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 Q3	–	Sell	-203	Closed	-$16K	–	385
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Centerpoint Advisors's CMS Position: Q3 2026 in Review

Centerpoint Advisors sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 203 shares — an estimated $16K sold.

Centerpoint Advisors first reported a position in CMS in Q2 2023 and held it in 13 quarters. The position peaked at $75K in Q1 2025. 521 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Centerpoint Advisors reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
Centerpoint Advisors sold 203 CMS Energy shares in Q3 2026, an estimated $16K.
Centerpoint Advisors first reported a position in CMS Energy in Q2 2023 and held it in 13 quarters.
Centerpoint Advisors's CMS Energy position peaked at $75K in Q1 2025.
521 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.