JNBA Financial Advisors’s CMS Energy CMS Stock Holding History

JNBA Financial 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	$22.9K	Hold	300	–	–	﹤0.01%	420
2026 Q1	$23.3K	Hold	300	–	–	﹤0.01%	400
2025 Q4	$21K	Hold	300	–	–	﹤0.01%	417
2025 Q3	$22K	Hold	300	–	–	﹤0.01%	396
2025 Q2	$20.8K	Hold	300	–	–	﹤0.01%	389
2025 Q1	$22.5K	Hold	300	–	–	﹤0.01%	366
2024 Q4	$20K	Hold	300	–	–	﹤0.01%	388
2024 Q3	$21.2K	Hold	300	–	–	﹤0.01%	384
2024 Q2	$17.9K	Hold	300	–	–	﹤0.01%	396
2024 Q1	$18.1K	Hold	300	–	–	﹤0.01%	403
2023 Q4	$17.4K	Hold	300	–	–	﹤0.01%	407
2023 Q3	$15.9K	Hold	300	–	–	﹤0.01%	413
2023 Q2	$17.6K	Hold	300	–	–	﹤0.01%	399
2023 Q1	$18.4K	Hold	300	–	–	﹤0.01%	403
2022 Q4	$19K	Hold	300	–	–	﹤0.01%	380
2022 Q3	$17K	Hold	300	–	–	﹤0.01%	394
2022 Q2	$20K	Hold	300	–	–	﹤0.01%	388
2022 Q1	$21K	Hold	300	–	–	﹤0.01%	394
2021 Q4	$20K	Hold	300	–	–	﹤0.01%	416
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	428
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	412
2021 Q1	$18K	Hold	300	–	–	﹤0.01%	394
2020 Q4	$18K	Hold	300	–	–	﹤0.01%	374
2020 Q3	$18K	Hold	300	–	–	﹤0.01%	354
2020 Q2	$18K	Hold	300	–	–	﹤0.01%	337
2020 Q1	$18K	Hold	300	–	–	﹤0.01%	313
2019 Q4	$19K	Hold	300	–	–	﹤0.01%	353
2019 Q3	$19K	Sell	300 -150	-33%	-$9.11K	﹤0.01%	337
2019 Q2	$26K	Buy	450 +150	+50%	+$8.42K	0.01%	306
2019 Q1	$17K	Hold	300	–	–	﹤0.01%	342
2018 Q4	$15K	Buy	+300	New	+$15.2K	﹤0.01%	331
2018 Q3	–	Sell	-300	Closed	-$14K	–	528
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	353
2018 Q1	$14K	Hold	300	–	–	﹤0.01%	341
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	343
2017 Q3	$14K	Hold	300	–	–	﹤0.01%	331
2017 Q2	$14K	Hold	300	–	–	﹤0.01%	325
2017 Q1	$13K	Buy	+300	New	+$13K	﹤0.01%	335
2016 Q4	–	Sell	-678	Closed	-$28K	–	652
2016 Q3	$28K	Buy	+678	New	+$29.6K	﹤0.01%	700
2014 Q1	–	Sell	-670	Closed	-$18K	–	478
2013 Q4	$18K	Hold	670	–	–	0.01%	255
2013 Q3	$18K	Buy	+670	New	+$18.2K	0.01%	243

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JNBA Financial Advisors's CMS Position: Q2 2026 in Review

JNBA Financial Advisors held its CMS Energy (CMS) position steady in Q2 2026 at 300 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

JNBA Financial Advisors first reported a position in CMS in Q3 2013 and has held it in 40 quarters since. The position peaked at $28K in Q3 2016. 247 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

JNBA Financial Advisors held 300 shares of CMS Energy worth $22.9K as of Q2 2026.
JNBA Financial Advisors left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #420 holding.
JNBA Financial Advisors first reported a position in CMS Energy in Q3 2013 and has held it in 40 quarters since.
JNBA Financial Advisors's CMS Energy position peaked at $28K in Q3 2016.
247 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.