Principal Securities’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$173K Buy
2025
Q1
$130K Hold
2024
Q4
$130K Buy
2024
Q3
$104K Buy
2024
Q2
$72.4K Buy
2024
Q1
$55.7K Sell
2023
Q4
$61.4K Buy