Mattson Financial Services’s CMS Energy CMS Stock Holding History

Mattson 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 Q2	$297K	Hold	3,999	–	–	0.06%	201
2026 Q1	$310K	Hold	3,999	–	–	0.07%	173
2025 Q4	$280K	Sell	3,999 -179	-4%	-$13K	0.07%	174
2025 Q3	$306K	Buy	+4,178	New	+$300K	0.07%	158
2025 Q2	–	Sell	-304	Closed	-$22.8K	–	193
2025 Q1	$22.8K	Sell	304 -1,327	-81%	-$92.7K	0.01%	222
2024 Q4	$115K	Buy	1,631 +1,452	+811%	+$99.9K	0.04%	149
2024 Q3	$10.7K	Hold	179	–	–	﹤0.01%	211
2024 Q2	$10.7K	Buy	+179	New	+$10.8K	﹤0.01%	211

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

Mattson Financial Services's CMS Position: Q2 2026 in Review

Mattson Financial Services held its CMS Energy (CMS) position steady in Q2 2026 at 3,999 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #201.

Mattson Financial Services first reported a position in CMS in Q2 2024 and has held it in 8 quarters since. The position peaked at $310K in Q1 2026. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Mattson Financial Services held 3,999 shares of CMS Energy worth $297K as of Q2 2026.
Mattson Financial Services left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.06% of Mattson Financial Services's portfolio in Q2 2026, its #201 holding.
Mattson Financial Services first reported a position in CMS Energy in Q2 2024 and has held it in 8 quarters since.
Mattson Financial Services's CMS Energy position peaked at $310K in Q1 2026.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.