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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return