FC
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Financial Consulate’s CMS Energy CMS Stock Holding History

Financial Consulate’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 		$5.13K Buy
67
+28
+72% +$2.1K ﹤0.01% 845
2026
Q1 		$3.03K Sell
39
-6
-13% -$445 ﹤0.01% 897
2025
Q4 		$3.15K Hold
45
– – ﹤0.01% 818
2025
Q3 		$3.3K Buy
+45
New +$3.23K ﹤0.01% 725

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Consulate's CMS Position: Q2 2026 in Review

Financial Consulate increased its CMS Energy (CMS) stake by 72% in Q2 2026, buying an estimated $2.1K and bringing the position to 67 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Financial Consulate first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Financial Consulate held 67 shares of CMS Energy worth $5.13K as of Q2 2026.
  • Financial Consulate bought 28 CMS Energy shares in Q2 2026, an estimated $2.1K.
  • CMS Energy made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #845 holding.
  • Financial Consulate first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.