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LifeSteps Financial’s CMS Energy CMS Stock Holding History

LifeSteps Financial’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 		$2.37K Buy
+31
New +$2.32K ﹤0.01% 652
2024
Q2 		– Sell
-31
Closed -$1.87K – 140
2024
Q1 		$1.87K Buy
+31
New +$1.8K ﹤0.01% 391

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

LifeSteps Financial's CMS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in CMS Energy (CMS) in Q2 2026: 31 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in CMS as recently as Q1 2024.

LifeSteps Financial first reported a position in CMS in Q1 2024 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • LifeSteps Financial held 31 shares of CMS Energy worth $2.37K as of Q2 2026.
  • CMS Energy was a new LifeSteps Financial position in Q2 2026.
  • CMS Energy made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #652 holding.
  • LifeSteps Financial first reported a position in CMS Energy in Q1 2024 and has held it in 2 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.