EWM
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Empirical Wealth Management’s CMS Energy CMS Stock Holding History

Empirical Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$417K Buy
6,025
+1,610
+36% +$112K 0.01% 455
2025
Q1 		$332K Buy
4,415
+1,234
+39% +$92.7K 0.01% 487
2024
Q4 		$212K Buy
+3,181
New +$212K 0.01% 566