Cerity Partners
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Cerity Partners’s CMS Energy CMS Stock Holding History

Cerity Partners’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 		$2.29M Sell
29,467
-2,857
-9% -$212K ﹤0.01% 1413
2025
Q4 		$2.26M Sell
32,324
-22,406
-41% -$1.63M ﹤0.01% 1322
2025
Q3 		$4.01M Buy
54,730
+25,309
+86% +$1.82M 0.01% 960
2025
Q2 		$2.04M Sell
29,421
-5,260
-15% -$375K ﹤0.01% 1209
2025
Q1 		$2.6M Buy
34,681
+8,536
+33% +$596K 0.01% 1001
2024
Q4 		$1.8M Sell
26,145
-421
-2% -$29K ﹤0.01% 1154
2024
Q3 		$1.88M Buy
26,566
+6,959
+35% +$457K ﹤0.01% 1117
2024
Q2 		$1.17M Sell
19,607
-1,957
-9% -$118K ﹤0.01% 1155
2024
Q1 		$1.3M Buy
21,564
+13,438
+165% +$779K ﹤0.01% 1155
2023
Q4 		$472K Buy
8,126
+3,775
+87% +$211K ﹤0.01% 1292
2023
Q3 		$231K Sell
4,351
-5,600
-56% -$324K ﹤0.01% 1239
2023
Q2 		$584K Sell
9,951
-92
-0.9% -$5.55K ﹤0.01% 1119
2023
Q1 		$617K Buy
10,043
+1,433
+17% +$88.1K ﹤0.01% 1192
2022
Q4 		$546K Sell
8,610
-5,693
-40% -$337K ﹤0.01% 903
2022
Q3 		$834K Buy
14,303
+2,827
+25% +$190K 0.01% 555
2022
Q2 		$775K Buy
+11,476
New +$792K 0.01% 612
2018
Q2 		– Sell
-5,222
Closed -$237K – 544
2018
Q1 		$237K Sell
5,222
-380
-7% -$16.7K 0.02% 474
2017
Q4 		$265K Buy
5,602
+201
+4% +$9.73K 0.02% 474
2017
Q3 		$250K Buy
5,401
+3,524
+188% +$166K 0.02% 485
2017
Q2 		$235K Sell
1,877
-3,163
-63% -$146K 0.02% 320
2017
Q1 		$225K Buy
+5,040
New +$218K 0.02% 398

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
DZ Bank Frankfurt Am Main, Germany $113B 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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners's CMS Position: Q1 2026 in Review

Cerity Partners reduced its CMS Energy (CMS) stake by 8.8% in Q1 2026, selling an estimated $212K and leaving 29,467 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Cerity Partners first reported a position in CMS in Q1 2017 and has held it in 21 quarters since. The position peaked at $4.01M in Q3 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Cerity Partners held 29,467 shares of CMS Energy worth $2.29M as of Q1 2026.
  • Cerity Partners sold 2,857 CMS Energy shares in Q1 2026, an estimated $212K.
  • CMS Energy made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1413 holding.
  • Cerity Partners first reported a position in CMS Energy in Q1 2017 and has held it in 21 quarters since.
  • Cerity Partners's CMS Energy position peaked at $4.01M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.