Centerpoint Advisors’s CMS Energy CMS Stock Holding History

Centerpoint 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 Q2	$16K	Hold	203	–	–	﹤0.01%	297
2026 Q1	$16K	Hold	203	–	–	0.01%	272
2025 Q4	$14K	Buy	203 +173	+577%	+$12.6K	﹤0.01%	298
2025 Q3	$2K	Hold	30	–	–	﹤0.01%	403
2025 Q2	$2K	Sell	30 -970	-97%	-$69.1K	﹤0.01%	350
2025 Q1	$75K	Hold	1,000	–	–	0.03%	136
2024 Q4	$67K	Hold	1,000	–	–	0.02%	152
2024 Q3	$71K	Hold	1,000	–	–	0.02%	148
2024 Q2	$60K	Hold	1,000	–	–	0.02%	154
2024 Q1	$60K	Hold	1,000	–	–	0.02%	147
2023 Q4	$58K	Hold	1,000	–	–	0.02%	144
2023 Q3	$53K	Buy	1,000 +200	+25%	+$11.6K	0.02%	147
2023 Q2	$47K	Buy	+800	New	+$48.3K	0.02%	164

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

Centerpoint Advisors's CMS Position: Q2 2026 in Review

Centerpoint Advisors held its CMS Energy (CMS) position steady in Q2 2026 at 203 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Centerpoint Advisors first reported a position in CMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $75K in Q1 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Centerpoint Advisors held 203 shares of CMS Energy worth $16K as of Q2 2026.
Centerpoint Advisors left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #297 holding.
Centerpoint Advisors first reported a position in CMS Energy in Q2 2023 and has held it in 13 quarters since.
Centerpoint Advisors's CMS Energy position peaked at $75K in Q1 2025.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.