Wealth Enhancement Advisory Services’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
30,873
+2,093
| +7% | +$147K | ﹤0.01% | 1313 |
|
|
2025
Q1 | $2.16M | Sell |
28,780
-32,687
| -53% | -$2.46M | ﹤0.01% | 1203 |
|
|
2024
Q4 | $4.1M | Sell |
61,467
-52,369
| -46% | -$3.49M | 0.01% | 871 |
|
|
2024
Q3 | $8.04M | Buy |
113,836
+90,575
| +389% | +$6.4M | 0.02% | 586 |
|
|
2024
Q2 | $1.38M | Buy |
23,261
+6,247
| +37% | +$372K | ﹤0.01% | 1144 |
|
|
2024
Q1 | $1.03M | Sell |
17,014
-1,402
| -8% | -$84.6K | ﹤0.01% | 1224 |
|
|
2023
Q4 | $1.07M | Sell |
18,416
-252
| -1% | -$14.6K | ﹤0.01% | 1147 |
|
|
2023
Q3 | $991K | Buy |
+18,668
| New | +$991K | ﹤0.01% | 1096 |
|
|
2022
Q4 | – | Sell |
-22,502
| Closed | -$1.24M | – | 330 |
|
|
2022
Q3 | $1.24M | Buy |
+22,502
| New | +$1.24M | 0.02% | 220 |
|
|
2021
Q4 | – | Sell |
-18,524
| Closed | -$1.12M | – | 305 |
|
|
2021
Q3 | $1.12M | Buy |
+18,524
| New | +$1.12M | 0.02% | 204 |
|