Journey Advisory Group’s CMS Energy CMS Stock Holding History

Journey Advisory Group’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	$233K	Hold	3,050	–	–	0.02%	258
2026 Q1	$237K	Sell	3,050 -1,000	-25%	-$74.2K	0.02%	232
2025 Q4	$283K	Hold	4,050	–	–	0.02%	230
2025 Q3	$297K	Hold	4,050	–	–	0.02%	235
2025 Q2	$281K	Hold	4,050	–	–	0.02%	248
2025 Q1	$304K	Hold	4,050	–	–	0.02%	236
2024 Q4	$241K	Hold	4,050	–	–	0.03%	208
2024 Q3	$241K	Hold	4,050	–	–	0.03%	208
2024 Q2	$241K	Hold	4,050	–	–	0.03%	208
2024 Q1	$244K	Hold	4,050	–	–	0.03%	212
2023 Q4	$235K	Hold	4,050	–	–	0.03%	198
2023 Q3	$215K	Hold	4,050	–	–	0.03%	204
2023 Q2	$238K	Hold	4,050	–	–	0.04%	207
2023 Q1	$249K	Buy	4,050 +850	+27%	+$52.2K	0.04%	210
2022 Q4	$203K	Hold	3,200	–	–	0.05%	218
2022 Q3	$186K	Buy	+3,200	New	+$215K	0.05%	228

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Advisory Group's CMS Position: Q2 2026 in Review

Journey Advisory Group held its CMS Energy (CMS) position steady in Q2 2026 at 3,050 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #258.

Journey Advisory Group first reported a position in CMS in Q3 2022 and has held it in 16 quarters since. The position peaked at $304K in Q1 2025. 512 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Journey Advisory Group held 3,050 shares of CMS Energy worth $233K as of Q2 2026.
Journey Advisory Group left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #258 holding.
Journey Advisory Group first reported a position in CMS Energy in Q3 2022 and has held it in 16 quarters since.
Journey Advisory Group's CMS Energy position peaked at $304K in Q1 2025.
512 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.