William Blair & Company’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 | $347K | Sell |
5,015
-42
| -0.8% | -$2.91K | ﹤0.01% | 1208 |
|
|
2025
Q1 | $380K | Sell |
5,057
-547
| -10% | -$41.1K | ﹤0.01% | 1172 |
|
|
2024
Q4 | $374K | Sell |
5,604
-48
| -0.8% | -$3.2K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $399K | Buy |
5,652
+223
| +4% | +$15.8K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $323K | Sell |
5,429
-547
| -9% | -$32.6K | ﹤0.01% | 1243 |
|
|
2024
Q1 | $361K | Sell |
5,976
-29
| -0.5% | -$1.75K | ﹤0.01% | 1188 |
|
|
2023
Q4 | $349K | Sell |
6,005
-902
| -13% | -$52.4K | ﹤0.01% | 1185 |
|
|
2023
Q3 | $367K | Buy |
6,907
+546
| +9% | +$29K | ﹤0.01% | 1150 |
|
|
2023
Q2 | $374K | Sell |
6,361
-444
| -7% | -$26.1K | ﹤0.01% | 1163 |
|
|
2023
Q1 | $418K | Buy |
6,805
+555
| +9% | +$34.1K | ﹤0.01% | 1110 |
|
|
2022
Q4 | $396K | Sell |
6,250
-957
| -13% | -$60.6K | ﹤0.01% | 1117 |
|
|
2022
Q3 | $420K | Buy |
7,207
+439
| +6% | +$25.6K | ﹤0.01% | 1105 |
|
|
2022
Q2 | $457K | Buy |
6,768
+207
| +3% | +$14K | ﹤0.01% | 1096 |
|
|
2022
Q1 | $459K | Buy |
6,561
+168
| +3% | +$11.8K | ﹤0.01% | 1187 |
|
|
2021
Q4 | $416K | Buy |
6,393
+2,058
| +47% | +$134K | ﹤0.01% | 1287 |
|
|
2021
Q3 | $259K | Sell |
4,335
-2
| -0% | -$119 | ﹤0.01% | 1386 |
|
|
2021
Q2 | $256K | Sell |
4,337
-16
| -0.4% | -$944 | ﹤0.01% | 1408 |
|
|
2021
Q1 | $266K | Sell |
4,353
-1,049
| -19% | -$64.1K | ﹤0.01% | 1375 |
|
|
2020
Q4 | $330K | Buy |
5,402
+698
| +15% | +$42.6K | ﹤0.01% | 1220 |
|
|
2020
Q3 | $289K | Sell |
4,704
-153
| -3% | -$9.4K | ﹤0.01% | 1156 |
|
|
2020
Q2 | $284K | Sell |
4,857
-1,355
| -22% | -$79.2K | ﹤0.01% | 1114 |
|
|
2020
Q1 | $365K | Buy |
6,212
+441
| +8% | +$25.9K | ﹤0.01% | 959 |
|
|
2019
Q4 | $363K | Sell |
5,771
-184
| -3% | -$11.6K | ﹤0.01% | 1109 |
|
|
2019
Q3 | $381K | Buy |
5,955
+1,785
| +43% | +$114K | ﹤0.01% | 1034 |
|
|
2019
Q2 | $241K | Buy |
4,170
+5
| +0.1% | +$289 | ﹤0.01% | 1231 |
|
|
2019
Q1 | $231K | Buy |
+4,165
| New | +$231K | ﹤0.01% | 1248 |
|
|
2015
Q3 | – | Sell |
-40,840
| Closed | -$1.3M | – | 1416 |
|
|
2015
Q2 | $1.3M | Sell |
40,840
-1,214
| -3% | -$38.6K | ﹤0.01% | 1502 |
|
|
2015
Q1 | $1.47M | Sell |
42,054
-1,420
| -3% | -$49.6K | ﹤0.01% | 1426 |
|
|
2014
Q4 | $1.51M | Sell |
43,474
-17,545
| -29% | -$610K | ﹤0.01% | 1361 |
|
|
2014
Q3 | $1.81M | Sell |
61,019
-490
| -0.8% | -$14.5K | ﹤0.01% | 1293 |
|
|
2014
Q2 | $1.92M | Sell |
61,509
-569
| -0.9% | -$17.7K | ﹤0.01% | 1252 |
|
|
2014
Q1 | $1.82M | Sell |
62,078
-790
| -1% | -$23.1K | ﹤0.01% | 1232 |
|
|
2013
Q4 | $1.68M | Buy |
62,868
+13,900
| +28% | +$372K | ﹤0.01% | 1227 |
|
|
2013
Q3 | $1.29M | Buy |
48,968
+20,947
| +75% | +$551K | ﹤0.01% | 1265 |
|
|
2013
Q2 | $761K | Buy |
+28,021
| New | +$761K | ﹤0.01% | 1371 |
|