Wealth Enhancement Advisory Services’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
Q2 | $2.18M | Buy |
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|
2025
Q1 | $2.16M | Sell |
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|
2024
Q4 | $4.1M | Sell |
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|
2024
Q3 | $8.04M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $991K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.24M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.12M | Buy |
|