Harbor Investment Advisory’s CMS Energy CMS Stock Holding History

Harbor Investment Advisory’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	$21.6K	Hold	283	–	–	﹤0.01%	931
2026 Q1	$22K	Hold	283	–	–	﹤0.01%	774
2025 Q4	$19.8K	Buy	+283	New	+$20.6K	﹤0.01%	825
2024 Q3	–	Sell	-4	Closed	-$238	–	1187
2024 Q2	$238	Buy	+4	New	+$242	﹤0.01%	1170
2023 Q3	–	Sell	-1,140	Closed	-$67K	–	1216
2023 Q2	$67K	Hold	1,140	–	–	0.01%	619
2023 Q1	$70K	Hold	1,140	–	–	0.01%	607
2022 Q4	$72.2K	Hold	1,140	–	–	0.01%	576
2022 Q3	$66K	Hold	1,140	–	–	0.01%	587
2022 Q2	$77K	Hold	1,140	–	–	0.01%	565
2022 Q1	$80K	Hold	1,140	–	–	0.01%	596
2021 Q4	$74K	Hold	1,140	–	–	0.01%	623
2021 Q3	$68K	Hold	1,140	–	–	0.01%	636
2021 Q2	$67K	Hold	1,140	–	–	0.01%	623
2021 Q1	$70K	Sell	1,140 -34	-3%	-$1.95K	0.01%	579
2020 Q4	$72K	Buy	1,174 +348	+42%	+$21.8K	0.01%	530
2020 Q3	$51K	Buy	+826	New	+$50.6K	0.01%	495
2020 Q1	–	Sell	-147	Closed	-$9K	–	1047
2019 Q4	$9K	Buy	+147	New	+$9.16K	﹤0.01%	646

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harbor Investment Advisory's CMS Position: Q2 2026 in Review

Harbor Investment Advisory held its CMS Energy (CMS) position steady in Q2 2026 at 283 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Harbor Investment Advisory first reported a position in CMS in Q4 2019 and has held it in 17 quarters since. The position peaked at $80K in Q1 2022. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Harbor Investment Advisory held 283 shares of CMS Energy worth $21.6K as of Q2 2026.
Harbor Investment Advisory left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #931 holding.
Harbor Investment Advisory first reported a position in CMS Energy in Q4 2019 and has held it in 17 quarters since.
Harbor Investment Advisory's CMS Energy position peaked at $80K in Q1 2022.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.