Marquette Asset Management’s CMS Energy CMS Stock Holding History

Marquette Asset 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 Q2	$1.15K	Buy	+15	New	+$1.12K	﹤0.01%	705
2022 Q2	–	Sell	-322	Closed	-$23K	–	314
2022 Q1	$23K	Hold	322	–	–	0.01%	232
2021 Q4	$21K	Hold	322	–	–	﹤0.01%	227
2021 Q3	$19K	Hold	322	–	–	﹤0.01%	224
2021 Q2	$19K	Hold	322	–	–	﹤0.01%	208
2021 Q1	$20K	Hold	322	–	–	﹤0.01%	198
2020 Q4	$20K	Hold	322	–	–	﹤0.01%	199
2020 Q3	$20K	Hold	322	–	–	0.01%	183
2020 Q2	$19K	Hold	322	–	–	0.01%	198
2020 Q1	$19K	Hold	322	–	–	0.01%	194
2019 Q4	$20K	Hold	322	–	–	0.01%	182
2019 Q3	$21K	Hold	322	–	–	0.01%	198
2019 Q2	$19K	Hold	322	–	–	0.01%	203
2019 Q1	$18K	Buy	+322	New	+$17K	0.01%	209

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marquette Asset Management's CMS Position: Q2 2026 in Review

Marquette Asset Management opened a new position in CMS Energy (CMS) in Q2 2026: 15 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in CMS as recently as Q1 2022.

Marquette Asset Management first reported a position in CMS in Q1 2019 and has held it in 14 quarters since. The position peaked at $23K in Q1 2022. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Marquette Asset Management held 15 shares of CMS Energy worth $1.15K as of Q2 2026.
CMS Energy was a new Marquette Asset Management position in Q2 2026.
CMS Energy made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #705 holding.
Marquette Asset Management first reported a position in CMS Energy in Q1 2019 and has held it in 14 quarters since.
Marquette Asset Management's CMS Energy position peaked at $23K in Q1 2022.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.