Vanguard Personalized Indexing Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
43,250
+3,907
| +10% | +$271K | 0.03% | 439 |
|
|
2025
Q1 | $2.96M | Buy |
39,343
+2,674
| +7% | +$201K | 0.04% | 366 |
|
|
2024
Q4 | $2.44M | Buy |
36,669
+5,434
| +17% | +$362K | 0.04% | 416 |
|
|
2024
Q3 | $2.21M | Buy |
31,235
+4,292
| +16% | +$303K | 0.04% | 441 |
|
|
2024
Q2 | $1.6M | Buy |
26,943
+2,001
| +8% | +$119K | 0.03% | 484 |
|
|
2024
Q1 | $1.51M | Buy |
24,942
+4,302
| +21% | +$260K | 0.03% | 476 |
|
|
2023
Q4 | $1.2M | Buy |
20,640
+2,852
| +16% | +$166K | 0.03% | 542 |
|
|
2023
Q3 | $945K | Sell |
17,788
-4,867
| -21% | -$258K | 0.03% | 585 |
|
|
2023
Q2 | $1.33M | Buy |
22,655
+4,308
| +23% | +$253K | 0.04% | 446 |
|
|
2023
Q1 | $1.13M | Buy |
18,347
+3,494
| +24% | +$214K | 0.04% | 470 |
|
|
2022
Q4 | $941K | Sell |
14,853
-770
| -5% | -$48.8K | 0.04% | 534 |
|
|
2022
Q3 | $910K | Buy |
15,623
+977
| +7% | +$56.9K | 0.04% | 518 |
|
|
2022
Q2 | $989K | Buy |
14,646
+4,303
| +42% | +$291K | 0.05% | 472 |
|
|
2022
Q1 | $723K | Buy |
10,343
+1,789
| +21% | +$125K | 0.04% | 638 |
|
|
2021
Q4 | $556K | Buy |
8,554
+1,130
| +15% | +$73.4K | 0.03% | 662 |
|
|
2021
Q3 | $443K | Sell |
7,424
-18
| -0.2% | -$1.07K | 0.04% | 583 |
|
|
2021
Q2 | $440K | Buy |
7,442
+1,171
| +19% | +$69.2K | 0.05% | 544 |
|
|
2021
Q1 | $384K | Buy |
+6,271
| New | +$384K | 0.06% | 410 |
|