MeadowBrook Investment Advisors’s CMS Energy CMS Stock Holding History

MeadowBrook Investment 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	$115K	Hold	1,500	–	–	0.09%	143
2026 Q1	$116K	Hold	1,500	–	–	0.1%	141
2025 Q4	$105K	Hold	1,500	–	–	0.09%	151
2025 Q3	$110K	Hold	1,500	–	–	0.09%	148
2025 Q2	$104K	Hold	1,500	–	–	0.09%	146
2025 Q1	$113K	Hold	1,500	–	–	0.11%	145
2024 Q4	$100K	Hold	1,500	–	–	0.09%	150
2024 Q3	$106K	Hold	1,500	–	–	0.1%	137
2024 Q2	$89.3K	Hold	1,500	–	–	0.08%	142
2024 Q1	$90.5K	Hold	1,500	–	–	0.08%	142
2023 Q4	$87.1K	Buy	+1,500	New	+$83.8K	0.08%	144

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

MeadowBrook Investment Advisors's CMS Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its CMS Energy (CMS) position steady in Q2 2026 at 1,500 shares worth $115K. The position accounts for 0.09% of the portfolio, ranked #143.

MeadowBrook Investment Advisors first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q1 2026. 432 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

MeadowBrook Investment Advisors held 1,500 shares of CMS Energy worth $115K as of Q2 2026.
MeadowBrook Investment Advisors left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.09% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #143 holding.
MeadowBrook Investment Advisors first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's CMS Energy position peaked at $116K in Q1 2026.
432 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.