SC
Stephens Consulting’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
4,219
-7
| -0.2% | -$485 | 0.07% | 81 |
|
|
2025
Q1 | $317K | Sell |
4,226
-101
| -2% | -$7.59K | 0.08% | 76 |
|
|
2024
Q4 | $288K | Buy |
4,327
+225
| +5% | +$15K | 0.07% | 81 |
|
|
2024
Q3 | $290K | Buy |
4,102
+343
| +9% | +$24.2K | 0.07% | 75 |
|
|
2024
Q2 | $224K | Buy |
3,759
+6
| +0.2% | +$357 | 0.06% | 78 |
|
|
2024
Q1 | $226K | Hold |
3,753
| – | – | 0.07% | 75 |
|
|
2023
Q4 | $218K | Sell |
3,753
-293
| -7% | -$17K | 0.07% | 74 |
|
|
2023
Q3 | $215K | Buy |
4,046
+9
| +0.2% | +$478 | 0.09% | 73 |
|
|
2023
Q2 | $237K | Buy |
4,037
+6
| +0.1% | +$352 | 0.09% | 70 |
|
|
2023
Q1 | $247K | Buy |
4,031
+6
| +0.1% | +$368 | 0.15% | 69 |
|
|
2022
Q4 | $255K | Buy |
4,025
+5
| +0.1% | +$317 | 0.17% | 62 |
|
|
2022
Q3 | $234K | Buy |
4,020
+5
| +0.1% | +$291 | 0.21% | 63 |
|
|
2022
Q2 | $271K | Buy |
4,015
+4
| +0.1% | +$270 | 0.22% | 55 |
|
|
2022
Q1 | $281K | Buy |
4,011
+5
| +0.1% | +$350 | 0.23% | 61 |
|
|
2021
Q4 | $261K | Buy |
+4,006
| New | +$261K | 0.22% | 75 |
|