CBIZ Investment Advisory Services’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.49K	Buy	+36	New	+$2.49K	﹤0.01%	525
2024 Q4	–	Sell	-7	Closed	-$494	–	485
2024 Q3	$494	Buy	+7	New	+$494	﹤0.01%	389