The Family Firm’s CMS Energy CMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-168	Closed	-$10K	–	324
2024 Q2	$10K	Buy	+168	New	+$10K	﹤0.01%	676