Boyd Watterson Asset Management’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.03K	Hold	39	–	–	﹤0.01%	332
2025 Q4	$2.73K	Hold	39	–	–	﹤0.01%	361
2025 Q3	$2.86K	Hold	39	–	–	﹤0.01%	361
2025 Q2	$2.7K	Hold	39	–	–	﹤0.01%	368
2025 Q1	$2.93K	Hold	39	–	–	﹤0.01%	367
2024 Q4	$2.6K	Hold	39	–	–	﹤0.01%	383
2024 Q3	$2.75K	Hold	39	–	–	﹤0.01%	383
2024 Q2	$2.32K	Hold	39	–	–	﹤0.01%	395
2024 Q1	$2.35K	Hold	39	–	–	﹤0.01%	391
2023 Q4	$2.27K	Hold	39	–	–	﹤0.01%	376
2023 Q3	$2.07K	Hold	39	–	–	﹤0.01%	376
2023 Q2	$2.29K	Hold	39	–	–	﹤0.01%	373
2023 Q1	$2.39K	Hold	39	–	–	﹤0.01%	369
2022 Q4	$2.47K	Buy	+39	New	+$2.31K	﹤0.01%	367