Thurston Springer Miller Herd & Titak’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	$2.82M	Buy	40,707 +5,655	+16%	+$392K	0.36%	72
2025 Q1	$2.63M	Buy	35,052 +8,244	+31%	+$619K	0.44%	61
2024 Q4	$1.79M	Buy	26,808 +9,727	+57%	+$648K	0.36%	70
2024 Q3	$1.21M	Buy	17,081 +1,727	+11%	+$122K	0.33%	78
2024 Q2	$914K	Buy	+15,354	New	+$914K	0.28%	89