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Chesley Taft & Associates’s CMS Energy CMS Stock Holding History

Chesley Taft & Associates’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 		$988K Buy
12,920
+89
+0.7% +$6.67K 0.04% 227
2026
Q1 		$995K Hold
12,831
– – 0.04% 220
2025
Q4 		$897K Buy
12,831
+1,175
+10% +$85.5K 0.04% 234
2025
Q3 		$854K Hold
11,656
– – 0.04% 230
2025
Q2 		$808K Sell
11,656
-150
-1% -$10.7K 0.04% 223
2025
Q1 		$887K Hold
11,806
– – 0.04% 213
2024
Q4 		$787K Sell
11,806
-100
-0.8% -$6.88K 0.04% 218
2024
Q3 		$841K Hold
11,906
– – 0.04% 214
2024
Q2 		$709K Sell
11,906
-530
-4% -$32.1K 0.04% 218
2024
Q1 		$750K Sell
12,436
-5,050
-29% -$293K 0.04% 212
2023
Q4 		$1.02M Sell
17,486
-250
-1% -$14K 0.06% 186
2023
Q3 		$942K Sell
17,736
-925
-5% -$53.6K 0.06% 179
2023
Q2 		$1.1M Buy
18,661
+100
+0.5% +$6.03K 0.07% 171
2023
Q1 		$1.14M Buy
18,561
+250
+1% +$15.4K 0.07% 163
2022
Q4 		$1.16M Buy
18,311
+1,061
+6% +$62.7K 0.08% 156
2022
Q3 		$1M Hold
17,250
– – 0.07% 160
2022
Q2 		$1.16M Buy
17,250
+225
+1% +$15.5K 0.08% 155
2022
Q1 		$1.24M Hold
17,025
– – 0.07% 163
2021
Q4 		$1.11M Sell
17,025
-50
-0.3% -$3.07K 0.06% 178
2021
Q3 		$1.02M Hold
17,075
– – 0.06% 178
2021
Q2 		$1.01M Buy
17,075
+400
+2% +$24.9K 0.06% 175
2021
Q1 		$1.02M Buy
16,675
+300
+2% +$17.2K 0.06% 171
2020
Q4 		$999K Sell
16,375
-125
-0.8% -$7.81K 0.06% 169
2020
Q3 		$1.01M Sell
16,500
-2,200
-12% -$135K 0.07% 163
2020
Q2 		$1.09M Sell
18,700
-1,800
-9% -$104K 0.08% 154
2020
Q1 		$1.2M Buy
20,500
+325
+2% +$20.8K 0.11% 137
2019
Q4 		$1.27M Sell
20,175
-1,000
-5% -$62.3K 0.09% 148
2019
Q3 		$1.35M Sell
21,175
-375
-2% -$22.8K 0.1% 139
2019
Q2 		$1.25M Sell
21,550
-725
-3% -$40.7K 0.1% 139
2019
Q1 		$1.24M Sell
22,275
-1,250
-5% -$65.9K 0.1% 141
2018
Q4 		$1.17M Sell
23,525
-1,700
-7% -$85.9K 0.11% 138
2018
Q3 		$1.24M Sell
25,225
-75
-0.3% -$3.66K 0.1% 153
2018
Q2 		$1.2M Sell
25,300
-75
-0.3% -$3.39K 0.1% 154
2018
Q1 		$1.15M Sell
25,375
-1,000
-4% -$43.9K 0.1% 155
2017
Q4 		$1.25M Sell
26,375
-400
-1% -$19.4K 0.11% 157
2017
Q3 		$1.24M Buy
26,775
+675
+3% +$31.9K 0.11% 158
2017
Q2 		$1.21M Sell
26,100
-175
-0.7% -$8.09K 0.11% 157
2017
Q1 		$1.18M Buy
26,275
+50
+0.2% +$2.17K 0.11% 156
2016
Q4 		$1.09M Buy
26,225
+525
+2% +$21.5K 0.11% 156
2016
Q3 		$1.08M Buy
25,700
+400
+2% +$17.5K 0.11% 148
2016
Q2 		$1.16M Buy
25,300
+50
+0.2% +$2.1K 0.12% 138
2016
Q1 		$1.07M Hold
25,250
– – 0.11% 141
2015
Q4 		$911K Sell
25,250
-1,100
-4% -$39.2K 0.1% 151
2015
Q3 		$931K Buy
26,350
+350
+1% +$11.8K 0.1% 136
2015
Q2 		$828K Buy
26,000
+700
+3% +$23.5K 0.08% 155
2015
Q1 		$883K Sell
25,300
-275
-1% -$9.76K 0.09% 145
2014
Q4 		$889K Buy
25,575
+225
+0.9% +$7.35K 0.09% 146
2014
Q3 		$752K Buy
25,350
+150
+0.6% +$4.48K 0.08% 156
2014
Q2 		$785K Hold
25,200
– – 0.08% 160
2014
Q1 		$738K Buy
25,200
+425
+2% +$11.8K 0.08% 164
2013
Q4 		$663K Buy
24,775
+200
+0.8% +$5.38K 0.07% 195
2013
Q3 		$647K Sell
24,575
-2,800
-10% -$76.1K 0.07% 189
2013
Q2 		$744K Buy
+27,375
New +$768K 0.09% 170

Other funds holding CMS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Chesley Taft & Associates's CMS Position: Q2 2026 in Review

Chesley Taft & Associates increased its CMS Energy (CMS) stake by 0.69% in Q2 2026, buying an estimated $6.67K and bringing the position to 12,920 shares worth $988K. The position accounts for 0.04% of the portfolio, ranked #227.

Chesley Taft & Associates first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.35M in Q3 2019. 103 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Chesley Taft & Associates held 12,920 shares of CMS Energy worth $988K as of Q2 2026.
  • Chesley Taft & Associates bought 89 CMS Energy shares in Q2 2026, an estimated $6.67K.
  • CMS Energy made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #227 holding.
  • Chesley Taft & Associates first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's CMS Energy position peaked at $1.35M in Q3 2019.
  • 103 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.