Rothschild Investment LLC’s CMS Energy CMS Stock Holding History

Rothschild Investment LLC’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$110K	Sell
2025 Q1	$123K	Buy
2024 Q4	$107K	Buy
2024 Q3	$113K	Buy
2024 Q2	$92K	Buy
2024 Q1	$89.6K	Sell
2023 Q4	$91K	Buy