WestEnd Advisors’s CMS Energy CMS Stock Holding History

WestEnd Advisors’s Portfolio CMS Stock Details CMS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$952	Buy
2024 Q4	–	Sell
2024 Q3	$283	Hold
2024 Q2	$238	Sell
2024 Q1	$302	Buy
2023 Q4	$232	Sell
2023 Q3	$425	Buy
2023 Q2	–	Hold
2023 Q1	–	Sell
2022 Q4	$380	Buy
2022 Q3	$0	Buy
2022 Q2	$202	Buy