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Howe & Rusling’s CMS Energy CMS Stock Holding History

Howe & Rusling’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 		$8.88M Buy
116,029
+1,430
+1% +$107K 0.51% 60
2026
Q1 		$8.89M Buy
114,599
+541
+0.5% +$40.2K 0.58% 54
2025
Q4 		$7.98M Buy
114,058
+315
+0.3% +$22.9K 0.53% 58
2025
Q3 		$8.33M Sell
113,743
-785
-0.7% -$56.4K 0.57% 54
2025
Q2 		$7.93M Sell
114,528
-10,056
-8% -$716K 0.59% 52
2025
Q1 		$9.36M Sell
124,584
-1,444
-1% -$101K 0.79% 40
2024
Q4 		$8.4M Sell
126,028
-2,495
-2% -$172K 0.72% 43
2024
Q3 		$9.08M Buy
128,523
+281
+0.2% +$18.4K 0.78% 38
2024
Q2 		$7.63M Sell
128,242
-400
-0.3% -$24.2K 0.7% 42
2024
Q1 		$7.76M Buy
128,642
+36,161
+39% +$2.1M 0.74% 44
2023
Q4 		$5.37M Sell
92,481
-20,842
-18% -$1.16M 0.57% 61
2023
Q3 		$6.02M Sell
113,323
-2,242
-2% -$130K 0.71% 51
2023
Q2 		$6.79M Buy
115,565
+231
+0.2% +$13.9K 0.76% 44
2023
Q1 		$7.08M Buy
115,334
+11,047
+11% +$679K 0.84% 39
2022
Q4 		$6.6M Sell
104,287
-11,369
-10% -$672K 0.83% 43
2022
Q3 		$6.74M Buy
115,656
+604
+0.5% +$40.6K 0.89% 39
2022
Q2 		$7.77M Buy
115,052
+3,122
+3% +$216K 0.98% 35
2022
Q1 		$7.83M Buy
111,930
+13,011
+13% +$844K 0.9% 41
2021
Q4 		$6.43M Sell
98,919
-12,340
-11% -$758K 0.75% 46
2021
Q3 		$6.65M Buy
+111,259
New +$6.94M 0.83% 46
2019
Q3 		– Sell
-42
Closed -$2K – 835
2019
Q2 		$2K Buy
+42
New +$2.36K ﹤0.01% 652
2016
Q3 		– Sell
-185
Closed -$8K – 1042
2016
Q2 		$8K Sell
185
-375
-67% -$15.8K ﹤0.01% 524
2016
Q1 		$24K Buy
+560
New +$21.9K 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 $3.37T AUM 44.26% 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

Howe & Rusling's CMS Position: Q2 2026 in Review

Howe & Rusling increased its CMS Energy (CMS) stake by 1.2% in Q2 2026, buying an estimated $107K and bringing the position to 116,029 shares worth $8.88M. The position accounts for 0.51% of the portfolio, ranked #60.

Howe & Rusling first reported a position in CMS in Q1 2016 and has held it in 23 quarters since. The position peaked at $9.36M in Q1 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Howe & Rusling held 116,029 shares of CMS Energy worth $8.88M as of Q2 2026.
  • Howe & Rusling bought 1,430 CMS Energy shares in Q2 2026, an estimated $107K.
  • CMS Energy made up 0.51% of Howe & Rusling's portfolio in Q2 2026, its #60 holding.
  • Howe & Rusling first reported a position in CMS Energy in Q1 2016 and has held it in 23 quarters since.
  • Howe & Rusling's CMS Energy position peaked at $9.36M in Q1 2025.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.