United Capital Financial Advisors’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 | $643K | Sell |
9,285
-309
| -3% | -$21.4K | 0.01% | 714 |
|
|
2025
Q1 | $721K | Buy |
9,594
+199
| +2% | +$14.9K | 0.01% | 636 |
|
|
2024
Q4 | $626K | Buy |
9,395
+385
| +4% | +$25.7K | 0.01% | 672 |
|
|
2024
Q3 | $636K | Buy |
9,010
+498
| +6% | +$35.2K | 0.01% | 664 |
|
|
2024
Q2 | $507K | Buy |
8,512
+662
| +8% | +$39.4K | ﹤0.01% | 704 |
|
|
2024
Q1 | $474K | Buy |
7,850
+436
| +6% | +$26.3K | ﹤0.01% | 743 |
|
|
2023
Q4 | $431K | Buy |
+7,414
| New | +$431K | ﹤0.01% | 761 |
|
|
2023
Q1 | – | Sell |
-4,303
| Closed | -$273K | – | 976 |
|
|
2022
Q4 | $273K | Buy |
4,303
+706
| +20% | +$44.7K | ﹤0.01% | 906 |
|
|
2022
Q3 | $209K | Sell |
3,597
-138
| -4% | -$8.02K | ﹤0.01% | 1011 |
|
|
2022
Q2 | $252K | Buy |
3,735
+223
| +6% | +$15K | ﹤0.01% | 989 |
|
|
2022
Q1 | $246K | Sell |
3,512
-145
| -4% | -$10.2K | ﹤0.01% | 1051 |
|
|
2021
Q4 | $238K | Sell |
3,657
-436
| -11% | -$28.4K | ﹤0.01% | 1092 |
|
|
2021
Q3 | $244K | Buy |
4,093
+1
| +0% | +$60 | ﹤0.01% | 1079 |
|
|
2021
Q2 | $242K | Sell |
4,092
-93
| -2% | -$5.5K | ﹤0.01% | 1082 |
|
|
2021
Q1 | $256K | Sell |
4,185
-1,104
| -21% | -$67.5K | ﹤0.01% | 1029 |
|
|
2020
Q4 | $323K | Buy |
5,289
+66
| +1% | +$4.03K | ﹤0.01% | 965 |
|
|
2020
Q3 | $321K | Sell |
5,223
-55
| -1% | -$3.38K | ﹤0.01% | 935 |
|
|
2020
Q2 | $308K | Buy |
5,278
+204
| +4% | +$11.9K | ﹤0.01% | 987 |
|
|
2020
Q1 | $298K | Sell |
5,074
-2,315
| -31% | -$136K | ﹤0.01% | 968 |
|
|
2019
Q4 | $464K | Buy |
7,389
+2,013
| +37% | +$126K | ﹤0.01% | 1008 |
|
|
2019
Q3 | $344K | Sell |
5,376
-3,352
| -38% | -$214K | ﹤0.01% | 1033 |
|
|
2019
Q2 | $505K | Buy |
8,728
+1,637
| +23% | +$94.7K | ﹤0.01% | 1036 |
|
|
2019
Q1 | $394K | Buy |
7,091
+686
| +11% | +$38.1K | ﹤0.01% | 1038 |
|
|
2018
Q4 | $318K | Buy |
6,405
+97
| +2% | +$4.82K | ﹤0.01% | 1043 |
|
|
2018
Q3 | $309K | Buy |
6,308
+40
| +0.6% | +$1.96K | ﹤0.01% | 1098 |
|
|
2018
Q2 | $296K | Sell |
6,268
-1,245
| -17% | -$58.8K | ﹤0.01% | 1082 |
|
|
2018
Q1 | $340K | Buy |
+7,513
| New | +$340K | ﹤0.01% | 1052 |
|
|
2016
Q4 | – | Sell |
-6,809
| Closed | -$286K | – | 1261 |
|
|
2016
Q3 | $286K | Sell |
6,809
-1,251
| -16% | -$52.5K | ﹤0.01% | 1090 |
|
|
2016
Q2 | $371K | Sell |
8,060
-362
| -4% | -$16.7K | ﹤0.01% | 984 |
|
|
2016
Q1 | $357K | Sell |
8,422
-53
| -0.6% | -$2.25K | ﹤0.01% | 955 |
|
|
2015
Q4 | $306K | Sell |
8,475
-1,321
| -13% | -$47.7K | ﹤0.01% | 1011 |
|
|
2015
Q3 | $346K | Sell |
9,796
-877
| -8% | -$31K | ﹤0.01% | 1016 |
|
|
2015
Q2 | $340K | Buy |
10,673
+838
| +9% | +$26.7K | ﹤0.01% | 1045 |
|
|
2015
Q1 | $334K | Sell |
9,835
-411
| -4% | -$14K | ﹤0.01% | 1037 |
|
|
2014
Q4 | $356K | Buy |
10,246
+2,104
| +26% | +$73.1K | 0.01% | 918 |
|
|
2014
Q3 | $241K | Buy |
+8,142
| New | +$241K | ﹤0.01% | 985 |
|
|
2014
Q2 | – | Sell |
-8,222
| Closed | -$241K | – | 814 |
|
|
2014
Q1 | $241K | Sell |
8,222
-185
| -2% | -$5.42K | 0.01% | 835 |
|
|
2013
Q4 | $225K | Sell |
8,407
-118
| -1% | -$3.16K | 0.01% | 579 |
|
|
2013
Q3 | $224K | Sell |
8,525
-1,843
| -18% | -$48.4K | 0.01% | 612 |
|
|
2013
Q2 | $282K | Buy |
+10,368
| New | +$282K | 0.01% | 610 |
|