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Johnson Financial Group Inc (Wisconsin)’s CMS Energy CMS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$2.07K Sell
27
-416
-94% -$31.2K ﹤0.01% 767
2026
Q1 		$34.4K Hold
443
– – ﹤0.01% 508
2025
Q4 		$31K Hold
443
– – ﹤0.01% 548
2025
Q3 		$32.5K Buy
443
+105
+31% +$7.54K ﹤0.01% 665
2025
Q2 		$23.4K Hold
338
– – ﹤0.01% 533
2025
Q1 		$25.4K Hold
338
– – ﹤0.01% 701
2024
Q4 		$22.3K Hold
338
– – ﹤0.01% 582
2024
Q3 		$23.9K Hold
338
– – ﹤0.01% 591
2024
Q2 		$20.1K Hold
338
– – ﹤0.01% 520
2024
Q1 		$20.4K Hold
338
– – ﹤0.01% 501
2023
Q4 		$19.6K Hold
338
– – ﹤0.01% 558
2023
Q3 		$18K Hold
338
– – ﹤0.01% 491
2023
Q2 		$19.9K Hold
338
– – ﹤0.01% 496
2023
Q1 		$20.7K Buy
338
+154
+84% +$9.47K ﹤0.01% 486
2022
Q4 		$11.7K Hold
184
– – ﹤0.01% 482
2022
Q3 		$10K Sell
184
-338
-65% -$22.7K ﹤0.01% 492
2022
Q2 		$35K Hold
522
– – ﹤0.01% 428
2022
Q1 		$37K Hold
522
– – ﹤0.01% 473
2021
Q4 		$34K Hold
522
– – ﹤0.01% 506
2021
Q3 		$31K Hold
522
– – ﹤0.01% 461
2021
Q2 		$31K Hold
522
– – ﹤0.01% 468
2021
Q1 		$32K Hold
522
– – ﹤0.01% 462
2020
Q4 		$32K Hold
522
– – ﹤0.01% 367
2020
Q3 		$32K Hold
522
– – ﹤0.01% 312
2020
Q2 		$30K Hold
522
– – ﹤0.01% 301
2020
Q1 		$31K Sell
522
-134
-20% -$8.57K ﹤0.01% 317
2019
Q4 		$41K Sell
656
-90
-12% -$5.61K ﹤0.01% 322
2019
Q3 		$48K Sell
746
-160
-18% -$9.71K ﹤0.01% 338
2019
Q2 		$53K Sell
906
-81
-8% -$4.55K ﹤0.01% 322
2019
Q1 		$55K Sell
987
-134
-12% -$7.06K ﹤0.01% 312
2018
Q4 		$56K Sell
1,121
-30
-3% -$1.51K 0.01% 311
2018
Q3 		$57K Sell
1,151
-875
-43% -$42.6K 0.01% 311
2018
Q2 		$95K Sell
2,026
-860
-30% -$38.8K 0.01% 269
2018
Q1 		$131K Sell
2,886
-20,372
-88% -$894K 0.02% 249
2017
Q4 		$1.1M Buy
23,258
+2,497
+12% +$121K 0.13% 118
2017
Q3 		$961K Buy
20,761
+1,795
+9% +$84.7K 0.13% 120
2017
Q2 		$877K Sell
18,966
-961
-5% -$44.4K 0.13% 128
2017
Q1 		$892K Buy
19,927
+656
+3% +$28.4K 0.11% 164
2016
Q4 		$802K Buy
19,271
+2,895
+18% +$118K 0.11% 165
2016
Q3 		$688K Sell
16,376
-1,460
-8% -$63.7K 0.09% 173
2016
Q2 		$818K Buy
17,836
+310
+2% +$13K 0.11% 152
2016
Q1 		$744K Buy
17,526
+2,912
+20% +$114K 0.15% 138
2015
Q4 		$527K Buy
14,614
+143
+1% +$5.1K 0.11% 158
2015
Q3 		$511K Buy
14,471
+2,559
+21% +$86.3K 0.11% 166
2015
Q2 		$379K Sell
11,912
-175
-1% -$5.88K 0.08% 196
2015
Q1 		$422K Buy
12,087
+1,236
+11% +$43.9K 0.09% 181
2014
Q4 		$377K Buy
10,851
+126
+1% +$4.12K 0.09% 172
2014
Q3 		$318K Buy
10,725
+812
+8% +$24.2K 0.08% 181
2014
Q2 		$309K Sell
9,913
-533
-5% -$15.9K 0.08% 185
2014
Q1 		$306K Buy
10,446
+134
+1% +$3.71K 0.09% 172
2013
Q4 		$276K Sell
10,312
-339
-3% -$9.13K 0.08% 181
2013
Q3 		$280K Sell
10,651
-3,009
-22% -$81.7K 0.08% 174
2013
Q2 		$371K Buy
+13,660
New +$383K 0.1% 158

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

Johnson Financial Group Inc (Wisconsin)'s CMS Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its CMS Energy (CMS) stake by 94% in Q2 2026, selling an estimated $31.2K and leaving 27 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Johnson Financial Group Inc (Wisconsin) first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.1M in Q4 2017. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 27 shares of CMS Energy worth $2.07K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 416 CMS Energy shares in Q2 2026, an estimated $31.2K.
  • CMS Energy made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #767 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s CMS Energy position peaked at $1.1M in Q4 2017.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.