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Larson Financial Group’s CMS Energy CMS Stock Holding History

Larson Financial 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 		$211K Buy
2,759
+730
+36% +$54.7K 0.01% 830
2026
Q1 		$157K Buy
2,029
+123
+6% +$9.13K 0.01% 801
2025
Q4 		$133K Sell
1,906
-340
-15% -$24.7K ﹤0.01% 826
2025
Q3 		$165K Buy
2,246
+545
+32% +$39.1K 0.01% 749
2025
Q2 		$118K Buy
1,701
+907
+114% +$64.6K ﹤0.01% 801
2025
Q1 		$59.6K Buy
794
+74
+10% +$5.17K ﹤0.01% 960
2024
Q4 		$48K Buy
720
+696
+2,900% +$47.9K ﹤0.01% 915
2024
Q3 		$1.72K Buy
24
+6
+33% +$394 ﹤0.01% 1885
2024
Q2 		$1.09K Buy
18
+4
+29% +$242 ﹤0.01% 1693
2024
Q1 		$852 Hold
14
– – ﹤0.01% 1481
2023
Q4 		$813 Hold
14
– – ﹤0.01% 1502
2023
Q3 		$744 Hold
14
– – ﹤0.01% 1535
2023
Q2 		$823 Hold
14
– – ﹤0.01% 1390
2023
Q1 		$859 Hold
14
– – ﹤0.01% 1366
2022
Q4 		$887 Hold
14
– – ﹤0.01% 1310
2022
Q3 		$1K Hold
14
– – ﹤0.01% 1182
2022
Q2 		$1K Buy
+14
New +$967 ﹤0.01% 1092
2021
Q2 		– Sell
-8
Closed – – 833
2021
Q1 		$0 Hold
8
– – ﹤0.01% 838
2020
Q4 		$0 Hold
8
– – ﹤0.01% 767
2020
Q3 		$0 Hold
8
– – ﹤0.01% 740
2020
Q2 		$0 Hold
8
– – ﹤0.01% 692
2020
Q1 		$0 Hold
8
– – ﹤0.01% 551
2019
Q4 		$1K Buy
8
+3
+60% +$187 ﹤0.01% 495
2019
Q3 		$0 Hold
5
– – ﹤0.01% 549
2019
Q2 		$0 Buy
+5
New +$281 ﹤0.01% 502

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

Larson Financial Group's CMS Position: Q2 2026 in Review

Larson Financial Group increased its CMS Energy (CMS) stake by 36% in Q2 2026, buying an estimated $54.7K and bringing the position to 2,759 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #830.

Larson Financial Group first reported a position in CMS in Q2 2019 and has held it in 25 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Larson Financial Group held 2,759 shares of CMS Energy worth $211K as of Q2 2026.
  • Larson Financial Group bought 730 CMS Energy shares in Q2 2026, an estimated $54.7K.
  • CMS Energy made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #830 holding.
  • Larson Financial Group first reported a position in CMS Energy in Q2 2019 and has held it in 25 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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