SkyOak Wealth’s CMS Energy CMS Stock Holding History

SkyOak Wealth’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	$208K	Hold
2025 Q1	$225K	Buy
2024 Q4	–	Sell
2024 Q3	$212K	Buy
2022 Q3	–	Sell
2022 Q2	$203K	Hold
2022 Q1	$210K	Buy