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Garton & Associates Financial Advisors’s CMS Energy CMS Stock Holding History

Garton & Associates Financial 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
-145
Closed -$10.1K – 237
2025
Q4 		$10.1K Buy
+145
New +$10.5K 0.01% 824

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Garton & Associates Financial Advisors's CMS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 145 shares — an estimated $10.1K sold.

Garton & Associates Financial Advisors first reported a position in CMS in Q4 2025 and held it in 1 quarter. The position peaked at $10.1K in Q4 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 145 CMS Energy shares in Q1 2026, an estimated $10.1K.
  • Garton & Associates Financial Advisors first reported a position in CMS Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's CMS Energy position peaked at $10.1K in Q4 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.