TFC Financial Management’s CMS Energy CMS Stock Holding History

TFC Financial Management’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 Q3	$74	Hold
2025 Q2	$70	Hold
2025 Q1	$76	Hold
2024 Q4	$67	Hold
2024 Q3	$71	Hold
2024 Q2	$60	Hold
2024 Q1	$61	Buy
2023 Q4	–	Sell
2023 Q3	$691	Buy
2023 Q2	$412	Buy