Mackenzie Financial’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.98M | Buy |
38,991
+569
| +1% | +$42.6K | ﹤0.01% | 956 |
|
|
2026
Q1 | $2.98M | Buy |
38,422
+5,103
| +15% | +$379K | ﹤0.01% | 828 |
|
|
2025
Q4 | $2.34M | Buy |
33,319
+2,247
| +7% | +$163K | ﹤0.01% | 810 |
|
|
2025
Q3 | $2.28M | Buy |
31,072
+931
| +3% | +$66.9K | ﹤0.01% | 797 |
|
|
2025
Q2 | $2.09M | Buy |
30,141
+735
| +2% | +$52.4K | ﹤0.01% | 793 |
|
|
2025
Q1 | $2.21M | Buy |
29,406
+3,429
| +13% | +$239K | ﹤0.01% | 752 |
|
|
2024
Q4 | $1.73M | Sell |
25,977
-86
| -0.3% | -$5.92K | ﹤0.01% | 814 |
|
|
2024
Q3 | $1.84M | Buy |
26,063
+673
| +3% | +$44.2K | ﹤0.01% | 743 |
|
|
2024
Q2 | $1.51M | Buy |
25,390
+157
| +0.6% | +$9.5K | ﹤0.01% | 787 |
|
|
2024
Q1 | $1.52M | Buy |
25,233
+1,166
| +5% | +$67.6K | ﹤0.01% | 794 |
|
|
2023
Q4 | $1.4M | Sell |
24,067
-1,900
| -7% | -$106K | ﹤0.01% | 799 |
|
|
2023
Q3 | $1.35M | Buy |
25,967
+548
| +2% | +$31.7K | ﹤0.01% | 787 |
|
|
2023
Q2 | $1.52M | Sell |
25,419
-28,704
| -53% | -$1.73M | ﹤0.01% | 777 |
|
|
2023
Q1 | $3.32M | Buy |
54,123
+1,018
| +2% | +$62.6K | 0.01% | 630 |
|
|
2022
Q4 | $3.36M | Buy |
53,105
+2,778
| +6% | +$164K | 0.01% | 576 |
|
|
2022
Q3 | $2.93M | Buy |
50,327
+761
| +2% | +$51.2K | 0.01% | 618 |
|
|
2022
Q2 | $3.35M | Buy |
49,566
+269
| +0.5% | +$18.6K | 0.01% | 611 |
|
|
2022
Q1 | $3.45M | Buy |
49,297
+1,865
| +4% | +$121K | ﹤0.01% | 652 |
|
|
2021
Q4 | $3.08M | Buy |
47,432
+27,363
| +136% | +$1.68M | ﹤0.01% | 671 |
|
|
2021
Q3 | $1.2M | Buy |
20,069
+5,253
| +35% | +$328K | ﹤0.01% | 879 |
|
|
2021
Q2 | $875K | Sell |
14,816
-171
| -1% | -$10.6K | ﹤0.01% | 902 |
|
|
2021
Q1 | $918K | Buy |
14,987
+4,727
| +46% | +$272K | ﹤0.01% | 827 |
|
|
2020
Q4 | $626K | Sell |
10,260
-4,368
| -30% | -$273K | ﹤0.01% | 797 |
|
|
2020
Q3 | $898K | Buy |
14,628
+1,278
| +10% | +$78.2K | ﹤0.01% | 684 |
|
|
2020
Q2 | $780K | Sell |
13,350
-7,609
| -36% | -$441K | ﹤0.01% | 716 |
|
|
2020
Q1 | $1.23M | Buy |
20,959
+1,091
| +5% | +$69.8K | ﹤0.01% | 595 |
|
|
2019
Q4 | $1.25M | Buy |
19,868
+3,411
| +21% | +$213K | ﹤0.01% | 697 |
|
|
2019
Q3 | $1.05M | Sell |
16,457
-9,991
| -38% | -$607K | ﹤0.01% | 710 |
|
|
2019
Q2 | $1.53M | Sell |
26,448
-90,807
| -77% | -$5.1M | ﹤0.01% | 684 |
|
|
2019
Q1 | $6.51M | Buy |
117,255
+7,121
| +6% | +$375K | 0.02% | 455 |
|
|
2018
Q4 | $5.47M | Buy |
110,134
+80,866
| +276% | +$4.08M | 0.01% | 484 |
|
|
2018
Q3 | $1.43M | Buy |
29,268
+10,484
| +56% | +$511K | ﹤0.01% | 704 |
|
|
2018
Q2 | $888K | Buy |
18,784
+2,584
| +16% | +$117K | ﹤0.01% | 695 |
|
|
2018
Q1 | $734K | Buy |
16,200
+11,691
| +259% | +$513K | ﹤0.01% | 674 |
|
|
2017
Q4 | $213K | Buy |
+4,509
| New | +$218K | ﹤0.01% | 792 |
|
|
2014
Q2 | – | Sell |
-31,900
| Closed | -$934K | – | 646 |
|
|
2014
Q1 | $934K | Sell |
31,900
-70,000
| -69% | -$1.94M | ﹤0.01% | 518 |
|
|
2013
Q4 | $2.73M | Buy |
+101,900
| New | +$2.74M | 0.01% | 354 |
|
Other funds holding CMS
Mackenzie Financial's CMS Position: Q2 2026 in Review
Mackenzie Financial increased its CMS Energy (CMS) stake by 1.5% in Q2 2026, buying an estimated $42.6K and bringing the position to 38,991 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #956.
Mackenzie Financial first reported a position in CMS in Q4 2013 and has held it in 37 quarters since. The position peaked at $6.51M in Q1 2019. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Mackenzie Financial held 38,991 shares of CMS Energy worth $2.98M as of Q2 2026.
- Mackenzie Financial bought 569 CMS Energy shares in Q2 2026, an estimated $42.6K.
- CMS Energy made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #956 holding.
- Mackenzie Financial first reported a position in CMS Energy in Q4 2013 and has held it in 37 quarters since.
- Mackenzie Financial's CMS Energy position peaked at $6.51M in Q1 2019.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.