Sanctuary Advisors’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$2.44M	Buy	36,845 +1,941	+6%	+$128K	0.02%	774
2024 Q3	$2.43M	Buy	34,904 +8,975	+35%	+$624K	0.02%	767
2024 Q2	$1.54M	Buy	+25,929	New	+$1.54M	0.01%	952