SVB Wealth’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	$1.24M	Buy	+17,900	New	+$1.24M	0.07%	213
2025 Q1	–	Sell	-5,489	Closed	-$366K	–	1541
2024 Q4	$366K	Buy	+5,489	New	+$366K	0.01%	501