PMWMG

Parr McKnight Wealth Management Group’s CMS Energy CMS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.36M	Buy	33,997 +2,575	+8%	+$178K	0.32%	101
2025 Q1	$2.36M	Buy	31,422 +1,154	+4%	+$86.7K	0.34%	100
2024 Q4	$2.02M	Buy	+30,268	New	+$2.02M	0.29%	97