Integrated Investment Consultants’s CMS Energy CMS Stock Holding History

Integrated Investment Consultants’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	$835K	Sell	10,919 -3	-0%	-$225	0.16%	92
2026 Q1	$847K	Buy	10,922 +61	+0.6%	+$4.53K	0.18%	85
2025 Q4	$760K	Hold	10,861	–	–	0.15%	102
2025 Q3	$796K	Hold	10,861	–	–	0.13%	106
2025 Q2	$752K	Hold	10,861	–	–	0.15%	104
2025 Q1	$816K	Hold	10,861	–	–	0.16%	101
2024 Q4	$724K	Hold	10,861	–	–	0.15%	117
2024 Q3	$767K	Hold	10,861	–	–	0.17%	91
2024 Q2	$655K	Hold	10,861	–	–	0.18%	96
2024 Q1	$655K	Hold	10,861	–	–	0.18%	96
2023 Q4	$631K	Hold	10,861	–	–	0.2%	90
2023 Q3	$577K	Sell	10,861 -3,293	-23%	-$191K	0.21%	85
2023 Q2	$832K	Sell	14,154 -4,533	-24%	-$273K	0.26%	58
2023 Q1	$1.15M	Buy	+18,687	New	+$1.15M	0.36%	39
2018 Q2	–	Sell	-584	Closed	-$26K	–	269
2018 Q1	$26K	Buy	+584	New	+$25.6K	0.01%	510
2017 Q3	$27K	Hold	584	–	–	0.01%	438
2017 Q2	$27K	Hold	584	–	–	0.01%	440
2017 Q1	$26K	Hold	584	–	–	0.01%	441
2016 Q4	$24K	Hold	584	–	–	0.01%	438
2016 Q3	$24K	Hold	584	–	–	0.01%	444
2016 Q2	$27K	Hold	584	–	–	0.02%	450
2016 Q1	$24K	Buy	+584	New	+$22.9K	0.01%	429

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

Integrated Investment Consultants's CMS Position: Q2 2026 in Review

Integrated Investment Consultants reduced its CMS Energy (CMS) stake by 0.03% in Q2 2026, selling an estimated $225 and leaving 10,919 shares worth $835K. The position accounts for 0.16% of the portfolio, ranked #92.

Integrated Investment Consultants first reported a position in CMS in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.15M in Q1 2023. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Integrated Investment Consultants held 10,919 shares of CMS Energy worth $835K as of Q2 2026.
Integrated Investment Consultants sold 3 CMS Energy shares in Q2 2026, an estimated $225.
CMS Energy made up 0.16% of Integrated Investment Consultants's portfolio in Q2 2026, its #92 holding.
Integrated Investment Consultants first reported a position in CMS Energy in Q1 2016 and has held it in 22 quarters since.
Integrated Investment Consultants's CMS Energy position peaked at $1.15M in Q1 2023.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.