First Heartland Consultants’s CMS Energy CMS Stock Holding History

First Heartland Consultants’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	–	Sell	-3,307	Closed	-$231K	–	533
2025 Q4	$231K	Buy	3,307 +23	+0.7%	+$1.67K	0.02%	481
2025 Q3	$241K	Sell	3,284 -14	-0.4%	-$1.01K	0.02%	464
2025 Q2	$228K	Buy	+3,298	New	+$235K	0.02%	443
2023 Q4	–	Sell	-4,506	Closed	-$239K	–	362
2023 Q3	$239K	Buy	4,506 +11	+0.2%	+$637	0.03%	334
2023 Q2	$264K	Buy	4,495 +45	+1%	+$2.71K	0.03%	316
2023 Q1	$273K	Buy	4,450 +47	+1%	+$2.89K	0.04%	295
2022 Q4	$279K	Sell	4,403 -329	-7%	-$19.5K	0.04%	291
2022 Q3	$265	Buy	4,732 +40	+0.9%	+$2.69K	0.02%	280
2022 Q2	$316K	Buy	4,692 +67	+1%	+$4.63K	0.05%	256
2022 Q1	$323K	Buy	+4,625	New	+$300K	0.05%	250

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Heartland Consultants's CMS Position: Q1 2026 in Review

First Heartland Consultants sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,307 shares — an estimated $231K sold.

First Heartland Consultants first reported a position in CMS in Q1 2022 and held it in 10 quarters. The position peaked at $323K in Q1 2022. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

First Heartland Consultants reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
First Heartland Consultants sold 3,307 CMS Energy shares in Q1 2026, an estimated $231K.
First Heartland Consultants first reported a position in CMS Energy in Q1 2022 and held it in 10 quarters.
First Heartland Consultants's CMS Energy position peaked at $323K in Q1 2022.
801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.