Johnson Investment Counsel’s CMS Energy CMS Stock Holding History

Johnson Investment Counsel’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	$269K	Sell	3,510 -16	-0.5%	-$1.2K	﹤0.01%	758
2026 Q1	$274K	Buy	3,526 +67	+2%	+$4.97K	﹤0.01%	729
2025 Q4	$242K	Buy	3,459 +206	+6%	+$15K	﹤0.01%	726
2025 Q3	$238K	Buy	+3,253	New	+$234K	﹤0.01%	755
2020 Q4	–	Sell	-3,894	Closed	-$239K	–	595
2020 Q3	$239K	Buy	3,894 +55	+1%	+$3.37K	﹤0.01%	515
2020 Q2	$224K	Hold	3,839	–	–	﹤0.01%	529
2020 Q1	$226K	Sell	3,839 -600	-14%	-$38.4K	0.01%	498
2019 Q4	$279K	Buy	4,439 +113	+3%	+$7.04K	0.01%	522
2019 Q3	$277K	Hold	4,326	–	–	0.01%	516
2019 Q2	$250K	Buy	4,326 +200	+5%	+$11.2K	0.01%	543
2019 Q1	$229K	Sell	4,126 -150	-4%	-$7.91K	﹤0.01%	557
2018 Q4	$212K	Hold	4,276	–	–	0.01%	557
2018 Q3	$209K	Hold	4,276	–	–	﹤0.01%	589
2018 Q2	$202K	Buy	+4,276	New	+$193K	0.01%	601
2018 Q1	–	Sell	-4,559	Closed	-$215K	–	613
2017 Q4	$215K	Buy	4,559 +103	+2%	+$4.99K	0.01%	575
2017 Q3	$206K	Hold	4,456	–	–	0.01%	581
2017 Q2	$206K	Buy	+4,456	New	+$206K	0.01%	580
2017 Q1	–	Sell	-5,139	Closed	-$213K	–	614
2016 Q4	$213K	Buy	+5,139	New	+$210K	0.01%	548

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

Johnson Investment Counsel's CMS Position: Q2 2026 in Review

Johnson Investment Counsel reduced its CMS Energy (CMS) stake by 0.45% in Q2 2026, selling an estimated $1.2K and leaving 3,510 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Johnson Investment Counsel first reported a position in CMS in Q4 2016 and has held it in 18 quarters since. The position peaked at $279K in Q4 2019. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Johnson Investment Counsel held 3,510 shares of CMS Energy worth $269K as of Q2 2026.
Johnson Investment Counsel sold 16 CMS Energy shares in Q2 2026, an estimated $1.2K.
CMS Energy made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #758 holding.
Johnson Investment Counsel first reported a position in CMS Energy in Q4 2016 and has held it in 18 quarters since.
Johnson Investment Counsel's CMS Energy position peaked at $279K in Q4 2019.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.