Cornerstone Planning Group’s CMS Energy CMS Stock Holding History

Cornerstone Planning Group’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	$8.96K	Sell	121 -10	-8%	-$750	﹤0.01%	923
2026 Q1	$9.74K	Buy	131 +40	+44%	+$2.97K	﹤0.01%	897
2025 Q4	$6.53K	Sell	91 -4	-4%	-$291	﹤0.01%	899
2025 Q3	$6.96K	Sell	95 -1	-1%	-$72	﹤0.01%	863
2025 Q2	$7.12K	Buy	96 +26	+37%	+$1.85K	﹤0.01%	637
2025 Q1	$5.14K	Buy	70 +15	+27%	+$1.05K	﹤0.01%	726
2024 Q4	$3.69K	Buy	55 +5	+10%	+$344	﹤0.01%	645
2024 Q3	$3.48K	Buy	50 +6	+14%	+$394	﹤0.01%	650
2024 Q2	$2.84K	Buy	44 +1	+2%	+$61	﹤0.01%	693
2024 Q1	$2.65K	Buy	43 +11	+34%	+$638	﹤0.01%	615
2023 Q4	$1.86K	Sell	32 -8	-20%	-$447	﹤0.01%	651
2023 Q3	$2.12K	Hold	40	–	–	﹤0.01%	647
2023 Q2	$2.35K	Buy	+40	New	+$2.41K	﹤0.01%	1114
2022 Q4	$4.16K	Buy	+68	New	+$4.02K	﹤0.01%	968

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

Cornerstone Planning Group's CMS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its CMS Energy (CMS) stake by 7.6% in Q2 2026, selling an estimated $750 and leaving 121 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Cornerstone Planning Group first reported a position in CMS in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.74K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Cornerstone Planning Group held 121 shares of CMS Energy worth $8.96K as of Q2 2026.
Cornerstone Planning Group sold 10 CMS Energy shares in Q2 2026, an estimated $750.
CMS Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #923 holding.
Cornerstone Planning Group first reported a position in CMS Energy in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's CMS Energy position peaked at $9.74K in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.