OneDigital Investment Advisors’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$217K	Sell	2,797 -522	-16%	-$38.7K	﹤0.01%	1364
2025 Q4	$232K	Sell	3,319 -49	-1%	-$3.56K	﹤0.01%	1362
2025 Q3	$247K	Sell	3,368 -437	-11%	-$31.4K	﹤0.01%	1308
2025 Q2	$264K	Sell	3,805 -147	-4%	-$10.5K	﹤0.01%	1234
2025 Q1	$297K	Buy	3,952 +738	+23%	+$51.5K	﹤0.01%	1110
2024 Q4	$214K	Sell	3,214 -411	-11%	-$28.3K	﹤0.01%	1298
2024 Q3	$256K	Buy	3,625 +187	+5%	+$12.3K	﹤0.01%	1238
2024 Q2	$205K	Buy	+3,438	New	+$208K	﹤0.01%	1292
2019 Q3	–	Sell	-457	Closed	-$26K	–	664
2019 Q2	$26K	Hold	457	–	–	﹤0.01%	731
2019 Q1	$25K	Sell	457 -600	-57%	-$31.6K	﹤0.01%	667
2018 Q4	$52K	Buy	1,057 +600	+131%	+$30.3K	0.01%	450
2018 Q3	$22K	Hold	457	–	–	0.01%	633
2018 Q2	$22K	Buy	457 +54	+13%	+$2.44K	﹤0.01%	773
2018 Q1	$18K	Buy	+403	New	+$17.7K	﹤0.01%	849