Heritage Wealth Advisors’s CMS Energy CMS Stock Holding History

Heritage Wealth Advisors’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 Q2	$27.7K	Hold
2025 Q1	$30K	Hold
2024 Q4	$26.7K	Hold
2024 Q3	$28.3K	Hold
2024 Q2	$23.8K	Hold
2024 Q1	$24.1K	Hold
2023 Q4	$23.2K	Buy
2020 Q1	–	Sell
2019 Q4	$1.45K	Buy