Alerus Financial’s CMS Energy CMS Stock Holding History

Alerus Financial’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.43K	Hold	84	–	–	﹤0.01%	409
2026 Q1	$6.52K	Hold	84	–	–	﹤0.01%	404
2025 Q4	$5.87K	Hold	84	–	–	﹤0.01%	392
2025 Q3	$6.15K	Hold	84	–	–	﹤0.01%	419
2025 Q2	$5.82K	Buy	+84	New	+$5.99K	﹤0.01%	399
2023 Q3	–	Sell	-232,411	Closed	-$13.7M	–	154
2023 Q2	$13.7M	Buy	232,411 +104,105	+81%	+$6.28M	1.16%	16
2023 Q1	$7.88M	Buy	+128,306	New	+$7.89M	0.7%	34

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alerus Financial's CMS Position: Q2 2026 in Review

Alerus Financial held its CMS Energy (CMS) position steady in Q2 2026 at 84 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Alerus Financial first reported a position in CMS in Q1 2023 and has held it in 7 quarters since. The position peaked at $13.7M in Q2 2023. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Alerus Financial held 84 shares of CMS Energy worth $6.43K as of Q2 2026.
Alerus Financial left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #409 holding.
Alerus Financial first reported a position in CMS Energy in Q1 2023 and has held it in 7 quarters since.
Alerus Financial's CMS Energy position peaked at $13.7M in Q2 2023.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.