Mather Group’s CMS Energy CMS Stock Holding History

Mather Group’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	$1.68M	Sell	21,683 -3,826	-15%	-$284K	0.02%	247
2025 Q4	$1.78M	Buy	25,509 +11,649	+84%	+$847K	0.02%	213
2025 Q3	$1.02M	Buy	13,860 +1,938	+16%	+$139K	0.01%	273
2025 Q2	$826K	Buy	11,922 +4,160	+54%	+$296K	0.01%	300
2025 Q1	$583K	Buy	7,762 +3,766	+94%	+$263K	0.01%	348
2024 Q4	$266K	Buy	3,996 +220	+6%	+$15.1K	﹤0.01%	489
2024 Q3	$267K	Buy	3,776 +480	+15%	+$31.5K	﹤0.01%	493
2024 Q2	$199K	Sell	3,296 -601	-15%	-$36.4K	﹤0.01%	616
2024 Q1	$226K	Sell	3,897 -300	-7%	-$17.4K	﹤0.01%	497
2023 Q4	$244K	Buy	+4,197	New	+$234K	﹤0.01%	502
2023 Q3	–	Sell	-4,610	Closed	-$271K	–	549
2023 Q2	$271K	Buy	+4,610	New	+$278K	﹤0.01%	476

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

Mather Group's CMS Position: Q1 2026 in Review

Mather Group reduced its CMS Energy (CMS) stake by 15% in Q1 2026, selling an estimated $284K and leaving 21,683 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #247.

Mather Group first reported a position in CMS in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Mather Group held 21,683 shares of CMS Energy worth $1.68M as of Q1 2026.
Mather Group sold 3,826 CMS Energy shares in Q1 2026, an estimated $284K.
CMS Energy made up 0.02% of Mather Group's portfolio in Q1 2026, its #247 holding.
Mather Group first reported a position in CMS Energy in Q2 2023 and has held it in 11 quarters since.
Mather Group's CMS Energy position peaked at $1.78M in Q4 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.