CMS ENERGY CORP

Ticker: CMS CUSIP: 125896100 Class: COM

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025

Shares 252,774 Value ($000) $17,676 Avg Close $72.50 Range $68.82 - $75.54

Q3 2025

Shares 244,165 Value ($000) $17,888 Avg Close $71.07 Range $67.62 - $74.06

Q2 2025

Shares 230,684 Value ($000) $15,982 Avg Close $69.97 Range $66.64 - $74.76

Q1 2025

Shares 242,819 Value ($000) $18,238 Avg Close $68.05 Range $62.07 - $73.85

Q4 2024

Shares 215,595 Value ($000) $14,369 Avg Close $66.51 Range $62.68 - $69.72

Q3 2024

Shares 202,843 Value ($000) $14,327 Avg Close $63.02 Range $55.90 - $68.39

Q2 2024

Shares 202,768 Value ($000) $12,071 Avg Close $57.61 Range $53.65 - $60.67

Q1 2024

Shares 193,206 Value ($000) $11,658 Avg Close $54.70 Range $52.14 - $57.68

Q4 2023

Shares 234,530 Value ($000) $13,225 Avg Close $52.28 Range $46.41 - $56.68

Q3 2023

Shares 267,295 Value ($000) $14,196 Avg Close $53.74 Range $48.93 - $58.86

Q2 2023

Shares 282,888 Value ($000) $16,620 Avg Close $55.52 Range $51.90 - $57.72

Q1 2023

Shares 283,373 Value ($000) $17,393 Avg Close $56.09 Range $52.20 - $59.70

Q4 2022

Shares 195,278 Value ($000) $12,367 Avg Close $53.55 Range $47.22 - $59.39

Q3 2022

Shares 141,981 Value ($000) $8,269 Avg Close $60.46 Range $52.29 - $64.14

Q2 2022

Shares 97,073 Value ($000) $6,552 Avg Close $61.65 Range $54.04 - $65.58

Q1 2022

Shares 63,647 Value ($000) $4,451 Avg Close $57.49 Range $54.01 - $62.78

Q4 2021

Shares 52,179 Value ($000) $3,394 Avg Close $54.05 Range $51.79 - $57.95

Q3 2021

Shares 46,982 Value ($000) $2,806 Avg Close $54.55 Range $51.03 - $57.50

Q2 2021

Shares 39,998 Value ($000) $2,363 Avg Close $53.98 Range $50.41 - $56.92

Q1 2021

Shares 24,217 Value ($000) $1,483 Avg Close $49.54 Range $45.98 - $53.78

Q4 2020

Shares 20,933 Value ($000) $1,277 Avg Close $53.48 Range $49.20 - $58.32

Q3 2020

Shares 5,005 Value ($000) $307 Avg Close $52.06 Range $48.83 - $54.86

Q2 2020

Shares 4,786 Value ($000) $280 Avg Close $48.86 Range $44.33 - $53.86

Q1 2020

Shares 9,243 Value ($000) $543 Avg Close $53.66 Range $38.69 - $58.14

Q4 2019

Shares 6,543 Value ($000) $411 Avg Close $51.97 Range $49.57 - $54.00

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	252,774	$17,676	$72.50	$68.82 - $75.54
Q3 2025	244,165	$17,888	$71.07	$67.62 - $74.06
Q2 2025	230,684	$15,982	$69.97	$66.64 - $74.76
Q1 2025	242,819	$18,238	$68.05	$62.07 - $73.85
Q4 2024	215,595	$14,369	$66.51	$62.68 - $69.72
Q3 2024	202,843	$14,327	$63.02	$55.90 - $68.39
Q2 2024	202,768	$12,071	$57.61	$53.65 - $60.67
Q1 2024	193,206	$11,658	$54.70	$52.14 - $57.68
Q4 2023	234,530	$13,225	$52.28	$46.41 - $56.68
Q3 2023	267,295	$14,196	$53.74	$48.93 - $58.86
Q2 2023	282,888	$16,620	$55.52	$51.90 - $57.72
Q1 2023	283,373	$17,393	$56.09	$52.20 - $59.70
Q4 2022	195,278	$12,367	$53.55	$47.22 - $59.39
Q3 2022	141,981	$8,269	$60.46	$52.29 - $64.14
Q2 2022	97,073	$6,552	$61.65	$54.04 - $65.58
Q1 2022	63,647	$4,451	$57.49	$54.01 - $62.78
Q4 2021	52,179	$3,394	$54.05	$51.79 - $57.95
Q3 2021	46,982	$2,806	$54.55	$51.03 - $57.50
Q2 2021	39,998	$2,363	$53.98	$50.41 - $56.92
Q1 2021	24,217	$1,483	$49.54	$45.98 - $53.78
Q4 2020	20,933	$1,277	$53.48	$49.20 - $58.32
Q3 2020	5,005	$307	$52.06	$48.83 - $54.86
Q2 2020	4,786	$280	$48.86	$44.33 - $53.86
Q1 2020	9,243	$543	$53.66	$38.69 - $58.14
Q4 2019	6,543	$411	$51.97	$49.57 - $54.00