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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return