Henrickson Nauta Wealth Advisors’s CMS Energy CMS Stock Holding History

Henrickson Nauta Wealth 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	$279K	Buy	3,644 +316	+9%	+$23.7K	0.07%	94
2026 Q1	$258K	Sell	3,328 -1,719	-34%	-$128K	0.07%	89
2025 Q4	$355K	Buy	5,047 +1,539	+44%	+$112K	0.05%	91
2025 Q3	$257K	Buy	3,508 +31	+0.9%	+$2.23K	0.08%	74
2025 Q2	$241K	Sell	3,477 -42	-1%	-$2.99K	0.08%	72
2025 Q1	$252K	Buy	3,519 +13	+0.4%	+$908	0.1%	63
2024 Q4	$234K	Hold	3,506	–	–	0.1%	76
2024 Q3	$248K	Buy	3,506 +39	+1%	+$2.56K	0.1%	71
2024 Q2	$206K	Buy	+3,467	New	+$210K	0.09%	73
2023 Q3	–	Sell	-3,406	Closed	-$200K	–	59
2023 Q2	$200K	Hold	3,406	–	–	0.14%	56
2023 Q1	$209K	Hold	3,406	–	–	0.15%	55
2022 Q4	$216K	Buy	+3,406	New	+$201K	0.17%	50
2022 Q3	–	Sell	-3,406	Closed	-$230K	–	47
2022 Q2	$230K	Hold	3,406	–	–	0.21%	40
2022 Q1	$238K	Hold	3,406	–	–	0.2%	37
2021 Q4	$213K	Buy	+3,406	New	+$209K	0.17%	41

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 $3.37T AUM 44.26% 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

Henrickson Nauta Wealth Advisors's CMS Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its CMS Energy (CMS) stake by 9.5% in Q2 2026, buying an estimated $23.7K and bringing the position to 3,644 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #94.

Henrickson Nauta Wealth Advisors first reported a position in CMS in Q4 2021 and has held it in 15 quarters since. The position peaked at $355K in Q4 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Henrickson Nauta Wealth Advisors held 3,644 shares of CMS Energy worth $279K as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 316 CMS Energy shares in Q2 2026, an estimated $23.7K.
CMS Energy made up 0.07% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Henrickson Nauta Wealth Advisors first reported a position in CMS Energy in Q4 2021 and has held it in 15 quarters since.
Henrickson Nauta Wealth Advisors's CMS Energy position peaked at $355K in Q4 2025.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.