Morningstar Investment Services’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,290	Closed	-$302K	–	185
2024 Q3	$302K	Buy	4,290 +768	+22%	+$54.1K	﹤0.01%	344
2024 Q2	$211K	Buy	+3,522	New	+$211K	﹤0.01%	363
2024 Q1	–	Sell	-4,156	Closed	-$241K	–	364
2023 Q4	$241K	Buy	+4,156	New	+$241K	﹤0.01%	379