Jones Financial Companies
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Jones Financial Companies’s CMS Energy CMS Stock Holding History

Jones Financial Companies’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 		$6.16M Buy
78,109
+11,390
+17% +$854K ﹤0.01% 1101
2026
Q1 		$5.08M Buy
66,719
+60,733
+1,015% +$4.51M ﹤0.01% 1068
2025
Q4 		$419K Buy
5,986
+1,148
+24% +$83.5K ﹤0.01% 1594
2025
Q3 		$348K Buy
4,838
+1,130
+30% +$81.2K ﹤0.01% 1557
2025
Q2 		$256K Buy
3,708
+925
+33% +$65.9K ﹤0.01% 1554
2025
Q1 		$206K Buy
2,783
+1,379
+98% +$96.3K ﹤0.01% 1482
2024
Q4 		$93.6K Buy
1,404
+792
+129% +$54.5K ﹤0.01% 1644
2024
Q3 		$43.1K Buy
612
+257
+72% +$16.9K ﹤0.01% 1698
2024
Q2 		$21.1K Buy
+355
New +$21.5K ﹤0.01% 1523

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

Jones Financial Companies's CMS Position: Q2 2026 in Review

Jones Financial Companies increased its CMS Energy (CMS) stake by 17% in Q2 2026, buying an estimated $854K and bringing the position to 78,109 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Jones Financial Companies first reported a position in CMS in Q2 2024 and has held it in 9 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Jones Financial Companies held 78,109 shares of CMS Energy worth $6.16M as of Q2 2026.
  • Jones Financial Companies bought 11,390 CMS Energy shares in Q2 2026, an estimated $854K.
  • CMS Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1101 holding.
  • Jones Financial Companies first reported a position in CMS Energy in Q2 2024 and has held it in 9 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.