Massachusetts Financial Services
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Massachusetts Financial Services’s CMS Energy CMS Stock Holding History

Massachusetts Financial Services’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 		$614M Sell
7,630,373
-641,990
-8% -$47.6M 0.21% 117
2025
Q4 		$578M Sell
8,272,363
-570,242
-6% -$41.5M 0.19% 126
2025
Q3 		$648M Sell
8,842,605
-489,166
-5% -$35.1M 0.2% 126
2025
Q2 		$647M Sell
9,331,771
-296,877
-3% -$21.2M 0.21% 123
2025
Q1 		$723M Sell
9,628,648
-112,741
-1% -$7.87M 0.24% 118
2024
Q4 		$649M Buy
9,741,389
+2,131,269
+28% +$147M 0.2% 135
2024
Q3 		$538M Buy
7,610,120
+719,093
+10% +$47.2M 0.16% 156
2024
Q2 		$410M Buy
6,891,027
+3,473,977
+102% +$210M 0.13% 164
2024
Q1 		$206M Sell
3,417,050
-39,663
-1% -$2.3M 0.06% 263
2023
Q4 		$201M Buy
3,456,713
+883,180
+34% +$49.3M 0.06% 256
2023
Q3 		$137M Buy
2,573,533
+3,299
+0.1% +$191K 0.05% 306
2023
Q2 		$151M Buy
2,570,234
+41,440
+2% +$2.5M 0.05% 296
2023
Q1 		$155M Buy
2,528,794
+21,844
+0.9% +$1.34M 0.05% 278
2022
Q4 		$159M Buy
2,506,950
+14,143
+0.6% +$836K 0.06% 271
2022
Q3 		$145M Buy
2,492,807
+18,206
+0.7% +$1.22M 0.05% 273
2022
Q2 		$167M Sell
2,474,601
-163,873
-6% -$11.3M 0.06% 268
2022
Q1 		$185M Sell
2,638,474
-120,750
-4% -$7.83M 0.05% 283
2021
Q4 		$179M Sell
2,759,224
-2,829
-0.1% -$174K 0.05% 294
2021
Q3 		$165M Buy
2,762,053
+8,611
+0.3% +$537K 0.05% 288
2021
Q2 		$163M Buy
2,753,442
+9,887
+0.4% +$615K 0.05% 302
2021
Q1 		$168M Buy
2,743,555
+111,508
+4% +$6.41M 0.05% 288
2020
Q4 		$161M Sell
2,632,047
-1,130,597
-30% -$70.7M 0.05% 276
2020
Q3 		$231M Buy
3,762,644
+327,244
+10% +$20M 0.08% 203
2020
Q2 		$201M Buy
3,435,400
+47,271
+1% +$2.74M 0.08% 212
2020
Q1 		$199M Sell
3,388,129
-162,085
-5% -$10.4M 0.09% 185
2019
Q4 		$223M Sell
3,550,214
-12,307
-0.3% -$767K 0.08% 201
2019
Q3 		$228M Sell
3,562,521
-33,914
-0.9% -$2.06M 0.09% 189
2019
Q2 		$208M Sell
3,596,435
-178,249
-5% -$10M 0.08% 196
2019
Q1 		$210M Sell
3,774,684
-241,435
-6% -$12.7M 0.09% 196
2018
Q4 		$199M Sell
4,016,119
-420,080
-9% -$21.2M 0.1% 191
2018
Q3 		$217M Sell
4,436,199
-14,214
-0.3% -$693K 0.09% 198
2018
Q2 		$210M Buy
4,450,413
+82,602
+2% +$3.73M 0.09% 189
2018
Q1 		$198M Buy
4,367,811
+279,668
+7% +$12.3M 0.08% 203
2017
Q4 		$193M Buy
4,088,143
+99,980
+3% +$4.84M 0.08% 200
2017
Q3 		$185M Sell
3,988,163
-2,477
-0.1% -$117K 0.08% 204
2017
Q2 		$185M Buy
3,990,640
+402,499
+11% +$18.6M 0.08% 195
2017
Q1 		$161M Buy
3,588,141
+63,872
+2% +$2.77M 0.08% 203
2016
Q4 		$147M Sell
3,524,269
-95,581
-3% -$3.91M 0.07% 215
2016
Q3 		$152M Sell
3,619,850
-1,075,500
-23% -$47M 0.07% 214
2016
Q2 		$215M Sell
4,695,350
-89,882
-2% -$3.78M 0.11% 177
2016
Q1 		$203M Sell
4,785,232
-1,428,273
-23% -$55.9M 0.11% 177
2015
Q4 		$224M Sell
6,213,505
-1,578,483
-20% -$56.3M 0.12% 167
2015
Q3 		$275M Sell
7,791,988
-681,534
-8% -$23M 0.15% 145
2015
Q2 		$270M Sell
8,473,522
-484,629
-5% -$16.3M 0.14% 156
2015
Q1 		$313M Sell
8,958,151
-1,183,675
-12% -$42M 0.16% 137
2014
Q4 		$352M Sell
10,141,826
-6,157,928
-38% -$201M 0.18% 130
2014
Q3 		$483M Sell
16,299,754
-413,609
-2% -$12.3M 0.26% 94
2014
Q2 		$521M Sell
16,713,363
-861,978
-5% -$25.7M 0.27% 88
2014
Q1 		$515M Buy
17,575,341
+191,668
+1% +$5.31M 0.28% 84
2013
Q4 		$465M Buy
17,383,673
+776,058
+5% +$20.9M 0.26% 86
2013
Q3 		$437M Sell
16,607,615
-163,302
-1% -$4.44M 0.27% 86
2013
Q2 		$456M Buy
+16,770,917
New +$471M 0.31% 85

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services's CMS Position: Q1 2026 in Review

Massachusetts Financial Services reduced its CMS Energy (CMS) stake by 7.8% in Q1 2026, selling an estimated $47.6M and leaving 7,630,373 shares worth $614M. The position accounts for 0.21% of the portfolio, ranked #117.

Massachusetts Financial Services first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $723M in Q1 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Massachusetts Financial Services held 7,630,373 shares of CMS Energy worth $614M as of Q1 2026.
  • Massachusetts Financial Services sold 641,990 CMS Energy shares in Q1 2026, an estimated $47.6M.
  • CMS Energy made up 0.21% of Massachusetts Financial Services's portfolio in Q1 2026, its #117 holding.
  • Massachusetts Financial Services first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
  • Massachusetts Financial Services's CMS Energy position peaked at $723M in Q1 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.