Beacon Pointe Advisors’s CMS Energy CMS Stock Holding History

Beacon Pointe Advisors’s Portfolio CMS Stock Details CMS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Buy
2023 Q2	–	Sell
2023 Q1	$213K	Buy
2022 Q4	$204K	Sell
2022 Q3	$234K	Buy
2022 Q2	$251K	Sell
2022 Q1	$270K	Buy
2021 Q4	$205K	Sell
2021 Q3	$325K	Buy
2021 Q2	$270K	Buy