Empowered Funds’s CMS Energy CMS Stock Holding History

Empowered Funds’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	$1.03M	Buy	+13,258	New	+$984K	0.01%	1398
2025 Q4	–	Sell	-7,172	Closed	-$525K	–	1184
2025 Q3	$525K	Buy	7,172 +294	+4%	+$21.1K	0.01%	1390
2025 Q2	$477K	Buy	6,878 +90	+1%	+$6.41K	0.01%	1340
2025 Q1	$510K	Buy	6,788 +1,226	+22%	+$85.6K	0.01%	1209
2024 Q4	$371K	Buy	5,562 +534	+11%	+$36.7K	0.01%	1288
2024 Q3	$355K	Buy	5,028 +517	+11%	+$33.9K	0.01%	1204
2024 Q2	$269K	Sell	4,511 -70	-2%	-$4.24K	﹤0.01%	1228
2024 Q1	$276K	Buy	4,581 +885	+24%	+$51.3K	0.01%	1227
2023 Q4	$215K	Buy	+3,696	New	+$206K	0.01%	1193

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

Empowered Funds's CMS Position: Q1 2026 in Review

Empowered Funds opened a new position in CMS Energy (CMS) in Q1 2026: 13,258 shares worth $1.03M. The stake represents 0.01% of the portfolio and ranks #1398 among its holdings. This is a return to the name: Empowered Funds previously reported a position in CMS as recently as Q3 2025.

Empowered Funds first reported a position in CMS in Q4 2023 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Empowered Funds held 13,258 shares of CMS Energy worth $1.03M as of Q1 2026.
CMS Energy was a new Empowered Funds position in Q1 2026.
CMS Energy made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1398 holding.
Empowered Funds first reported a position in CMS Energy in Q4 2023 and has held it in 9 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.