Stifel Financial’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.58M | Sell |
59,044
-14,390
| -20% | -$1.07M | ﹤0.01% | 1400 |
|
|
2025
Q4 | $5.14M | Sell |
73,434
-3,014
| -4% | -$219K | ﹤0.01% | 1320 |
|
|
2025
Q3 | $5.6M | Sell |
76,448
-3,213
| -4% | -$231K | 0.01% | 1233 |
|
|
2025
Q2 | $5.52M | Buy |
79,661
+2,799
| +4% | +$199K | 0.01% | 1203 |
|
|
2025
Q1 | $5.77M | Buy |
76,862
+6,379
| +9% | +$445K | 0.01% | 1110 |
|
|
2024
Q4 | $4.7M | Sell |
70,483
-20,446
| -22% | -$1.41M | ﹤0.01% | 1237 |
|
|
2024
Q3 | $6.42M | Sell |
90,929
-820
| -0.9% | -$53.8K | 0.01% | 1062 |
|
|
2024
Q2 | $5.46M | Buy |
91,749
+2,614
| +3% | +$158K | 0.01% | 1081 |
|
|
2024
Q1 | $5.38M | Sell |
89,135
-12,502
| -12% | -$725K | 0.01% | 1103 |
|
|
2023
Q4 | $5.9M | Sell |
101,637
-1,935
| -2% | -$108K | 0.01% | 1019 |
|
|
2023
Q3 | $5.5M | Buy |
103,572
+9,966
| +11% | +$577K | 0.01% | 988 |
|
|
2023
Q2 | $5.5M | Sell |
93,606
-1,651
| -2% | -$99.6K | 0.01% | 982 |
|
|
2023
Q1 | $5.85M | Sell |
95,257
-9,322
| -9% | -$573K | 0.01% | 927 |
|
|
2022
Q4 | $6.62M | Buy |
104,579
+1,596
| +2% | +$94.4K | 0.01% | 851 |
|
|
2022
Q3 | $6M | Sell |
102,983
-588
| -0.6% | -$39.6K | 0.01% | 858 |
|
|
2022
Q2 | $6.99M | Buy |
103,571
+2,627
| +3% | +$181K | 0.01% | 801 |
|
|
2022
Q1 | $7.06M | Buy |
100,944
+5,188
| +5% | +$337K | 0.01% | 876 |
|
|
2021
Q4 | $6.23M | Sell |
95,756
-6,430
| -6% | -$395K | 0.01% | 953 |
|
|
2021
Q3 | $6.1M | Sell |
102,186
-3,025
| -3% | -$189K | 0.01% | 912 |
|
|
2021
Q2 | $6.21M | Buy |
105,211
+918
| +0.9% | +$57.1K | 0.01% | 909 |
|
|
2021
Q1 | $6.38M | Buy |
104,293
+6,061
| +6% | +$348K | 0.01% | 843 |
|
|
2020
Q4 | $5.99M | Sell |
98,232
-1,230
| -1% | -$76.9K | 0.01% | 802 |
|
|
2020
Q3 | $6.11M | Sell |
99,462
-6,642
| -6% | -$407K | 0.01% | 704 |
|
|
2020
Q2 | $6.2M | Buy |
106,104
+5,317
| +5% | +$308K | 0.01% | 660 |
|
|
2020
Q1 | $5.91M | Buy |
100,787
+25,338
| +34% | +$1.62M | 0.02% | 611 |
|
|
2019
Q4 | $4.74M | Buy |
75,449
+14,261
| +23% | +$889K | 0.01% | 909 |
|
|
2019
Q3 | $3.9M | Buy |
61,188
+8,651
| +16% | +$525K | 0.01% | 942 |
|
|
2019
Q2 | $3.02M | Buy |
52,537
+5,405
| +11% | +$303K | 0.01% | 1077 |
|
|
2019
Q1 | $2.6M | Buy |
47,132
+9,307
| +25% | +$491K | 0.01% | 1106 |
|
|
2018
Q4 | $1.88M | Sell |
37,825
-2,629
| -6% | -$133K | 0.01% | 1178 |
|
|
2018
Q3 | $1.98M | Buy |
40,454
+9,698
| +32% | +$473K | 0.01% | 1275 |
|
|
2018
Q2 | $1.46M | Sell |
30,756
-2,416
| -7% | -$109K | ﹤0.01% | 1390 |
|
|
2018
Q1 | $1.5M | Buy |
33,172
+5,788
| +21% | +$254K | ﹤0.01% | 1320 |
|
|
2017
Q4 | $1.29M | Sell |
27,384
-4,173
| -13% | -$202K | ﹤0.01% | 1362 |
|
|
2017
Q3 | $1.46M | Sell |
31,557
-28,868
| -48% | -$1.36M | 0.01% | 1286 |
|
|
2017
Q2 | $2.8M | Buy |
60,425
+760
| +1% | +$35.1K | 0.01% | 949 |
|
|
2017
Q1 | $2.67M | Buy |
59,665
+811
| +1% | +$35.1K | 0.01% | 968 |
|
|
2016
Q4 | $2.45M | Sell |
58,854
-31,861
| -35% | -$1.3M | 0.01% | 956 |
|
|
2016
Q3 | $3.81M | Buy |
90,715
+50,581
| +126% | +$2.21M | 0.02% | 739 |
|
|
2016
Q2 | $1.84M | Buy |
40,134
+570
| +1% | +$23.9K | 0.01% | 1037 |
|
|
2016
Q1 | $1.68M | Sell |
39,564
-1,014
| -2% | -$39.7K | 0.01% | 999 |
|
|
2015
Q4 | $1.47M | Buy |
40,578
+1,042
| +3% | +$37.1K | 0.01% | 1112 |
|
|
2015
Q3 | $1.4M | Buy |
39,536
+2,742
| +7% | +$92.5K | 0.01% | 1076 |
|
|
2015
Q2 | $1.17M | Buy |
36,794
+3,079
| +9% | +$103K | 0.01% | 1286 |
|
|
2015
Q1 | $1.18M | Sell |
33,715
-270
| -0.8% | -$9.59K | 0.01% | 1206 |
|
|
2014
Q4 | $1.18M | Buy |
33,985
+2,176
| +7% | +$71.1K | 0.01% | 1183 |
|
|
2014
Q3 | $943K | Buy |
31,809
+3,900
| +14% | +$116K | 0.01% | 1164 |
|
|
2014
Q2 | $869K | Sell |
27,909
-163,158
| -85% | -$4.86M | 0.01% | 1188 |
|
|
2014
Q1 | $5.59M | Buy |
+191,067
| New | +$5.29M | 0.05% | 405 |
|
Other funds holding CMS
VCM
VPM
