WPG Advisers’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
$35.1K Sell
507
-121
-19% -$8.38K 0.03% 357
2025
Q1
$47.2K Buy
628
+12
+2% +$901 0.04% 282
2024
Q4
$41.1K Buy
+616
New +$41.1K 0.04% 325