Focus Partners Wealth’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
$2.65M Buy
38,196
+5,043
+15% +$349K 0.01% 825
2025
Q1
$2.49M Buy
33,153
+1,415
+4% +$106K 0.01% 792
2024
Q4
$2.12M Buy
31,738
+6,016
+23% +$401K 0.01% 812
2024
Q3
$1.82M Buy
+25,722
New +$1.82M 0.01% 778