Barnes Pettey Financial Advisors’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	–	Sell	-2,700	Closed	-$203K	–	111
2025 Q1	$203K	Buy	+2,700	New	+$203K	0.16%	98