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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
Q2 		$1.39M Sell
18,142
-3,541
-16% -$265K 0.01% 324
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mather Group's CMS Position: Q2 2026 in Review

Mather Group reduced its CMS Energy (CMS) stake by 16% in Q2 2026, selling an estimated $265K and leaving 18,142 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #324.

Mather Group first reported a position in CMS in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q4 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Mather Group held 18,142 shares of CMS Energy worth $1.39M as of Q2 2026.
  • Mather Group sold 3,541 CMS Energy shares in Q2 2026, an estimated $265K.
  • CMS Energy made up 0.01% of Mather Group's portfolio in Q2 2026, its #324 holding.
  • Mather Group first reported a position in CMS Energy in Q2 2023 and has held it in 12 quarters since.
  • Mather Group's CMS Energy position peaked at $1.78M in Q4 2025.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.