Arax Advisory Partners’s CMS Energy CMS Stock Holding History

Arax Advisory Partners’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	$845K	Buy	11,048 +6,677	+153%	+$500K	0.01%	1312
2026 Q1	$339K	Sell	4,371 -561	-11%	-$41.6K	0.01%	802
2025 Q4	$345K	Sell	4,932 -7,388	-60%	-$537K	0.01%	766
2025 Q3	$903K	Buy	12,320 +10,135	+464%	+$728K	0.01%	678
2025 Q2	$151K	Buy	2,185 +1,131	+107%	+$80.6K	0.01%	767
2025 Q1	$79.2K	Sell	1,054 -298	-22%	-$20.8K	0.01%	793
2024 Q4	$90.2K	Sell	1,352 -1,062	-44%	-$73.1K	0.01%	706
2024 Q3	$171K	Buy	2,414 +24	+1%	+$1.57K	0.02%	379
2024 Q2	$142K	Buy	+2,390	New	+$145K	0.01%	398
2024 Q1	–	Sell	-18	Closed	-$1.05K	–	1331
2023 Q4	$1.05K	Sell	18 -73	-80%	-$4.08K	﹤0.01%	1133
2023 Q3	$4.83K	Sell	91 -47	-34%	-$2.72K	﹤0.01%	881
2023 Q2	$8.11K	Buy	138 +37	+37%	+$2.23K	﹤0.01%	757
2023 Q1	$6.21K	Hold	101	–	–	﹤0.01%	792
2022 Q4	$6.4K	Buy	101 +59	+140%	+$3.49K	﹤0.01%	727
2022 Q3	$2K	Hold	42	–	–	﹤0.01%	943
2022 Q2	$3K	Buy	42 +30	+250%	+$2.07K	﹤0.01%	876
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1011
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	983
2021 Q3	$1K	Buy	+12	New	+$749	﹤0.01%	886

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

Arax Advisory Partners's CMS Position: Q2 2026 in Review

Arax Advisory Partners increased its CMS Energy (CMS) stake by 153% in Q2 2026, buying an estimated $500K and bringing the position to 11,048 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #1312.

Arax Advisory Partners first reported a position in CMS in Q3 2021 and has held it in 19 quarters since. The position peaked at $903K in Q3 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Arax Advisory Partners held 11,048 shares of CMS Energy worth $845K as of Q2 2026.
Arax Advisory Partners bought 6,677 CMS Energy shares in Q2 2026, an estimated $500K.
CMS Energy made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1312 holding.
Arax Advisory Partners first reported a position in CMS Energy in Q3 2021 and has held it in 19 quarters since.
Arax Advisory Partners's CMS Energy position peaked at $903K in Q3 2025.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.