Key Financial Inc’s CMS Energy CMS Stock Holding History

Key Financial Inc’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	$536	Sell	7 -39	-85%	-$2.92K	﹤0.01%	1262
2026 Q1	$3.57K	Hold	46	–	–	﹤0.01%	1095
2025 Q4	$3.22K	Hold	46	–	–	﹤0.01%	1111
2025 Q3	$3.33K	Hold	46	–	–	﹤0.01%	1120
2025 Q2	$3.19K	Hold	46	–	–	﹤0.01%	1111
2025 Q1	$3.46K	Hold	46	–	–	﹤0.01%	1073
2024 Q4	$3.07K	Buy	46 +39	+557%	+$2.68K	﹤0.01%	1090
2024 Q3	$494	Hold	7	–	–	﹤0.01%	1262
2024 Q2	$417	Hold	7	–	–	﹤0.01%	1261
2024 Q1	$422	Hold	7	–	–	﹤0.01%	1242
2023 Q4	$406	Hold	7	–	–	﹤0.01%	1250
2023 Q3	$372	Hold	7	–	–	﹤0.01%	1273
2023 Q2	$411	Hold	7	–	–	﹤0.01%	1311
2023 Q1	$430	Hold	7	–	–	﹤0.01%	1102
2022 Q4	$408	Hold	7	–	–	﹤0.01%	1108
2022 Q3	$0	Hold	7	–	–	﹤0.01%	1119
2022 Q2	$0	Hold	7	–	–	﹤0.01%	1099
2022 Q1	$0	Hold	7	–	–	﹤0.01%	1068
2021 Q4	$0	Hold	7	–	–	﹤0.01%	956
2021 Q3	$0	Buy	+7	New	+$437	﹤0.01%	914

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

Key Financial Inc's CMS Position: Q2 2026 in Review

Key Financial Inc reduced its CMS Energy (CMS) stake by 85% in Q2 2026, selling an estimated $2.92K and leaving 7 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Key Financial Inc first reported a position in CMS in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.57K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Key Financial Inc held 7 shares of CMS Energy worth $536 as of Q2 2026.
Key Financial Inc sold 39 CMS Energy shares in Q2 2026, an estimated $2.92K.
CMS Energy made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1262 holding.
Key Financial Inc first reported a position in CMS Energy in Q3 2021 and has held it in 20 quarters since.
Key Financial Inc's CMS Energy position peaked at $3.57K in Q1 2026.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.