Elevated Capital Advisors’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	$963K	Hold	12,819	–	–	0.27%	104
2025 Q1	$963K	Buy	12,819 +356	+3%	+$26.7K	0.27%	104
2024 Q4	$831K	Sell	12,463 -168	-1%	-$11.2K	0.23%	130
2024 Q3	$892K	Sell	12,631 -314	-2%	-$22.2K	0.24%	127
2024 Q2	$771K	Buy	+12,945	New	+$771K	0.22%	127