Cetera Investment Advisers’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	$7.28M	Buy	93,777 +9,469	+11%	+$703K	0.01%	1269
2025 Q4	$5.9M	Buy	84,308 +20,052	+31%	+$1.46M	0.01%	1354
2025 Q3	$4.71M	Buy	64,256 +27,660	+76%	+$1.99M	0.01%	1447
2025 Q2	$2.54M	Sell	36,596 -145	-0.4%	-$10.3K	﹤0.01%	1675
2025 Q1	$2.76M	Buy	36,741 +2,750	+8%	+$192K	0.01%	1515
2024 Q4	$2.27M	Buy	33,991 +2,440	+8%	+$168K	﹤0.01%	1563
2024 Q3	$2.23M	Buy	31,551 +3,701	+13%	+$243K	﹤0.01%	1555
2024 Q2	$1.66M	Buy	27,850 +1,631	+6%	+$98.7K	﹤0.01%	1715
2024 Q1	$1.58M	Buy	26,219 +20,056	+325%	+$1.16M	﹤0.01%	1730
2023 Q4	$358K	Buy	6,163 +873	+17%	+$48.8K	﹤0.01%	1680
2023 Q3	$281K	Sell	5,290 -418	-7%	-$24.2K	﹤0.01%	1775
2023 Q2	$335K	Buy	5,708 +44	+0.8%	+$2.65K	﹤0.01%	1669
2023 Q1	$348K	Sell	5,664 -709	-11%	-$43.6K	﹤0.01%	1620
2022 Q4	$404K	Buy	6,373 +2,869	+82%	+$170K	﹤0.01%	1491
2022 Q3	$204K	Buy	3,504 +76	+2%	+$5.11K	﹤0.01%	1494
2022 Q2	$231K	Sell	3,428 -311	-8%	-$21.5K	﹤0.01%	1587
2022 Q1	$262K	Buy	+3,739	New	+$243K	﹤0.01%	1554
2021 Q1	–	Sell	-3,442	Closed	-$210K	–	1617
2020 Q4	$210K	Buy	+3,442	New	+$215K	﹤0.01%	1426