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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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 $653B AUM 32.41% 1-Year Est. Return