Legacy Capital Group California’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	$640K	Buy	9,241 +1,163	+14%	+$80.6K	0.18%	149
2025 Q1	$607K	Sell	8,078 -210	-3%	-$15.8K	0.21%	138
2024 Q4	$552K	Buy	+8,288	New	+$552K	0.17%	162