VeraBank’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 | $236K | Hold |
3,400
| – | – | 0.05% | 172 |
|
|
2025
Q1 | $255K | Hold |
3,400
| – | – | 0.07% | 130 |
|
|
2024
Q4 | $227K | Hold |
3,400
| – | – | 0.06% | 136 |
|
|
2024
Q3 | $240K | Hold |
3,400
| – | – | 0.07% | 135 |
|
|
2024
Q2 | $202K | Hold |
3,400
| – | – | 0.06% | 142 |
|
|
2024
Q1 | $205K | Buy |
+3,400
| New | +$205K | 0.06% | 143 |
|
|
2023
Q2 | – | Sell |
-3,400
| Closed | -$209K | – | 137 |
|
|
2023
Q1 | $209K | Hold |
3,400
| – | – | 0.1% | 132 |
|
|
2022
Q4 | $215K | Buy |
+3,400
| New | +$215K | 0.11% | 123 |
|
|
2022
Q3 | – | Sell |
-4,150
| Closed | -$280K | – | 122 |
|
|
2022
Q2 | $280K | Buy |
4,150
+750
| +22% | +$50.6K | 0.16% | 106 |
|
|
2022
Q1 | $238K | Hold |
3,400
| – | – | 0.12% | 118 |
|
|
2021
Q4 | $221K | Hold |
3,400
| – | – | 0.11% | 128 |
|
|
2021
Q3 | $203K | Hold |
3,400
| – | – | 0.12% | 125 |
|
|
2021
Q2 | $201K | Sell |
3,400
-500
| -13% | -$29.6K | 0.12% | 120 |
|
|
2021
Q1 | $239K | Sell |
3,900
-2,500
| -39% | -$153K | 0.16% | 106 |
|
|
2020
Q4 | $390K | Hold |
6,400
| – | – | 0.27% | 79 |
|
|
2020
Q3 | $393K | Hold |
6,400
| – | – | 0.3% | 75 |
|
|
2020
Q2 | $374K | Hold |
6,400
| – | – | 0.31% | 76 |
|
|
2020
Q1 | $376K | Buy |
6,400
+2,500
| +64% | +$147K | 0.36% | 68 |
|
|
2019
Q4 | $245K | Buy |
+3,900
| New | +$245K | 0.2% | 92 |
|