Belpointe Asset Management’s CMS Energy CMS Stock Holding History

Belpointe Asset Management’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	$388K	Sell	5,074 -15	-0.3%	-$1.12K	0.01%	805
2026 Q1	$395K	Sell	5,089 -60	-1%	-$4.45K	0.01%	768
2025 Q4	$360K	Buy	5,149 +74	+1%	+$5.38K	0.01%	765
2025 Q3	$372K	Sell	5,075 -6	-0.1%	-$431	0.01%	723
2025 Q2	$352K	Sell	5,081 -4	-0.1%	-$285	0.01%	704
2025 Q1	$382K	Buy	5,085 +68	+1%	+$4.75K	0.02%	640
2024 Q4	$341K	Sell	5,017 -158	-3%	-$10.9K	0.02%	613
2024 Q3	$366K	Buy	5,175 +893	+21%	+$58.6K	0.02%	596
2024 Q2	$255K	Buy	4,282 +65	+2%	+$3.94K	0.02%	639
2024 Q1	$254K	Buy	4,217 +78	+2%	+$4.52K	0.02%	661
2023 Q4	$240K	Sell	4,139 -482	-10%	-$26.9K	0.02%	609
2023 Q3	$245K	Buy	4,621 +509	+12%	+$29.5K	0.03%	539
2023 Q2	$242K	Sell	4,112 -601	-13%	-$36.3K	0.03%	518
2023 Q1	$289K	Buy	4,713 +2,838	+151%	+$174K	0.02%	776
2022 Q4	$119K	Sell	1,875 -175	-9%	-$10.3K	0.01%	1150
2022 Q3	$119K	Buy	2,050 +418	+26%	+$28.1K	0.01%	1071
2022 Q2	$110K	Sell	1,632 -1,292	-44%	-$89.2K	0.01%	1075
2022 Q1	$205K	Buy	2,924 +351	+14%	+$22.8K	0.01%	898
2021 Q4	$167K	Buy	2,573 +606	+31%	+$37.2K	0.01%	967
2021 Q3	$117K	Sell	1,967 -248	-11%	-$15.5K	0.01%	1085
2021 Q2	$131K	Sell	2,215 -400	-15%	-$24.9K	0.01%	1009
2021 Q1	$160K	Sell	2,615 -107	-4%	-$6.15K	0.01%	826
2020 Q4	$166K	Hold	2,722	–	–	0.01%	764
2020 Q3	$167K	Sell	2,722 -136	-5%	-$8.33K	0.02%	605
2020 Q2	$167K	Buy	2,858 +539	+23%	+$31.2K	0.02%	577
2020 Q1	$136K	Sell	2,319 -571	-20%	-$36.5K	0.02%	528
2019 Q4	$182K	Buy	2,890 +207	+8%	+$12.9K	0.02%	570
2019 Q3	$172K	Sell	2,683 -69	-3%	-$4.19K	0.03%	508
2019 Q2	$159K	Sell	2,752 -2,324	-46%	-$130K	0.03%	470
2019 Q1	$282K	Buy	5,076 +2,248	+79%	+$119K	0.06%	252
2018 Q4	$140K	Sell	2,828 -2,130	-43%	-$108K	0.04%	411
2018 Q3	$243K	Buy	+4,958	New	+$242K	0.04%	406

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Belpointe Asset Management's CMS Position: Q2 2026 in Review

Belpointe Asset Management reduced its CMS Energy (CMS) stake by 0.29% in Q2 2026, selling an estimated $1.12K and leaving 5,074 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #805.

Belpointe Asset Management first reported a position in CMS in Q3 2018 and has held it in 32 quarters since. The position peaked at $395K in Q1 2026. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Belpointe Asset Management held 5,074 shares of CMS Energy worth $388K as of Q2 2026.
Belpointe Asset Management sold 15 CMS Energy shares in Q2 2026, an estimated $1.12K.
CMS Energy made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #805 holding.
Belpointe Asset Management first reported a position in CMS Energy in Q3 2018 and has held it in 32 quarters since.
Belpointe Asset Management's CMS Energy position peaked at $395K in Q1 2026.
297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.