iA Global Asset Management’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$103M	Hold	1,323,167	–	–	1.45%	13
2025 Q4	$92.5M	Buy	1,323,167 +30,000	+2%	+$2.18M	1.18%	16
2025 Q3	$94.7M	Sell	1,293,167 -68,782	-5%	-$4.94M	1.3%	15
2025 Q2	$94.4M	Sell	1,361,949 -59,608	-4%	-$4.25M	1.42%	15
2025 Q1	$107M	Sell	1,421,557 -177,434	-11%	-$12.4M	1.84%	14
2024 Q4	$107M	Buy	1,598,991 +46,259	+3%	+$3.18M	1.87%	12
2024 Q3	$110M	Sell	1,552,732 -3,166	-0.2%	-$208K	1.93%	10
2024 Q2	$92.6M	Buy	1,555,898 +791,664	+104%	+$47.9M	1.77%	15
2024 Q1	$46.1M	Sell	764,234 -6,455	-0.8%	-$374K	0.94%	19
2023 Q4	$44.8M	Buy	770,689 +189,874	+33%	+$10.6M	1.03%	19
2023 Q3	$30.8M	Buy	580,815 +431,184	+288%	+$25M	0.81%	27
2023 Q2	$8.79M	Buy	+149,631	New	+$9.03M	0.23%	83