Sentry Investment Management’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
Q2 | $58K | Hold |
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|
2025
Q1 | $60K | Sell |
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|
2024
Q4 | $73K | Sell |
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|
2024
Q3 | $90K | Hold |
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|
2024
Q2 | $76K | Sell |
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|
2024
Q1 | $92K | Hold |
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|
2023
Q4 | $89K | Sell |
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|
2023
Q3 | $90K | Sell |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $114K | Hold |
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|
2022
Q2 | $132K | Sell |
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|
2022
Q1 | $144K | Sell |
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|
2021
Q4 | $193K | Buy |
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|
2021
Q3 | $145K | Sell |
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|
2021
Q2 | $164K | Hold |
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|
2021
Q1 | $170K | Sell |
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|
2020
Q4 | $981K | Hold |
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|
2020
Q3 | $987K | Hold |
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|
2020
Q2 | $939K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.01M | Hold |
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|
2019
Q3 | $1.03M | Hold |
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|
2019
Q2 | $936K | Hold |
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|
2019
Q1 | $897K | Sell |
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|
2018
Q4 | $873K | Sell |
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|
2018
Q3 | $884K | Hold |
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|
2018
Q2 | $853K | Sell |
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|
2018
Q1 | $908K | Sell |
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|
2017
Q4 | $1.04M | Hold |
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|
2017
Q3 | $1.02M | Hold |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $974K | Buy |
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|
2016
Q4 | $677K | Hold |
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|
2016
Q3 | $683K | Sell |
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|
2016
Q2 | $975K | Hold |
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|
2016
Q1 | $903K | Hold |
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|
2015
Q4 | $767K | Buy |
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|
2015
Q3 | $510K | Sell |
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|
2015
Q2 | $602K | Hold |
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|
2015
Q1 | $660K | Buy |
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|
2014
Q4 | $401K | Hold |
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|
2014
Q3 | $342K | Sell |
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|
2014
Q2 | $403K | Sell |
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|
2014
Q1 | $407K | Sell |
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|
2013
Q4 | $485K | Hold |
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|
2013
Q3 | $476K | Buy |
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|
2013
Q2 | $375K | Buy |
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