CFFP
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Center for Financial Planning’s CMS Energy CMS Stock Holding History

Center for Financial Planning’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 		$9.37K Hold
122
– – ﹤0.01% 508
2026
Q1 		$9.48K Hold
122
– – ﹤0.01% 501
2025
Q4 		$8.53K Hold
122
– – ﹤0.01% 512
2025
Q3 		$8.91K Buy
122
+1
+0.8% +$72 ﹤0.01% 502
2025
Q2 		$8.41K Hold
121
– – ﹤0.01% 477
2025
Q1 		$9.1K Sell
121
-7
-5% -$489 ﹤0.01% 480
2024
Q4 		$8.52K Hold
128
– – ﹤0.01% 440
2024
Q3 		$9.01K Buy
128
+35
+38% +$2.3K ﹤0.01% 410
2024
Q2 		$5.54K Buy
93
+66
+244% +$4K ﹤0.01% 451
2024
Q1 		$1.63K Sell
27
-200
-88% -$11.6K ﹤0.01% 536
2023
Q4 		$13.2K Hold
227
– – ﹤0.01% 338
2023
Q3 		$12.1K Sell
227
-436
-66% -$25.3K ﹤0.01% 341
2023
Q2 		$39K Hold
663
– – 0.01% 260
2023
Q1 		$40.7K Hold
663
– – 0.01% 240
2022
Q4 		$42K Hold
663
– – 0.01% 233
2022
Q3 		$39K Hold
663
– – 0.01% 231
2022
Q2 		$45K Buy
663
+19
+3% +$1.31K 0.01% 227
2022
Q1 		$45K Hold
644
– – 0.01% 236
2021
Q4 		$42K Hold
644
– – 0.01% 247
2021
Q3 		$38K Buy
644
+8
+1% +$499 0.01% 247
2021
Q2 		$38K Hold
636
– – 0.01% 247
2021
Q1 		$39K Hold
636
– – 0.01% 237
2020
Q4 		$39K Hold
636
– – 0.01% 220
2020
Q3 		$39K Sell
636
-61
-9% -$3.73K 0.01% 206
2020
Q2 		$41K Hold
697
– – 0.01% 201
2020
Q1 		$41K Hold
697
– – 0.01% 185
2019
Q4 		$44K Buy
+697
New +$43.5K 0.01% 192

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's CMS Position: Q2 2026 in Review

Center for Financial Planning held its CMS Energy (CMS) position steady in Q2 2026 at 122 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Center for Financial Planning first reported a position in CMS in Q4 2019 and has held it in 27 quarters since. The position peaked at $45K in Q2 2022. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Center for Financial Planning held 122 shares of CMS Energy worth $9.37K as of Q2 2026.
  • Center for Financial Planning left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #508 holding.
  • Center for Financial Planning first reported a position in CMS Energy in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's CMS Energy position peaked at $45K in Q2 2022.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.