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Crossmark Global Holdings’s CMS Energy CMS Stock Holding History

Crossmark Global Holdings’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 		$1.58M Buy
20,626
+280
+1% +$21K 0.02% 522
2026
Q1 		$1.58M Sell
20,346
-262
-1% -$19.4K 0.02% 487
2025
Q4 		$1.44M Sell
20,608
-995
-5% -$72.4K 0.02% 506
2025
Q3 		$1.58M Sell
21,603
-2,421
-10% -$174K 0.02% 511
2025
Q2 		$1.66M Sell
24,024
-2,328
-9% -$166K 0.03% 480
2025
Q1 		$1.98M Buy
26,352
+2,832
+12% +$198K 0.03% 423
2024
Q4 		$1.57M Sell
23,520
-6,603
-22% -$454K 0.03% 456
2024
Q3 		$2.13M Sell
30,123
-2,476
-8% -$162K 0.04% 398
2024
Q2 		$1.94M Sell
32,599
-3,233
-9% -$196K 0.04% 411
2024
Q1 		$2.16M Buy
35,832
+1,633
+5% +$94.6K 0.04% 404
2023
Q4 		$1.99M Buy
34,199
+5,645
+20% +$315K 0.04% 399
2023
Q3 		$1.53M Sell
28,554
-5,795
-17% -$336K 0.03% 459
2023
Q2 		$2.1M Sell
34,349
-553
-2% -$33.4K 0.05% 401
2023
Q1 		$2.14M Buy
34,902
+1,137
+3% +$69.9K 0.05% 387
2022
Q4 		$2.14M Sell
33,765
-684
-2% -$40.4K 0.05% 374
2022
Q3 		$2.01M Buy
34,449
+2,054
+6% +$138K 0.06% 355
2022
Q2 		$2.19M Sell
32,395
-520
-2% -$35.9K 0.06% 350
2022
Q1 		$2.3M Sell
32,915
-170
-0.5% -$11K 0.05% 372
2021
Q4 		$2.15M Sell
33,085
-990
-3% -$60.8K 0.05% 386
2021
Q3 		$2.04M Buy
34,075
+980
+3% +$61.2K 0.05% 381
2021
Q2 		$1.96M Sell
33,095
-5,570
-14% -$346K 0.05% 385
2021
Q1 		$2.37M Buy
38,665
+16,430
+74% +$944K 0.06% 323
2020
Q4 		$1.36M Sell
22,235
-920
-4% -$57.5K 0.03% 479
2020
Q3 		$1.42M Sell
23,155
-730
-3% -$44.7K 0.04% 439
2020
Q2 		$1.4M Sell
23,885
-56
-0.2% -$3.24K 0.04% 429
2020
Q1 		$1.41M Buy
23,941
+678
+3% +$43.4K 0.05% 375
2019
Q4 		$1.46M Buy
23,263
+228
+1% +$14.2K 0.04% 457
2019
Q3 		$1.47M Sell
23,035
-1,119
-5% -$67.9K 0.04% 446
2019
Q2 		$1.4M Sell
24,154
-165
-0.7% -$9.26K 0.04% 476
2019
Q1 		$1.35M Sell
24,319
-140
-0.6% -$7.38K 0.04% 484
2018
Q4 		$1.21M Sell
24,459
-2,420
-9% -$122K 0.04% 491
2018
Q3 		$1.32M Buy
26,879
+57
+0.2% +$2.78K 0.03% 510
2018
Q2 		$1.27M Sell
26,822
-300
-1% -$13.6K 0.03% 518
2018
Q1 		$1.23M Sell
27,122
-1,445
-5% -$63.4K 0.03% 553
2017
Q4 		$1.35M Sell
28,567
-1,086
-4% -$52.6K 0.03% 549
2017
Q3 		$1.37M Buy
+29,653
New +$1.4M 0.04% 513
2016
Q3 		$1.37M Buy
+29,653
New +$1.29M 0.04% 513

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

Crossmark Global Holdings's CMS Position: Q2 2026 in Review

Crossmark Global Holdings increased its CMS Energy (CMS) stake by 1.4% in Q2 2026, buying an estimated $21K and bringing the position to 20,626 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #522.

Crossmark Global Holdings first reported a position in CMS in Q3 2016 and has held it in 37 quarters since. The position peaked at $2.37M in Q1 2021. 103 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Crossmark Global Holdings held 20,626 shares of CMS Energy worth $1.58M as of Q2 2026.
  • Crossmark Global Holdings bought 280 CMS Energy shares in Q2 2026, an estimated $21K.
  • CMS Energy made up 0.02% of Crossmark Global Holdings's portfolio in Q2 2026, its #522 holding.
  • Crossmark Global Holdings first reported a position in CMS Energy in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's CMS Energy position peaked at $2.37M in Q1 2021.
  • 103 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.