Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.5M | Sell |
63,647
-424
| -0.7% | -$27.8K | 0.01% | 1282 |
|
|
2024
Q2 | $3.81M | Sell |
64,071
-1,986
| -3% | -$120K | 0.01% | 1305 |
|
|
2024
Q1 | $3.99M | Buy |
66,057
+1,985
| +3% | +$115K | 0.01% | 1262 |
|
|
2023
Q4 | $3.72M | Buy |
64,072
+26,034
| +68% | +$1.45M | 0.01% | 1247 |
|
|
2023
Q3 | $2.02M | Buy |
38,038
+1,028
| +3% | +$59.5K | ﹤0.01% | 1505 |
|
|
2023
Q2 | $2.17M | Buy |
37,010
+6,168
| +20% | +$372K | ﹤0.01% | 1462 |
|
|
2023
Q1 | $1.89M | Buy |
30,842
+300
| +1% | +$18.4K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $1.93M | Sell |
30,542
-2,353
| -7% | -$139K | ﹤0.01% | 1458 |
|
|
2022
Q3 | $1.92M | Sell |
32,895
-11,738
| -26% | -$790K | ﹤0.01% | 1441 |
|
|
2022
Q2 | $3.01M | Buy |
44,633
+13,354
| +43% | +$922K | 0.01% | 1205 |
|
|
2022
Q1 | $2.19M | Buy |
31,279
+453
| +1% | +$29.4K | ﹤0.01% | 1429 |
|
|
2021
Q4 | $2M | Sell |
30,826
-4,659
| -13% | -$286K | ﹤0.01% | 1530 |
|
|
2021
Q3 | $2.12M | Sell |
35,485
-9,356
| -21% | -$584K | ﹤0.01% | 1457 |
|
|
2021
Q2 | $2.65M | Buy |
44,841
+8,137
| +22% | +$506K | 0.01% | 1324 |
|
|
2021
Q1 | $2.25M | Buy |
36,704
+3,342
| +10% | +$192K | 0.01% | 1333 |
|
|
2020
Q4 | $2.04M | Sell |
33,362
-12,396
| -27% | -$775K | 0.01% | 1286 |
|
|
2020
Q3 | $2.81M | Buy |
45,758
+8,402
| +22% | +$514K | 0.01% | 1006 |
|
|
2020
Q2 | $2.18M | Sell |
37,356
-2,449
| -6% | -$142K | 0.01% | 1087 |
|
|
2020
Q1 | $2.34M | Sell |
39,805
-1,896
| -5% | -$121K | 0.01% | 819 |
|
|
2019
Q4 | $2.62M | Buy |
41,701
+1,330
| +3% | +$82.9K | 0.01% | 1038 |
|
|
2019
Q3 | $2.58M | Buy |
40,371
+3,533
| +10% | +$215K | 0.01% | 981 |
|
|
2019
Q2 | $2.13M | Buy |
36,838
+1,144
| +3% | +$64.2K | 0.01% | 1074 |
|
|
2019
Q1 | $1.98M | Sell |
35,694
-3,564
| -9% | -$188K | 0.01% | 1073 |
|
|
2018
Q4 | $1.95M | Buy |
39,258
+4,504
| +13% | +$228K | 0.01% | 914 |
|
|
2018
Q3 | $1.7M | Sell |
34,754
-570
| -2% | -$27.8K | 0.01% | 1172 |
|
|
2018
Q2 | $1.67M | Sell |
35,324
-1,114
| -3% | -$50.3K | 0.01% | 1119 |
|
|
2018
Q1 | $1.65M | Sell |
36,438
-417
| -1% | -$18.3K | 0.01% | 1032 |
|
|
2017
Q4 | $1.74M | Buy |
36,855
+1,420
| +4% | +$68.8K | 0.01% | 978 |
|
|
2017
Q3 | $1.64M | Buy |
35,435
+4,811
| +16% | +$227K | 0.01% | 1014 |
|
|
2017
Q2 | $1.42M | Sell |
30,624
-11,505
| -27% | -$532K | 0.01% | 1050 |
|
|
2017
Q1 | $1.89M | Sell |
42,129
-946
| -2% | -$41K | 0.01% | 861 |
|
|
2016
Q4 | $1.79M | Buy |
43,075
+11,593
| +37% | +$474K | 0.02% | 833 |
|
|
2016
Q3 | $1.32M | Sell |
31,482
-2,018
| -6% | -$88.1K | 0.01% | 950 |
|
|
2016
Q2 | $1.54M | Sell |
33,500
-4,081
| -11% | -$171K | 0.01% | 848 |
|
|
2016
Q1 | $1.59M | Buy |
37,581
+2,008
| +6% | +$78.6K | 0.02% | 721 |
|
|
2015
Q4 | $1.28M | Buy |
35,573
+12,708
| +56% | +$453K | 0.02% | 813 |
|
|
2015
Q3 | $808K | Buy |
22,865
+11,670
| +104% | +$394K | 0.01% | 839 |
|
|
2015
Q2 | $356K | Buy |
+11,195
| New | +$376K | 0.03% | 525 |
|
|
2013
Q3 | – | Sell |
-23,496
| Closed | -$638K | – | 557 |
|
|
2013
Q2 | $638K | Buy |
+23,496
| New | +$659K | 0.02% | 779 |
|
Other funds holding CMS
Raymond James Financial Services Advisors's CMS Position: Q3 2024 in Review
Raymond James Financial Services Advisors reduced its CMS Energy (CMS) stake by 0.66% in Q3 2024, selling an estimated $27.8K and leaving 63,647 shares worth $4.5M. The position accounts for 0.01% of the portfolio, ranked #1282.
Raymond James Financial Services Advisors first reported a position in CMS in Q2 2013 and has held it in 39 quarters since. 708 funds tracked by Wall St. Rank hold CMS as of Q3 2024.
- Raymond James Financial Services Advisors held 63,647 shares of CMS Energy worth $4.5M as of Q3 2024.
- Raymond James Financial Services Advisors sold 424 CMS Energy shares in Q3 2024, an estimated $27.8K.
- CMS Energy made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1282 holding.
- Raymond James Financial Services Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 39 quarters since.
- 708 funds tracked by Wall St. Rank held CMS Energy as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.