Savant Capital’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$385K	Sell	5,562 -1,764	-24%	-$122K	﹤0.01%	1230
2025 Q1	$550K	Buy	7,326 +3,992	+120%	+$300K	﹤0.01%	953
2024 Q4	$222K	Buy	+3,334	New	+$222K	﹤0.01%	1269