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Frank Rimerman Advisors’s CMS Energy CMS Stock Holding History

Frank Rimerman 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
Q2 		$532K Buy
6,953
+759
+12% +$56.9K 0.03% 399
2026
Q1 		$481K Sell
6,194
-56
-0.9% -$4.16K 0.03% 390
2025
Q4 		$437K Sell
6,250
-27
-0.4% -$1.96K 0.03% 414
2025
Q3 		$460K Buy
6,277
+2,306
+58% +$166K 0.03% 388
2025
Q2 		$275K Sell
3,971
-1,051
-21% -$74.9K 0.02% 475
2025
Q1 		$377K Buy
5,022
+353
+8% +$24.7K 0.03% 364
2024
Q4 		$311K Buy
4,669
+556
+14% +$38.3K 0.02% 402
2024
Q3 		$291K Hold
4,113
– – 0.02% 430
2024
Q2 		$245K Buy
4,113
+4,076
+11,016% +$247K 0.02% 487
2024
Q1 		$2.23K Hold
37
– – ﹤0.01% 272
2023
Q4 		$2.15K Buy
+37
New +$2.07K ﹤0.01% 259

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

Frank Rimerman Advisors's CMS Position: Q2 2026 in Review

Frank Rimerman Advisors increased its CMS Energy (CMS) stake by 12% in Q2 2026, buying an estimated $56.9K and bringing the position to 6,953 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #399.

Frank Rimerman Advisors first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Frank Rimerman Advisors held 6,953 shares of CMS Energy worth $532K as of Q2 2026.
  • Frank Rimerman Advisors bought 759 CMS Energy shares in Q2 2026, an estimated $56.9K.
  • CMS Energy made up 0.03% of Frank Rimerman Advisors's portfolio in Q2 2026, its #399 holding.
  • Frank Rimerman Advisors first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.