MAI Capital Management’s CMS Energy CMS Stock Holding History

MAI Capital Management’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	$199K	Buy	2,570 +1,057	+70%	+$78.5K	﹤0.01%	1458
2025 Q4	$106K	Sell	1,513 -129	-8%	-$9.38K	﹤0.01%	1612
2025 Q3	$120K	Sell	1,642 -134	-8%	-$9.63K	﹤0.01%	1480
2025 Q2	$123K	Buy	1,776 +204	+13%	+$14.5K	﹤0.01%	1395
2025 Q1	$118K	Buy	1,572 +3	+0.2%	+$210	﹤0.01%	1334
2024 Q4	$105K	Buy	+1,569	New	+$108K	﹤0.01%	1413
2020 Q2	–	Sell	-5,693	Closed	-$334K	–	553
2020 Q1	$334K	Sell	5,693 -577	-9%	-$36.9K	0.01%	427
2019 Q4	$394K	Hold	6,270	–	–	0.01%	420
2019 Q3	$401K	Sell	6,270 -74	-1%	-$4.49K	0.02%	383
2019 Q2	$367K	Buy	6,344 +1,514	+31%	+$85K	0.02%	389
2019 Q1	$268K	Sell	4,830 -20	-0.4%	-$1.05K	0.01%	367
2018 Q4	$241K	Buy	4,850 +20	+0.4%	+$1.01K	0.01%	379
2018 Q3	$237K	Sell	4,830 -5	-0.1%	-$244	0.01%	412
2018 Q2	$229K	Buy	+4,835	New	+$218K	0.01%	421

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