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Keating Financial Advisory Services’s CMS Energy CMS Stock Holding History

Keating Financial Advisory Services’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 		$14.6K Buy
191
+68
+55% +$5.1K ﹤0.01% 1103
2026
Q1 		$9.54K Buy
123
+37
+43% +$2.75K ﹤0.01% 1151
2025
Q4 		$6.01K Buy
+86
New +$6.25K ﹤0.01% 1236

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

Keating Financial Advisory Services's CMS Position: Q2 2026 in Review

Keating Financial Advisory Services increased its CMS Energy (CMS) stake by 55% in Q2 2026, buying an estimated $5.1K and bringing the position to 191 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Keating Financial Advisory Services first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Keating Financial Advisory Services held 191 shares of CMS Energy worth $14.6K as of Q2 2026.
  • Keating Financial Advisory Services bought 68 CMS Energy shares in Q2 2026, an estimated $5.1K.
  • CMS Energy made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1103 holding.
  • Keating Financial Advisory Services first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.