Mercer Global Advisors
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Mercer Global Advisors’s CMS Energy CMS Stock Holding History

Mercer Global 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 		$2.47M Buy
31,786
+4,499
+16% +$334K ﹤0.01% 1092
2025
Q4 		$1.91M Buy
27,287
+4,483
+20% +$326K ﹤0.01% 1128
2025
Q3 		$1.67M Buy
22,804
+4,988
+28% +$358K ﹤0.01% 1114
2025
Q2 		$1.23M Sell
17,816
-836
-4% -$59.6K ﹤0.01% 1109
2025
Q1 		$1.4M Sell
18,652
-1,892
-9% -$132K ﹤0.01% 970
2024
Q4 		$1.37M Sell
20,544
-2,437
-11% -$168K ﹤0.01% 958
2024
Q3 		$1.63M Sell
22,981
-315
-1% -$20.7K ﹤0.01% 831
2024
Q2 		$1.39M Buy
23,296
+2,657
+13% +$161K ﹤0.01% 830
2024
Q1 		$1.25M Buy
20,639
+3,033
+17% +$176K ﹤0.01% 874
2023
Q4 		$1.02M Buy
17,606
+915
+5% +$51.1K ﹤0.01% 968
2023
Q3 		$886K Sell
16,691
-5,422
-25% -$314K ﹤0.01% 989
2023
Q2 		$1.3M Sell
22,113
-134
-0.6% -$8.08K 0.01% 858
2023
Q1 		$1.37M Buy
22,247
+3,394
+18% +$209K 0.01% 802
2022
Q4 		$1.19M Buy
18,853
+1,722
+10% +$102K 0.01% 845
2022
Q3 		$998K Sell
17,131
-2,499
-13% -$168K 0.01% 843
2022
Q2 		$1.32M Buy
19,630
+1,468
+8% +$101K 0.01% 736
2022
Q1 		$1.27M Buy
18,162
+1,959
+12% +$127K 0.01% 803
2021
Q4 		$1.05M Buy
16,203
+775
+5% +$47.6K 0.01% 861
2021
Q3 		$922K Buy
15,428
+845
+6% +$52.7K 0.01% 894
2021
Q2 		$862K Buy
14,583
+3,210
+28% +$200K 0.01% 910
2021
Q1 		$696K Buy
11,373
+705
+7% +$40.5K 0.01% 932
2020
Q4 		$651K Buy
10,668
+1,105
+12% +$69.1K 0.01% 768
2020
Q3 		$587K Buy
9,563
+241
+3% +$14.8K 0.01% 726
2020
Q2 		$545K Sell
9,322
-1,086
-10% -$62.9K 0.01% 656
2020
Q1 		$611K Sell
10,408
-3,190
-23% -$204K 0.01% 612
2019
Q4 		$854K Sell
13,598
-2,961
-18% -$185K 0.02% 562
2019
Q3 		$1.06M Sell
16,559
-1,668
-9% -$101K 0.02% 467
2019
Q2 		$1.06M Buy
18,227
+1,922
+12% +$108K 0.03% 445
2019
Q1 		$906K Buy
+16,305
New +$860K 0.03% 438

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
DZ Bank Frankfurt Am Main, Germany $113B 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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mercer Global Advisors's CMS Position: Q1 2026 in Review

Mercer Global Advisors increased its CMS Energy (CMS) stake by 16% in Q1 2026, buying an estimated $334K and bringing the position to 31,786 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Mercer Global Advisors first reported a position in CMS in Q1 2019 and has held it in 29 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Mercer Global Advisors held 31,786 shares of CMS Energy worth $2.47M as of Q1 2026.
  • Mercer Global Advisors bought 4,499 CMS Energy shares in Q1 2026, an estimated $334K.
  • CMS Energy made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1092 holding.
  • Mercer Global Advisors first reported a position in CMS Energy in Q1 2019 and has held it in 29 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.