MCF Advisors’s CMS Energy CMS Stock Holding History

MCF Advisors’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	$10.1K	Hold	132	–	–	﹤0.01%	1045
2026 Q1	$10.2K	Buy	+132	New	+$9.8K	﹤0.01%	961
2025 Q1	–	Sell	-12	Closed	-$800	–	928
2024 Q4	$800	Hold	12	–	–	﹤0.01%	932
2024 Q3	$848	Sell	12 -92	-88%	-$6.04K	﹤0.01%	920
2024 Q2	$6.19K	Hold	104	–	–	﹤0.01%	707
2024 Q1	$6.28K	Hold	104	–	–	﹤0.01%	683
2023 Q4	$6.04K	Buy	104 +92	+767%	+$5.14K	﹤0.01%	652
2023 Q3	$638	Hold	12	–	–	﹤0.01%	864
2023 Q2	$705	Hold	12	–	–	﹤0.01%	810
2023 Q1	$737	Hold	12	–	–	﹤0.01%	794
2022 Q4	$760	Hold	12	–	–	﹤0.01%	766
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	723
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	682
2022 Q1	$1K	Buy	+12	New	+$778	﹤0.01%	688
2021 Q4	–	Sell	-12	Closed	-$1K	–	160
2021 Q3	$1K	Buy	+12	New	+$749	﹤0.01%	665
2013 Q3	–	Sell	-33	Closed	-$1K	–	400
2013 Q2	$1K	Buy	+33	New	+$926	﹤0.01%	295

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

MCF Advisors's CMS Position: Q2 2026 in Review

MCF Advisors held its CMS Energy (CMS) position steady in Q2 2026 at 132 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

MCF Advisors first reported a position in CMS in Q2 2013 and has held it in 16 quarters since. The position peaked at $10.2K in Q1 2026. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

MCF Advisors held 132 shares of CMS Energy worth $10.1K as of Q2 2026.
MCF Advisors left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #1045 holding.
MCF Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 16 quarters since.
MCF Advisors's CMS Energy position peaked at $10.2K in Q1 2026.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.