Global Retirement Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $972K | Buy |
+12,710
| New | +$953K | 0.01% | 760 |
|
|
2025
Q4 | $212K | Sell |
3,032
-9,237
| -75% | -$672K | ﹤0.01% | 1444 |
|
|
2025
Q3 | $899K | Buy |
12,269
+9,982
| +436% | +$717K | 0.02% | 571 |
|
|
2025
Q2 | $158K | Buy |
+2,287
| New | +$163K | ﹤0.01% | 1203 |
|
|
2024
Q4 | $144K | Sell |
2,165
-439
| -17% | -$30.2K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $184K | Buy |
2,604
+615
| +31% | +$40.4K | 0.01% | 944 |
|
|
2024
Q2 | $118K | Buy |
1,989
+835
| +72% | +$50.5K | ﹤0.01% | 1111 |
|
|
2024
Q1 | $69.6K | Sell |
1,154
-714
| -38% | -$41.4K | ﹤0.01% | 1246 |
|
|
2023
Q4 | $109K | Buy |
1,868
+835
| +81% | +$46.6K | ﹤0.01% | 997 |
|
|
2023
Q3 | $54K | Buy |
1,033
+24
| +2% | +$1.39K | ﹤0.01% | 1231 |
|
|
2023
Q2 | $59.3K | Buy |
1,009
+28
| +3% | +$1.69K | ﹤0.01% | 1192 |
|
|
2023
Q1 | $60K | Buy |
981
+842
| +606% | +$51.8K | ﹤0.01% | 1156 |
|
|
2022
Q4 | $8.8K | Buy |
139
+27
| +24% | +$1.6K | ﹤0.01% | 1831 |
|
|
2022
Q3 | $6K | Buy |
112
+5
| +5% | +$336 | ﹤0.01% | 1849 |
|
|
2022
Q2 | $7K | Buy |
107
+5
| +5% | +$345 | ﹤0.01% | 1763 |
|
|
2022
Q1 | $7K | Buy |
+102
| New | +$6.62K | ﹤0.01% | 1755 |
|
|
2021
Q4 | – | Sell |
-57
| Closed | -$3K | – | 508 |
|
|
2021
Q3 | $3K | Buy |
57
+32
| +128% | +$2K | ﹤0.01% | 1739 |
|
|
2021
Q2 | $1K | Buy |
+25
| New | +$1.55K | ﹤0.01% | 1787 |
|
|
2021
Q1 | – | Sell |
-76
| Closed | -$5K | – | 1791 |
|
|
2020
Q4 | $5K | Sell |
76
-23
| -23% | -$1.44K | ﹤0.01% | 1435 |
|
|
2020
Q3 | $6K | Hold |
99
| – | – | ﹤0.01% | 1270 |
|
|
2020
Q2 | $6K | Buy |
99
+19
| +24% | +$1.1K | ﹤0.01% | 1232 |
|
|
2020
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q4 | $5K | Sell |
80
-15
| -16% | -$935 | ﹤0.01% | 1324 |
|
|
2019
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 1239 |
|
|
2019
Q2 | $6K | Sell |
95
-9
| -9% | -$505 | ﹤0.01% | 1233 |
|
|
2019
Q1 | $6K | Sell |
104
-21
| -17% | -$1.11K | ﹤0.01% | 1184 |
|
|
2018
Q4 | $6K | Sell |
125
-25
| -17% | -$1.26K | ﹤0.01% | 1097 |
|
|
2018
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 1127 |
|
|
2018
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 1087 |
|
|
2018
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 1055 |
|
|
2017
Q4 | $7K | Buy |
150
+22
| +17% | +$1.07K | ﹤0.01% | 1006 |
|
|
2017
Q3 | $6K | Sell |
128
-30
| -19% | -$1.42K | ﹤0.01% | 954 |
|
|
2017
Q2 | $7K | Buy |
158
+135
| +587% | +$6.24K | ﹤0.01% | 859 |
|
|
2017
Q1 | $1K | Buy |
+23
| New | +$996 | ﹤0.01% | 1051 |
|
Other funds holding CMS
Global Retirement Partners's CMS Position: Q2 2026 in Review
Global Retirement Partners opened a new position in CMS Energy (CMS) in Q2 2026: 12,710 shares worth $972K. The stake represents 0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CMS as recently as Q4 2025.
Global Retirement Partners first reported a position in CMS in Q1 2017 and has held it in 34 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Global Retirement Partners held 12,710 shares of CMS Energy worth $972K as of Q2 2026.
- CMS Energy was a new Global Retirement Partners position in Q2 2026.
- CMS Energy made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #760 holding.
- Global Retirement Partners first reported a position in CMS Energy in Q1 2017 and has held it in 34 quarters since.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.