Strategic Wealth Partners’s CMS Energy CMS Stock Holding History

Strategic Wealth Partners’s Portfolio CMS Stock Details CMS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.76K	Hold
2025 Q4	$6.99K	Hold
2025 Q3	$7.33K	Hold
2025 Q2	$6.93K	Buy
2019 Q3	–	Sell
2019 Q2	$9K	Sell
2019 Q1	$79K	Hold
2018 Q4	$72K	Hold
2018 Q3	$70K	Hold
2018 Q2	$68K	Hold
2018 Q1	$65K	Buy