Cape Investment Advisory’s CMS Energy CMS Stock Holding History

Cape Investment Advisory’s Portfolio CMS Stock Details CMS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$2.24K	Buy
2025 Q3	$1.03K	Buy
2025 Q2	–	Sell
2025 Q1	$150	Sell
2024 Q4	$1K	Buy