Summit Financial’s CMS Energy CMS Stock Holding History

Summit Financial’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	$858K	Sell
2025 Q1	$934K	Buy
2024 Q4	$545K	Buy
2024 Q3	$573K	Buy
2024 Q2	$481K	Buy
2024 Q1	$429K	Sell
2023 Q4	$417K	Sell
2023 Q3	$408K	Buy
2023 Q2	$443K	Buy