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Principia Wealth Advisory’s CMS Energy CMS Stock Holding History

Principia Wealth Advisory’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$901 Buy
13
+5
+63% +$347 ﹤0.01% 598
2025
Q1 		$569 Hold
8
– – ﹤0.01% 533
2024
Q4 		$533 Buy
+8
New +$533 ﹤0.01% 522