HighPoint Advisor Group’s CMS Energy CMS Stock Holding History

HighPoint Advisor Group’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 Q1	–	Sell	-5,499	Closed	-$385K	–	727
2025 Q4	$385K	Buy	5,499 +71	+1%	+$5.16K	0.01%	756
2025 Q3	$398K	Buy	5,428 +97	+2%	+$6.97K	0.02%	449
2025 Q2	$369K	Buy	5,331 +304	+6%	+$21.7K	0.02%	454
2025 Q1	$370K	Buy	5,027 +197	+4%	+$13.8K	0.02%	432
2024 Q4	$335K	Buy	4,830 +310	+7%	+$21.3K	0.02%	470
2024 Q3	$309K	Sell	4,520 -78	-2%	-$5.12K	0.02%	480
2024 Q2	$299K	Buy	4,598 +426	+10%	+$25.8K	0.02%	476
2024 Q1	$262K	Sell	4,172 -388	-9%	-$22.5K	0.02%	507
2023 Q4	$267K	Buy	+4,560	New	+$255K	0.02%	499
2022 Q2	$326K	Buy	+4,842	New	+$334K	0.04%	378
2021 Q3	$329K	Buy	5,511 +1,119	+25%	+$69.8K	0.03%	380
2021 Q2	$259K	Buy	+4,392	New	+$273K	0.03%	434

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

HighPoint Advisor Group's CMS Position: Q1 2026 in Review

HighPoint Advisor Group sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 5,499 shares — an estimated $385K sold.

HighPoint Advisor Group first reported a position in CMS in Q2 2021 and held it in 12 quarters. The position peaked at $398K in Q3 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

HighPoint Advisor Group reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 5,499 CMS Energy shares in Q1 2026, an estimated $385K.
HighPoint Advisor Group first reported a position in CMS Energy in Q2 2021 and held it in 12 quarters.
HighPoint Advisor Group's CMS Energy position peaked at $398K in Q3 2025.
801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.