2 | $22.6M | Sell |
379,636
-2,961
| -0.8% | -$176K | 0.01% | 778 |
|
|
2024
Q1 | $23.1M | Buy |
382,597
+10,233
| +3% | +$617K | 0.01% | 826 |
|
|
2023
Q4 | $21.6M | Buy |
372,364
+2,549
| +0.7% | +$148K | 0.01% | 825 |
|
|
2023
Q3 | $19.6M | Buy |
369,815
+9,493
| +3% | +$504K | 0.01% | 814 |
|
|
2023
Q2 | $21.2M | Sell |
360,322
-18,399
| -5% | -$1.08M | 0.01% | 811 |
|
|
2023
Q1 | $23.2M | Buy |
378,721
+22,934
| +6% | +$1.41M | 0.02% | 755 |
|
|
2022
Q4 | $22.5M | Sell |
355,787
-12,663
| -3% | -$802K | 0.02% | 744 |
|
|
2022
Q3 | $21.5M | Buy |
368,450
+3,014
| +0.8% | +$176K | 0.02% | 725 |
|
|
2022
Q2 | $24.7M | Sell |
365,436
-94,706
| -21% | -$6.39M | 0.02% | 691 |
|
|
2022
Q1 | $32.2M | Sell |
460,142
-6,056
| -1% | -$424K | 0.02% | 629 |
|
|
2021
Q4 | $30.3M | Sell |
466,198
-124,271
| -21% | -$8.08M | 0.02% | 663 |
|
|
2021
Q3 | $35.3M | Buy |
590,469
+11,102
| +2% | +$663K | 0.02% | 568 |
|
|
2021
Q2 | $34.2M | Buy |
579,367
+23,510
| +4% | +$1.39M | 0.02% | 605 |
|
|
2021
Q1 | $34M | Buy |
555,857
+824
| +0.1% | +$50.4K | 0.02% | 579 |
|
|
2020
Q4 | $33.9M | Sell |
555,033
-51,482
| -8% | -$3.14M | 0.03% | 514 |
|
|
2020
Q3 | $37.2M | Buy |
606,515
+12,258
| +2% | +$753K | 0.03% | 423 |
|
|
2020
Q2 | $34.7M | Buy |
594,257
+186,653
| +46% | +$10.9M | 0.03% | 450 |
|
|
2020
Q1 | $23.9M | Sell |
407,604
-11,710
| -3% | -$688K | 0.03% | 487 |
|
|
2019
Q4 | $26.3M | Buy |
419,314
+3,054
| +0.7% | +$192K | 0.02% | 620 |
|
|
2019
Q3 | $26.6M | Sell |
416,260
-10,344
| -2% | -$662K | 0.02% | 595 |
|
|
2019
Q2 | $24.7M | Buy |
426,604
+10,936
| +3% | +$633K | 0.02% | 641 |
|
|
2019
Q1 | $23.1M | Sell |
415,668
-11,719
| -3% | -$651K | 0.02% | 672 |
|
|
2018
Q4 | $21.2M | Sell |
427,387
-5,205
| -1% | -$258K | 0.02% | 663 |
|
|
2018
Q3 | $21.2M | Buy |
432,592
+12,993
| +3% | +$637K | 0.02% | 815 |
|
|
2018
Q2 | $19.8M | Sell |
419,599
-4,031
| -1% | -$191K | 0.02% | 831 |
|
|
2018
Q1 | $19.2M | Sell |
423,630
-4,824
| -1% | -$218K | 0.02% | 811 |
|
|
2017
Q4 | $20.3M | Sell |
428,454
-5,113
| -1% | -$242K | 0.02% | 810 |
|
|
2017
Q3 | $20.1M | Sell |
433,567
-10,181
| -2% | -$472K | 0.02% | 778 |
|
|
2017
Q2 | $20.5M | Buy |
443,748
+6,002
| +1% | +$278K | 0.02% | 753 |
|
|
2017
Q1 | $19.6M | Buy |
437,746
+6,427
| +1% | +$288K | 0.02% | 727 |
|
|
2016
Q4 | $18M | Sell |
431,319
-1,584
| -0.4% | -$65.9K | 0.02% | 768 |
|
|
2016
Q3 | $18.2M | Buy |
432,903
+7,791
| +2% | +$327K | 0.02% | 715 |
|
|
2016
Q2 | $19.5M | Buy |
425,112
+3,012
| +0.7% | +$138K | 0.03% | 625 |
|
|
2016
Q1 | $17.9M | Buy |
422,100
+25,805
| +7% | +$1.1M | 0.03% | 639 |
|
|
2015
Q4 | $14.3M | Buy |
396,295
+8,764
| +2% | +$316K | 0.02% | 732 |
|
|
2015
Q3 | $13.7M | Sell |
387,531
-10,813
| -3% | -$382K | 0.02% | 735 |
|
|
2015
Q2 | $12.7M | Sell |
398,344
-188,611
| -32% | -$6.01M | 0.02% | 836 |
|
|
2015
Q1 | $20.5M | Buy |
586,955
+207,640
| +55% | +$7.25M | 0.03% | 532 |
|
|
2014
Q4 | $13.2M | Buy |
379,315
+8,892
| +2% | +$309K | 0.02% | 765 |
|
|
2014
Q3 | $11M | Sell |
370,423
-159,736
| -30% | -$4.74M | 0.02% | 840 |
|
|
2014
Q2 | $16.5M | Sell |
530,159
-390
| -0.1% | -$12.1K | 0.03% | 629 |
|
|
2014
Q1 | $15.5M | Sell |
530,549
-1,446
| -0.3% | -$42.3K | 0.03% | 646 |
|
|
2013
Q4 | $14.2M | Buy |
531,995
+188,618
| +55% | +$5.05M | 0.03% | 662 |
|
|
2013
Q3 | $9.04M | Sell |
343,377
-17,880
| -5% | -$471K | 0.02% | 873 |
|
|
2013
Q2 | $9.82M | Buy |
+361,257
| New | +$9.82M | 0.02% | 778 |
|