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 Q2	$2.27K	Sell	29 -2	-6%	-$150	﹤0.01%	826
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 $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

Dunhill Financial's CMS Position: Q2 2026 in Review

Dunhill Financial reduced its CMS Energy (CMS) stake by 6.5% in Q2 2026, selling an estimated $150 and leaving 29 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Dunhill Financial first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.2K in Q1 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Dunhill Financial held 29 shares of CMS Energy worth $2.27K as of Q2 2026.
Dunhill Financial sold 2 CMS Energy shares in Q2 2026, an estimated $150.
CMS Energy made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #826 holding.
Dunhill Financial first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
Dunhill Financial's CMS Energy position peaked at $5.2K in Q1 2025.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.