BWM
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Bernard Wealth Management’s CMS Energy CMS Stock Holding History

Bernard Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$66.6K Hold
962
– – 0.03% 111
2025
Q1 		$72.3K Buy
+962
New +$72.3K 0.04% 102