RIA Advisory Group’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,542	Closed	-$717K	–	135
2025 Q1	$717K	Buy	+9,542	New	+$717K	0.23%	70
2023 Q1	–	Sell	-6,440	Closed	-$408K	–	125
2022 Q4	$408K	Buy	+6,440	New	+$408K	0.24%	65