JNBA Financial 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	$20.8K	Hold	300	–	–	﹤0.01%	389
2025 Q1	$22.5K	Hold	300	–	–	﹤0.01%	366
2024 Q4	$20K	Hold	300	–	–	﹤0.01%	388
2024 Q3	$21.2K	Hold	300	–	–	﹤0.01%	384
2024 Q2	$17.9K	Hold	300	–	–	﹤0.01%	396
2024 Q1	$18.1K	Hold	300	–	–	﹤0.01%	403
2023 Q4	$17.4K	Hold	300	–	–	﹤0.01%	407
2023 Q3	$15.9K	Hold	300	–	–	﹤0.01%	413
2023 Q2	$17.6K	Hold	300	–	–	﹤0.01%	399
2023 Q1	$18.4K	Hold	300	–	–	﹤0.01%	403
2022 Q4	$19K	Hold	300	–	–	﹤0.01%	380
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	394
2022 Q2	$20K	Hold	300	–	–	﹤0.01%	388
2022 Q1	$21K	Hold	300	–	–	﹤0.01%	394
2021 Q4	$20K	Hold	300	–	–	﹤0.01%	416
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	428
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	412
2021 Q1	$18K	Hold	300	–	–	﹤0.01%	394
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	374
2020 Q3	$18K	Hold	300	–	–	﹤0.01%	354
2020 Q2	$18K	Hold	300	–	–	﹤0.01%	337
2020 Q1	$18K	Hold	300	–	–	﹤0.01%	313
2019 Q4	$19K	Hold	300	–	–	﹤0.01%	353
2019 Q3	$19K	Sell	300 -150	-33%	-$9.5K	﹤0.01%	337
2019 Q2	$26K	Buy	450 +150	+50%	+$8.67K	0.01%	306
2019 Q1	$17K	Hold	300	–	–	﹤0.01%	342
2018 Q4	$15K	Buy	+300	New	+$15K	﹤0.01%	331
2018 Q3	–	Sell	-300	Closed	-$14K	–	528
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	353
2018 Q1	$14K	Hold	300	–	–	﹤0.01%	341
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	343
2017 Q3	$14K	Hold	300	–	–	﹤0.01%	331
2017 Q2	$14K	Hold	300	–	–	﹤0.01%	325
2017 Q1	$13K	Buy	+300	New	+$13K	﹤0.01%	335
2016 Q4	–	Sell	-678	Closed	-$28K	–	652
2016 Q3	$28K	Buy	+678	New	+$28K	﹤0.01%	700
2014 Q1	–	Sell	-670	Closed	-$18K	–	478
2013 Q4	$18K	Hold	670	–	–	0.01%	255
2013 Q3	$18K	Buy	+670	New	+$18K	0.01%	243