Cynosure Group’s CMS Energy CMS Stock Holding History

Cynosure 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 Q1	–	Sell	-6,029	Closed	-$422K	–	259
2025 Q4	$422K	Buy	+6,029	New	+$438K	0.04%	334

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cynosure Group's CMS Position: Q1 2026 in Review

Cynosure Group sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 6,029 shares — an estimated $422K sold.

Cynosure Group first reported a position in CMS in Q4 2025 and held it in 1 quarter. The position peaked at $422K in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Cynosure Group reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Cynosure Group sold 6,029 CMS Energy shares in Q1 2026, an estimated $422K.
Cynosure Group first reported a position in CMS Energy in Q4 2025 and held it in 1 quarter.
Cynosure Group's CMS Energy position peaked at $422K in Q4 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.