Freestone Grove Partners’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	–	Sell	-152,246	Closed	-$11.4M	–	699
2025 Q1	$11.4M	Buy	152,246 +138,401	+1,000%	+$10.4M	0.12%	222
2024 Q4	$923K	Buy	+13,845	New	+$923K	0.01%	307