Glen Eagle 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	$4.23K	Hold	61	–	–	﹤0.01%	756
2025 Q1	$4.58K	Hold	61	–	–	﹤0.01%	739
2024 Q4	$4.07K	Hold	61	–	–	﹤0.01%	770
2024 Q3	$4.31K	Hold	61	–	–	﹤0.01%	784
2024 Q2	$3.63K	Buy	+61	New	+$3.63K	﹤0.01%	803
2023 Q3	–	Sell	-100	Closed	-$5.88K	–	1037
2023 Q2	$5.88K	Hold	100	–	–	﹤0.01%	714
2023 Q1	$6.14K	Hold	100	–	–	﹤0.01%	686
2022 Q4	$6.33K	Sell	100 -16	-14%	-$1.01K	﹤0.01%	675
2022 Q3	$6.76K	Hold	116	–	–	﹤0.01%	656
2022 Q2	$7.83K	Hold	116	–	–	﹤0.01%	662
2022 Q1	$8.11K	Hold	116	–	–	﹤0.01%	658
2021 Q4	$7.55K	Hold	116	–	–	﹤0.01%	664
2021 Q3	$6.93K	Hold	116	–	–	﹤0.01%	765
2021 Q2	$6.85K	Sell	116 -194	-63%	-$11.5K	﹤0.01%	765
2021 Q1	$19K	Buy	310 +294	+1,838%	+$18K	0.01%	533
2020 Q4	$976	Hold	16	–	–	﹤0.01%	910
2020 Q3	$983	Hold	16	–	–	﹤0.01%	850
2020 Q2	$935	Hold	16	–	–	﹤0.01%	821
2020 Q1	$940	Hold	16	–	–	﹤0.01%	755
2019 Q4	$1.01K	Hold	16	–	–	﹤0.01%	829
2019 Q3	$1.02K	Hold	16	–	–	﹤0.01%	750
2019 Q2	$927	Hold	16	–	–	﹤0.01%	740
2019 Q1	$889	Hold	16	–	–	﹤0.01%	703
2018 Q4	$794	Hold	16	–	–	﹤0.01%	684
2018 Q3	$784	Hold	16	–	–	﹤0.01%	684
2018 Q2	$756	Hold	16	–	–	﹤0.01%	665
2018 Q1	$725	Hold	16	–	–	﹤0.01%	655
2017 Q4	$757	Hold	16	–	–	﹤0.01%	616
2017 Q3	$741	Hold	16	–	–	﹤0.01%	617
2017 Q2	$740	Hold	16	–	–	﹤0.01%	571
2017 Q1	$716	Hold	16	–	–	﹤0.01%	536
2016 Q4	$666	Buy	+16	New	+$666	﹤0.01%	528