SignatureFD’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 | $370K | Buy |
5,346
+130
| +2% | +$9.01K | 0.01% | 663 |
|
|
2025
Q1 | $392K | Buy |
5,216
+464
| +10% | +$34.9K | 0.01% | 613 |
|
|
2024
Q4 | $317K | Buy |
4,752
+220
| +5% | +$14.7K | 0.01% | 705 |
|
|
2024
Q3 | $320K | Buy |
4,532
+123
| +3% | +$8.69K | 0.01% | 670 |
|
|
2024
Q2 | $262K | Buy |
4,409
+71
| +2% | +$4.23K | 0.01% | 710 |
|
|
2024
Q1 | $262K | Buy |
4,338
+87
| +2% | +$5.25K | 0.01% | 728 |
|
|
2023
Q4 | $247K | Sell |
4,251
-1,094
| -20% | -$63.5K | 0.01% | 712 |
|
|
2023
Q3 | $284K | Sell |
5,345
-2,557
| -32% | -$136K | 0.01% | 618 |
|
|
2023
Q2 | $464K | Buy |
7,902
+685
| +9% | +$40.2K | 0.01% | 463 |
|
|
2023
Q1 | $443K | Buy |
7,217
+653
| +10% | +$40.1K | 0.01% | 471 |
|
|
2022
Q4 | $416K | Buy |
6,564
+3,377
| +106% | +$214K | 0.01% | 473 |
|
|
2022
Q3 | $186K | Buy |
3,187
+210
| +7% | +$12.3K | 0.01% | 701 |
|
|
2022
Q2 | $201K | Sell |
2,977
-97
| -3% | -$6.55K | 0.01% | 698 |
|
|
2022
Q1 | $215K | Buy |
3,074
+193
| +7% | +$13.5K | 0.01% | 692 |
|
|
2021
Q4 | $187K | Buy |
2,881
+70
| +2% | +$4.54K | 0.01% | 743 |
|
|
2021
Q3 | $168K | Buy |
2,811
+94
| +3% | +$5.62K | 0.01% | 765 |
|
|
2021
Q2 | $161K | Sell |
2,717
-149
| -5% | -$8.83K | 0.01% | 751 |
|
|
2021
Q1 | $175K | Sell |
2,866
-433
| -13% | -$26.4K | 0.01% | 648 |
|
|
2020
Q4 | $201K | Sell |
3,299
-57
| -2% | -$3.47K | 0.01% | 532 |
|
|
2020
Q3 | $206K | Buy |
3,356
+277
| +9% | +$17K | 0.01% | 472 |
|
|
2020
Q2 | $180K | Sell |
3,079
-645
| -17% | -$37.7K | 0.01% | 487 |
|
|
2020
Q1 | $219K | Buy |
3,724
+271
| +8% | +$15.9K | 0.02% | 385 |
|
|
2019
Q4 | $217K | Buy |
3,453
+409
| +13% | +$25.7K | 0.02% | 439 |
|
|
2019
Q3 | $195K | Buy |
3,044
+478
| +19% | +$30.6K | 0.02% | 418 |
|
|
2019
Q2 | $149K | Buy |
2,566
+467
| +22% | +$27.1K | 0.01% | 488 |
|
|
2019
Q1 | $117K | Buy |
2,099
+209
| +11% | +$11.7K | 0.01% | 568 |
|
|
2018
Q4 | $94K | Buy |
1,890
+420
| +29% | +$20.9K | 0.01% | 605 |
|
|
2018
Q3 | $72K | Sell |
1,470
-85
| -5% | -$4.16K | 0.01% | 754 |
|
|
2018
Q2 | $74K | Buy |
1,555
+119
| +8% | +$5.66K | 0.01% | 715 |
|
|
2018
Q1 | $65K | Buy |
+1,436
| New | +$65K | 0.01% | 654 |
|
|
2016
Q4 | – | Sell |
-678
| Closed | -$28K | – | 436 |
|
|
2016
Q3 | $28K | Buy |
678
+18
| +3% | +$743 | ﹤0.01% | 700 |
|
|
2016
Q2 | $30K | Hold |
660
| – | – | ﹤0.01% | 605 |
|
|
2016
Q1 | $28K | Buy |
660
+123
| +23% | +$5.22K | ﹤0.01% | 571 |
|
|
2015
Q4 | $19K | Buy |
537
+262
| +95% | +$9.27K | ﹤0.01% | 584 |
|
|
2015
Q3 | $10K | Buy |
275
+69
| +33% | +$2.51K | ﹤0.01% | 674 |
|
|
2015
Q2 | $7K | Buy |
206
+121
| +142% | +$4.11K | ﹤0.01% | 693 |
|
|
2015
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 735 |
|
|
2014
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 690 |
|
|
2014
Q1 | – | Sell |
-105
| Closed | -$3K | – | 817 |
|
|
2013
Q4 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 562 |
|