SAG
SageView Advisory Group’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
3,797
+31
| +0.8% | +$2.21K | 0.01% | 525 |
|
|
2025
Q1 | $283K | Buy |
3,766
+4
| +0.1% | +$300 | 0.01% | 485 |
|
|
2024
Q4 | $251K | Buy |
3,762
+249
| +7% | +$16.6K | 0.01% | 504 |
|
|
2024
Q3 | $248K | Sell |
3,513
-71
| -2% | -$5.02K | 0.01% | 445 |
|
|
2024
Q2 | $213K | Buy |
3,584
+234
| +7% | +$13.9K | 0.01% | 524 |
|
|
2024
Q1 | $202K | Sell |
3,350
-221
| -6% | -$13.3K | 0.01% | 509 |
|
|
2023
Q4 | $205K | Buy |
+3,571
| New | +$205K | 0.01% | 610 |
|