Cornerstone Planning Group’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	$9.74K	Buy	131 +40	+44%	+$2.97K	﹤0.01%	897
2025 Q4	$6.53K	Sell	91 -4	-4%	-$291	﹤0.01%	899
2025 Q3	$6.96K	Sell	95 -1	-1%	-$72	﹤0.01%	863
2025 Q2	$7.12K	Buy	96 +26	+37%	+$1.85K	﹤0.01%	637
2025 Q1	$5.14K	Buy	70 +15	+27%	+$1.05K	﹤0.01%	726
2024 Q4	$3.69K	Buy	55 +5	+10%	+$344	﹤0.01%	645
2024 Q3	$3.48K	Buy	50 +6	+14%	+$394	﹤0.01%	650
2024 Q2	$2.84K	Buy	44 +1	+2%	+$61	﹤0.01%	693
2024 Q1	$2.65K	Buy	43 +11	+34%	+$638	﹤0.01%	615
2023 Q4	$1.86K	Sell	32 -8	-20%	-$447	﹤0.01%	651
2023 Q3	$2.12K	Hold	40	–	–	﹤0.01%	647
2023 Q2	$2.35K	Buy	+40	New	+$2.41K	﹤0.01%	1114
2022 Q4	$4.16K	Buy	+68	New	+$4.02K	﹤0.01%	968