Beacon Capital Management LLC (Tennessee)’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-197	Closed	-$13.6K	–	294
2025 Q2	$13.6K	Buy	197 +28	+17%	+$2K	﹤0.01%	567
2025 Q1	$12.7K	Buy	169 +1	+0.6%	+$70	﹤0.01%	571
2024 Q4	$11.2K	Sell	168 -17	-9%	-$1.17K	﹤0.01%	581
2024 Q3	$13.1K	Buy	185 +175	+1,750%	+$11.5K	﹤0.01%	580
2024 Q2	$600	Sell	10 -271	-96%	-$16.4K	﹤0.01%	985
2024 Q1	$17K	Sell	281 -1,083	-79%	-$62.8K	﹤0.01%	483
2023 Q4	$72.4K	Hold	1,364	–	–	0.02%	168
2023 Q3	$80.1K	Hold	1,364	–	–	0.02%	175
2023 Q2	$80.1K	Hold	1,364	–	–	0.02%	175
2023 Q1	$83.7K	Hold	1,364	–	–	0.02%	163
2022 Q4	$86.4K	Hold	1,364	–	–	0.03%	161
2022 Q3	$93K	Hold	1,364	–	–	0.03%	145
2022 Q2	$95K	Hold	1,364	–	–	0.02%	162
2022 Q1	$95K	Buy	+1,364	New	+$88.5K	0.02%	162