First Heartland Consultants’s CMS Energy CMS Stock Holding History

First Heartland Consultants’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$241K	Sell
2025 Q2	$228K	Buy
2023 Q4	–	Sell
2023 Q3	$239K	Buy
2023 Q2	$264K	Buy
2023 Q1	$273K	Buy
2022 Q4	$279K	Sell
2022 Q3	$265	Buy
2022 Q2	$316K	Buy
2022 Q1	$323K	Buy