Mark Sheptoff Financial Planning’s CMS Energy CMS Stock Holding History

Mark Sheptoff Financial Planning’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	$40.4K	Sell	539 -400	-43%	-$29.7K	0.02%	196
2025 Q4	$65.7K	Buy	939 +400	+74%	+$29.1K	0.03%	182
2025 Q3	$39.5K	Hold	539	–	–	0.02%	208
2025 Q2	$37.3K	Hold	539	–	–	0.02%	207
2025 Q1	$40.5K	Hold	539	–	–	0.02%	181
2024 Q4	$35.9K	Hold	539	–	–	0.02%	200
2024 Q3	$38.1K	Hold	539	–	–	0.02%	188
2024 Q2	$32.1K	Buy	539 +139	+35%	+$8.41K	0.02%	216
2024 Q1	$24.1K	Hold	400	–	–	0.01%	221
2023 Q4	$23.2K	Hold	400	–	–	0.01%	216
2023 Q3	$21.2K	Hold	400	–	–	0.01%	205
2023 Q2	$23.5K	Hold	400	–	–	0.01%	211
2023 Q1	$24.6K	Hold	400	–	–	0.01%	204
2022 Q4	$25.3K	Hold	400	–	–	0.01%	197
2022 Q3	$23K	Hold	400	–	–	0.01%	196
2022 Q2	$27K	Hold	400	–	–	0.02%	193
2022 Q1	$28K	Hold	400	–	–	0.01%	215
2021 Q4	$26K	Hold	400	–	–	0.01%	230
2021 Q3	$24K	Hold	400	–	–	0.01%	228
2021 Q2	$24K	Hold	400	–	–	0.01%	250
2021 Q1	$24K	Hold	400	–	–	0.01%	215
2020 Q4	$24K	Hold	400	–	–	0.01%	203
2020 Q3	$25K	Hold	400	–	–	0.02%	178
2020 Q2	$23K	Hold	400	–	–	0.01%	187
2020 Q1	$24K	Hold	400	–	–	0.02%	170
2019 Q4	$25K	Hold	400	–	–	0.02%	194
2019 Q3	$26K	Hold	400	–	–	0.02%	190
2019 Q2	$23K	Hold	400	–	–	0.02%	202
2019 Q1	$22K	Hold	400	–	–	0.02%	203
2018 Q4	$20K	Hold	400	–	–	0.02%	191
2018 Q3	$20K	Hold	400	–	–	0.01%	236
2018 Q2	$19K	Hold	400	–	–	0.01%	228
2018 Q1	$18K	Hold	400	–	–	0.01%	239
2017 Q4	$19K	Hold	400	–	–	0.01%	239
2017 Q3	$19K	Hold	400	–	–	0.01%	240
2017 Q2	$19K	Sell	400 -1	-0.2%	-$46	0.01%	230
2017 Q1	$18K	Buy	401 +1	+0.3%	+$43	0.01%	235
2016 Q4	$17K	Hold	400	–	–	0.01%	231
2016 Q3	$17K	Hold	400	–	–	0.01%	228
2016 Q2	$18K	Hold	400	–	–	0.01%	214
2016 Q1	$17K	Hold	400	–	–	0.01%	218
2015 Q4	$14K	Hold	400	–	–	0.01%	246
2015 Q3	$14K	Hold	400	–	–	0.01%	227
2015 Q2	$13K	Hold	400	–	–	0.01%	251
2015 Q1	$14K	Hold	400	–	–	0.01%	243
2014 Q4	$14K	Hold	400	–	–	0.01%	244
2014 Q3	$12K	Hold	400	–	–	0.01%	262
2014 Q2	$12K	Hold	400	–	–	0.01%	264
2014 Q1	$12K	Buy	+400	New	+$11.1K	0.01%	269

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's CMS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its CMS Energy (CMS) stake by 43% in Q1 2026, selling an estimated $29.7K and leaving 539 shares worth $40.4K. The position accounts for 0.02% of the portfolio, ranked #196.

Mark Sheptoff Financial Planning first reported a position in CMS in Q1 2014 and has held it in 49 quarters since. The position peaked at $65.7K in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Mark Sheptoff Financial Planning held 539 shares of CMS Energy worth $40.4K as of Q1 2026.
Mark Sheptoff Financial Planning sold 400 CMS Energy shares in Q1 2026, an estimated $29.7K.
CMS Energy made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #196 holding.
Mark Sheptoff Financial Planning first reported a position in CMS Energy in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's CMS Energy position peaked at $65.7K in Q4 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.