Transcend Capital Advisors’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Buy
2023
Q2
Sell
2023
Q1
$316K Buy
2022
Q4
$323K Buy
2022
Q3
$291K Sell
2022
Q2
$351K Buy
2022
Q1
$363K Buy
2021
Q4
$330K Buy
2021
Q3
$250K Buy