Financial Strategies Group’s CMS Energy CMS Stock Holding History

Financial Strategies Group’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	$273K	Buy	3,590 +22	+0.6%	+$1.63K	0.05%	86
2025 Q4	$251K	Buy	3,568 +22	+0.6%	+$1.6K	0.05%	88
2025 Q3	$257K	Sell	3,546 -35	-1%	-$2.51K	0.05%	86
2025 Q2	$252K	Sell	3,581 -263	-7%	-$18.7K	0.05%	89
2025 Q1	$279K	Buy	3,844 +22	+0.6%	+$1.54K	0.07%	84
2024 Q4	$249K	Buy	3,822 +21	+0.6%	+$1.45K	0.06%	94
2024 Q3	$266K	Buy	3,801 +122	+3%	+$8.01K	0.06%	91
2024 Q2	$217K	Buy	3,679 +24	+0.7%	+$1.45K	0.05%	91
2024 Q1	$217K	Buy	3,655 +26	+0.7%	+$1.51K	0.06%	76
2023 Q4	$202K	Buy	+3,629	New	+$203K	0.06%	77

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

Financial Strategies Group's CMS Position: Q1 2026 in Review

Financial Strategies Group increased its CMS Energy (CMS) stake by 0.62% in Q1 2026, buying an estimated $1.63K and bringing the position to 3,590 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #86.

Financial Strategies Group first reported a position in CMS in Q4 2023 and has held it in 10 quarters since. The position peaked at $279K in Q1 2025. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Financial Strategies Group held 3,590 shares of CMS Energy worth $273K as of Q1 2026.
Financial Strategies Group bought 22 CMS Energy shares in Q1 2026, an estimated $1.63K.
CMS Energy made up 0.05% of Financial Strategies Group's portfolio in Q1 2026, its #86 holding.
Financial Strategies Group first reported a position in CMS Energy in Q4 2023 and has held it in 10 quarters since.
Financial Strategies Group's CMS Energy position peaked at $279K in Q1 2025.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.