Flagship Harbor Advisors’s CMS Energy CMS Stock Holding History

Flagship Harbor Advisors’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	-130	Closed	-$9.15K	–	981
2025 Q4	$9.15K	Buy	+130	New	+$9.46K	﹤0.01%	1527
2020 Q4	–	Sell	-183	Closed	-$11K	–	755
2020 Q3	$11K	Hold	183	–	–	﹤0.01%	1297
2020 Q2	$10K	Buy	183 +1	+0.5%	+$58	﹤0.01%	1346
2020 Q1	$11K	Buy	182 +1	+0.6%	+$64	﹤0.01%	1188
2019 Q4	$11K	Buy	181 +1	+0.6%	+$62	﹤0.01%	1297
2019 Q3	$11K	Hold	180	–	–	﹤0.01%	1251
2019 Q2	$10K	Buy	180 +1	+0.6%	+$56	﹤0.01%	1285
2019 Q1	$9K	Buy	179 +1	+0.6%	+$53	﹤0.01%	1317
2018 Q4	$8K	Hold	178	–	–	﹤0.01%	1289
2018 Q3	$9K	Buy	178 +2	+1%	+$97	﹤0.01%	1457
2018 Q2	$8K	Buy	+176	New	+$7.95K	﹤0.01%	1457

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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 $653B AUM 32.41% 1-Year Est. Return