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 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 $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