Carrera Capital Advisors’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
$342K Sell
2025
Q2
$352K Hold
2025
Q1
$381K Hold
2024
Q4
$338K Hold
2024
Q3
$358K Buy