Dunhill Financial’s CMS Energy CMS Stock Holding History

Dunhill Financial’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	$2.44K	Buy	31 +4	+15%	+$297	﹤0.01%	755
2025 Q4	$1.92K	Buy	27 +3	+13%	+$218	﹤0.01%	752
2025 Q3	$1.76K	Hold	24	–	–	﹤0.01%	712
2025 Q2	$1.67K	Sell	24 -45	-65%	-$3.21K	﹤0.01%	716
2025 Q1	$5.2K	Sell	69 -6	-8%	-$419	﹤0.01%	555
2024 Q4	$4.97K	Buy	75 +15	+25%	+$1.03K	﹤0.01%	537
2024 Q3	$4.21K	Buy	60 +32	+114%	+$2.1K	﹤0.01%	594
2024 Q2	$1.68K	Buy	28 +6	+27%	+$363	﹤0.01%	598
2024 Q1	$1.35K	Buy	22 +3	+16%	+$174	﹤0.01%	585
2023 Q4	$1.08K	Buy	+19	New	+$1.06K	﹤0.01%	587

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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 $653B AUM 32.41% 1-Year Est. Return