Beacon Pointe Advisors’s CMS Energy CMS Stock Holding History

Beacon Pointe Advisors’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 Q1	$206K	Buy	+2,654	New	+$197K	﹤0.01%	1717
2023 Q2	–	Sell	-3,473	Closed	-$213K	–	1095
2023 Q1	$213K	Buy	3,473 +256	+8%	+$15.7K	﹤0.01%	1046
2022 Q4	$204K	Sell	3,217 -841	-21%	-$49.7K	﹤0.01%	993
2022 Q3	$234K	Buy	4,058 +357	+10%	+$24K	0.01%	876
2022 Q2	$251K	Sell	3,701 -165	-4%	-$11.4K	0.01%	890
2022 Q1	$270K	Buy	3,866 +714	+23%	+$46.3K	﹤0.01%	1023
2021 Q4	$205K	Sell	3,152 -2,296	-42%	-$141K	0.01%	868
2021 Q3	$325K	Buy	5,448 +870	+19%	+$54.3K	0.01%	677
2021 Q2	$270K	Buy	+4,578	New	+$285K	0.01%	695

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return