Bell Investment Advisors’s CMS Energy CMS Stock Holding History

Bell Investment 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	$6.44K	Buy	83 +13	+19%	+$965	﹤0.01%	857
2025 Q4	$4.9K	Sell	70 -7	-9%	-$509	﹤0.01%	978
2025 Q3	$5.64K	Sell	77 -3	-4%	-$215	﹤0.01%	870
2025 Q2	$5.54K	Buy	80 +10	+14%	+$712	﹤0.01%	937
2025 Q1	$5.26K	Hold	70	–	–	﹤0.01%	885
2024 Q4	$4.67K	Buy	70 +26	+59%	+$1.79K	﹤0.01%	959
2024 Q3	$3.11K	Sell	44 -9	-17%	-$591	﹤0.01%	1167
2024 Q2	$3.16K	Hold	53	–	–	﹤0.01%	1150
2024 Q1	$3.2K	Hold	53	–	–	﹤0.01%	1142
2023 Q4	$3.08K	Sell	53 -17	-24%	-$949	﹤0.01%	1135
2023 Q3	$3.72K	Sell	70 -15	-18%	-$869	﹤0.01%	962
2023 Q2	$4.99K	Buy	85 +8	+10%	+$483	﹤0.01%	826
2023 Q1	$4.73K	Buy	77 +16	+26%	+$984	﹤0.01%	819
2022 Q4	$3.86K	Buy	61 +1	+2%	+$59	﹤0.01%	940
2022 Q3	$3K	Sell	60 -15	-20%	-$1.01K	﹤0.01%	887
2022 Q2	$5K	Buy	+75	New	+$5.18K	﹤0.01%	679
2021 Q4	$4K	Sell	60 -8	-12%	-$491	﹤0.01%	840
2021 Q3	$4K	Buy	+68	New	+$4.24K	﹤0.01%	782

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