Richards, Merrill & Peterson’s CMS Energy CMS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-484	Closed	-$36.4K	–	249
2025 Q1	$36.4K	Sell	484 -44	-8%	-$3.31K	0.02%	281
2024 Q4	$35.2K	Buy	+528	New	+$35.2K	0.02%	274