Sage Mountain Advisors’s CMS Energy CMS Stock Holding History

Sage Mountain Advisors’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	$292K	Buy
2025 Q1	$252K	Buy
2024 Q4	$214K	Sell
2024 Q3	$267K	Buy