Strategic Wealth Partners’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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