Creative Financial Designs’s CMS Energy CMS Stock Holding History

Creative Financial Designs’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	–	Sell	-10	Closed	-$699	–	2176
2025 Q4	$699	Hold	10	–	–	﹤0.01%	1864
2025 Q3	$733	Hold	10	–	–	﹤0.01%	1868
2025 Q2	$693	Hold	10	–	–	﹤0.01%	1854
2025 Q1	$751	Hold	10	–	–	﹤0.01%	1842
2024 Q4	$667	Hold	10	–	–	﹤0.01%	1722
2024 Q3	$706	Hold	10	–	–	﹤0.01%	1607
2024 Q2	$595	Hold	10	–	–	﹤0.01%	1573
2024 Q1	$603	Buy	+10	New	+$580	﹤0.01%	1584
2023 Q4	–	Sell	-14	Closed	-$744	–	1610
2023 Q3	$744	Hold	14	–	–	﹤0.01%	1422
2023 Q2	$823	Hold	14	–	–	﹤0.01%	1384
2023 Q1	$859	Hold	14	–	–	﹤0.01%	1318
2022 Q4	$887	Hold	14	–	–	﹤0.01%	1213
2022 Q3	$1K	Buy	+14	New	+$942	﹤0.01%	1213
2021 Q1	–	Sell	-49	Closed	-$3K	–	1308
2020 Q4	$3K	Buy	+49	New	+$3.06K	﹤0.01%	1064

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Financial Designs's CMS Position: Q1 2026 in Review

Creative Financial Designs sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 10 shares — an estimated $699 sold.

Creative Financial Designs first reported a position in CMS in Q4 2020 and held it in 14 quarters. The position peaked at $3K in Q4 2020. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Creative Financial Designs reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Creative Financial Designs sold 10 CMS Energy shares in Q1 2026, an estimated $699.
Creative Financial Designs first reported a position in CMS Energy in Q4 2020 and held it in 14 quarters.
Creative Financial Designs's CMS Energy position peaked at $3K in Q4 2020.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.