Wedmont Private Capital’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	$528K	Buy	7,571 +1,753	+30%	+$122K	0.02%	411
2025 Q1	$418K	Buy	5,818 +880	+18%	+$63.2K	0.02%	427
2024 Q4	$321K	Buy	+4,938	New	+$321K	0.02%	517