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McDonald Partners’s CMS Energy CMS Stock Holding History

McDonald Partners’s Portfolio CMS Stock Details CMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$269K Buy
3,863
+33
+0.9% +$2.29K 0.06% 219
2025
Q1 		$288K Buy
3,830
+448
+13% +$33.7K 0.08% 204
2024
Q4 		$225K Buy
+3,382
New +$225K 0.06% 220