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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return