CMS ENERGY CORP

Ticker: CMS CUSIP: 125896100 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 400 Value ($000) $28 Avg Close $72.50 Range $68.82 - $75.54
Q3 2025
Shares 400 Value ($000) $29 Avg Close $71.07 Range $67.62 - $74.06
Q2 2025
Shares 400 Value ($000) $28 Avg Close $69.97 Range $66.64 - $74.76
Q1 2025
Shares 400 Value ($000) $30 Avg Close $68.05 Range $62.07 - $73.85
Q4 2024
Shares 400 Value ($000) $27 Avg Close $66.51 Range $62.68 - $69.72
Q3 2024
Shares 400 Value ($000) $28 Avg Close $63.02 Range $55.90 - $68.39
Q2 2024
Shares 400 Value ($000) $24 Avg Close $57.61 Range $53.65 - $60.67
Q1 2024
Shares 400 Value ($000) $24 Avg Close $54.70 Range $52.14 - $57.68
Q4 2023
Shares 400 Value ($000) $23 Avg Close $52.28 Range $46.41 - $56.68
Q4 2019
Shares 23 Value ($000) $1,445 Avg Close $51.97 Range $49.57 - $54.00