Financial Management Professionals’s CMS Energy CMS Stock Holding History

Financial Management Professionals’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	$4.21K	Buy	55 +3	+6%	+$225	﹤0.01%	712
2026 Q1	$4.03K	Buy	52 +39	+300%	+$2.9K	﹤0.01%	647
2025 Q4	$909	Buy	13 +3	+30%	+$218	﹤0.01%	804
2025 Q3	$733	Hold	10	–	–	﹤0.01%	819
2025 Q2	$693	Buy	10 +5	+100%	+$356	﹤0.01%	875
2025 Q1	$376	Hold	5	–	–	﹤0.01%	918
2024 Q4	$333	Hold	5	–	–	﹤0.01%	926
2024 Q3	$0	Hold	5	–	–	﹤0.01%	945
2024 Q2	$0	Hold	5	–	–	﹤0.01%	908
2024 Q1	$0	Buy	+5	New	+$290	﹤0.01%	965
2023 Q4	–	Sell	-5	Closed	–	–	949
2023 Q3	$0	Buy	+5	New	+$290	﹤0.01%	893
2016 Q3	–	Sell	-269	Closed	-$12K	–	318
2016 Q2	$12K	Buy	+269	New	+$11.3K	0.01%	186

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

Financial Management Professionals's CMS Position: Q2 2026 in Review

Financial Management Professionals increased its CMS Energy (CMS) stake by 5.8% in Q2 2026, buying an estimated $225 and bringing the position to 55 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Financial Management Professionals first reported a position in CMS in Q2 2016 and has held it in 12 quarters since. The position peaked at $12K in Q2 2016. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Financial Management Professionals held 55 shares of CMS Energy worth $4.21K as of Q2 2026.
Financial Management Professionals bought 3 CMS Energy shares in Q2 2026, an estimated $225.
CMS Energy made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #712 holding.
Financial Management Professionals first reported a position in CMS Energy in Q2 2016 and has held it in 12 quarters since.
Financial Management Professionals's CMS Energy position peaked at $12K in Q2 2016.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.