CMS ENERGY CORP

Ticker: CMS CUSIP: 125896100 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 12,392 Value ($000) $867 Avg Close $72.50 Range $68.82 - $75.54
Q3 2025
Shares 12,861 Value ($000) $942 Avg Close $71.07 Range $67.62 - $74.06
Q2 2025
Shares 12,383 Value ($000) $858 Avg Close $69.97 Range $66.64 - $74.76
Q1 2025
Shares 12,439 Value ($000) $934 Avg Close $68.05 Range $62.07 - $73.85
Q4 2024
Shares 8,182 Value ($000) $545 Avg Close $66.51 Range $62.68 - $69.72
Q3 2024
Shares 8,106 Value ($000) $573 Avg Close $63.02 Range $55.90 - $68.39
Q2 2024
Shares 8,076 Value ($000) $481 Avg Close $57.61 Range $53.65 - $60.67
Q1 2024
Shares 7,109 Value ($000) $429 Avg Close $54.70 Range $52.14 - $57.68
Q4 2023
Shares 7,184 Value ($000) $417 Avg Close $52.28 Range $46.41 - $56.68
Q3 2023
Shares 7,689 Value ($000) $408 Avg Close $53.74 Range $48.93 - $58.86
Q2 2023
Shares 7,542 Value ($000) $443 Avg Close $55.52 Range $51.90 - $57.72