Davenport & Co’s CMS Energy CMS Stock Holding History

Davenport & Co’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
2025 Q3	$317K	Buy
2025 Q2	$294K	Sell
2025 Q1	$338K	Buy
2024 Q4	$241K	Buy
2022 Q2	–	Sell
2022 Q1	$356K	Sell
2021 Q4	$385K	Sell
2021 Q3	$410K	Buy
2021 Q2	$403K	Buy
2021 Q1	$402K	Sell
2020 Q4	$546K	Buy