Morningstar Investment Management’s CMS Energy CMS Stock Holding History

Morningstar Investment Management’s Portfolio CMS Stock Details CMS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$235K	Buy
2025 Q1	–	Sell
2024 Q4	$242K	Hold
2024 Q3	$253K	Buy
2024 Q2	$215K	Hold
2024 Q1	$218K	Hold
2023 Q4	$210K	Buy
2023 Q3	–	Sell
2023 Q2	$211K	Buy