Wealthfront Advisers’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
171,626
-404
| -0.2% | -$28K | 0.03% | 194 |
|
|
2025
Q1 | $12.9M | Buy |
172,030
+21,011
| +14% | +$1.58M | 0.03% | 162 |
|
|
2024
Q4 | $10.1M | Buy |
151,019
+72,754
| +93% | +$4.85M | 0.03% | 184 |
|
|
2024
Q3 | $5.53M | Buy |
78,265
+6,048
| +8% | +$427K | 0.02% | 281 |
|
|
2024
Q2 | $4.3M | Buy |
72,217
+36,942
| +105% | +$2.2M | 0.01% | 309 |
|
|
2024
Q1 | $2.13M | Sell |
35,275
-143
| -0.4% | -$8.63K | 0.01% | 472 |
|
|
2023
Q4 | $2.06M | Buy |
35,418
+4,874
| +16% | +$283K | 0.01% | 456 |
|
|
2023
Q3 | $1.62M | Sell |
30,544
-8,941
| -23% | -$475K | 0.01% | 465 |
|
|
2023
Q2 | $2.32M | Sell |
39,485
-15,118
| -28% | -$888K | 0.01% | 391 |
|
|
2023
Q1 | $3.35M | Sell |
54,603
-8,765
| -14% | -$538K | 0.02% | 282 |
|
|
2022
Q4 | $4.01M | Sell |
63,368
-3,508
| -5% | -$222K | 0.02% | 242 |
|
|
2022
Q3 | $3.9M | Sell |
66,876
-6,944
| -9% | -$404K | 0.02% | 224 |
|
|
2022
Q2 | $4.98M | Sell |
73,820
-5,902
| -7% | -$398K | 0.03% | 187 |
|
|
2022
Q1 | $5.58M | Buy |
79,722
+5,465
| +7% | +$382K | 0.02% | 190 |
|
|
2021
Q4 | $4.83M | Buy |
74,257
+7,922
| +12% | +$515K | 0.02% | 200 |
|
|
2021
Q3 | $3.96M | Buy |
66,335
+15,671
| +31% | +$936K | 0.02% | 197 |
|
|
2021
Q2 | $2.99M | Buy |
50,664
+17,190
| +51% | +$1.02M | 0.01% | 219 |
|
|
2021
Q1 | $2.05M | Buy |
33,474
+15
| +0% | +$918 | 0.01% | 261 |
|
|
2020
Q4 | $2.04M | Sell |
33,459
-634
| -2% | -$38.7K | 0.01% | 228 |
|
|
2020
Q3 | $2.09M | Sell |
34,093
-365
| -1% | -$22.4K | 0.02% | 171 |
|
|
2020
Q2 | $2.01M | Sell |
34,458
-12,683
| -27% | -$741K | 0.02% | 166 |
|
|
2020
Q1 | $2.77M | Buy |
47,141
+2,311
| +5% | +$136K | 0.03% | 103 |
|
|
2019
Q4 | $2.82M | Sell |
44,830
-272
| -0.6% | -$17.1K | 0.02% | 127 |
|
|
2019
Q3 | $2.88M | Buy |
45,102
+704
| +2% | +$45K | 0.02% | 119 |
|
|
2019
Q2 | $2.57M | Sell |
44,398
-4,645
| -9% | -$269K | 0.02% | 128 |
|
|
2019
Q1 | $2.72M | Buy |
49,043
+8,995
| +22% | +$500K | 0.03% | 113 |
|
|
2018
Q4 | $1.99M | Buy |
+40,048
| New | +$1.99M | 0.02% | 126 |
|