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Whipplewood Advisors’s CMS Energy CMS Stock Holding History

Whipplewood Advisors’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.37K Sell
92
-40
-30% -$2.77K ﹤0.01% 649
2025
Q1 		$6.84K Buy
132
+30
+29% +$1.55K ﹤0.01% 634
2024
Q4 		$6.8K Buy
+102
New +$6.8K ﹤0.01% 628