Aaron Wealth Advisors’s CMS Energy CMS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
3,218
+17
+0.5% +$1.18K 0.02% 440
2025
Q1
$240K Buy
+3,201
New +$240K 0.03% 388
2022
Q2
Sell
-34,410
Closed -$492K 321
2022
Q1
$492K Buy
+34,410
New +$492K 0.01% 521