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HFM Investment Advisors’s CMS Energy CMS Stock Holding History

HFM Investment 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 		$1.3K Buy
17
+8
+89% +$600 ﹤0.01% 630
2026
Q1 		$698 Buy
9
+1
+13% +$74 ﹤0.01% 542
2025
Q4 		$560 Sell
8
-1
-11% -$73 ﹤0.01% 676
2025
Q3 		$659 Hold
9
– – ﹤0.01% 543
2025
Q2 		$624 Buy
9
+4
+80% +$285 ﹤0.01% 568
2025
Q1 		$376 Buy
+5
New +$349 ﹤0.01% 376

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HFM Investment Advisors's CMS Position: Q2 2026 in Review

HFM Investment Advisors increased its CMS Energy (CMS) stake by 89% in Q2 2026, buying an estimated $600 and bringing the position to 17 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

HFM Investment Advisors first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • HFM Investment Advisors held 17 shares of CMS Energy worth $1.3K as of Q2 2026.
  • HFM Investment Advisors bought 8 CMS Energy shares in Q2 2026, an estimated $600.
  • CMS Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #630 holding.
  • HFM Investment Advisors first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.