Farmers & Merchants Investments Inc’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.8K | Hold |
206
| – | – | ﹤0.01% | 663 |
|
|
2026
Q1 | $16K | Hold |
206
| – | – | ﹤0.01% | 637 |
|
|
2025
Q4 | $14.4K | Hold |
206
| – | – | ﹤0.01% | 644 |
|
|
2025
Q3 | $15.1K | Hold |
206
| – | – | ﹤0.01% | 627 |
|
|
2025
Q2 | $14.3K | Hold |
206
| – | – | ﹤0.01% | 632 |
|
|
2025
Q1 | $15.5K | Hold |
206
| – | – | ﹤0.01% | 597 |
|
|
2024
Q4 | $13.7K | Hold |
206
| – | – | ﹤0.01% | 636 |
|
|
2024
Q3 | $14.6K | Hold |
206
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $12.3K | Hold |
206
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $12.4K | Hold |
206
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $12K | Hold |
206
| – | – | ﹤0.01% | 601 |
|
|
2023
Q3 | $10.9K | Buy |
206
+15
| +8% | +$869 | ﹤0.01% | 605 |
|
|
2023
Q2 | $11.2K | Hold |
191
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $11.7K | Hold |
191
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $12.1K | Hold |
191
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $11K | Buy |
191
+35
| +22% | +$2.35K | ﹤0.01% | 616 |
|
|
2022
Q2 | $11K | Hold |
156
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $11K | Hold |
156
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $10K | Buy |
156
+10
| +7% | +$614 | ﹤0.01% | 751 |
|
|
2021
Q3 | $9K | Hold |
146
| – | – | ﹤0.01% | 751 |
|
|
2021
Q2 | $9K | Buy |
146
+3
| +2% | +$187 | ﹤0.01% | 677 |
|
|
2021
Q1 | $9K | Hold |
143
| – | – | ﹤0.01% | 644 |
|
|
2020
Q4 | $9K | Hold |
143
| – | – | ﹤0.01% | 623 |
|
|
2020
Q3 | $9K | Buy |
143
+5
| +4% | +$306 | ﹤0.01% | 565 |
|
|
2020
Q2 | $8K | Buy |
138
+8
| +6% | +$463 | ﹤0.01% | 586 |
|
|
2020
Q1 | $8K | Buy |
130
+2
| +2% | +$128 | ﹤0.01% | 534 |
|
|
2019
Q4 | $8K | Hold |
128
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $8K | Hold |
128
| – | – | ﹤0.01% | 607 |
|
|
2019
Q2 | $7K | Buy |
128
+19
| +17% | +$1.07K | ﹤0.01% | 642 |
|
|
2019
Q1 | $6K | Buy |
109
+25
| +30% | +$1.32K | ﹤0.01% | 670 |
|
|
2018
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $4K | Buy |
84
+9
| +12% | +$439 | ﹤0.01% | 744 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 741 |
|
|
2018
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 762 |
|
|
2017
Q4 | $4K | Buy |
75
+35
| +88% | +$1.7K | ﹤0.01% | 744 |
|
|
2017
Q3 | $2K | Buy |
+40
| New | +$1.89K | ﹤0.01% | 788 |
|
Other funds holding CMS
WHRC
Farmers & Merchants Investments Inc's CMS Position: Q2 2026 in Review
Farmers & Merchants Investments Inc held its CMS Energy (CMS) position steady in Q2 2026 at 206 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #663.
Farmers & Merchants Investments Inc first reported a position in CMS in Q3 2017 and has held it in 36 quarters since. The position peaked at $16K in Q1 2026. 432 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Farmers & Merchants Investments Inc held 206 shares of CMS Energy worth $15.8K as of Q2 2026.
- Farmers & Merchants Investments Inc left its CMS Energy share count unchanged in Q2 2026.
- CMS Energy made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #663 holding.
- Farmers & Merchants Investments Inc first reported a position in CMS Energy in Q3 2017 and has held it in 36 quarters since.
- Farmers & Merchants Investments Inc's CMS Energy position peaked at $16K in Q1 2026.
- 432 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.