Vanguard Personalized Indexing 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 | $3M | Buy |
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|
2025
Q1 | $2.96M | Buy |
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|
2024
Q4 | $2.44M | Buy |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $945K | Sell |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $1.13M | Buy |
|
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|
2022
Q4 | $941K | Sell |
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|
2022
Q3 | $910K | Buy |
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|
2022
Q2 | $989K | Buy |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $556K | Buy |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $384K | Buy |
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