Private Wealth Management Group’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
Q3
$1.83K Hold
2025
Q2
$1.73K Buy
2025
Q1
$1.8K Hold
2024
Q4
$1.6K Hold
2024
Q3
$1.7K Buy
2024
Q2
$1.31K Hold
2024
Q1
$1.33K Hold
2023
Q4
$1.28K Buy