Mercer Global Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.01M | Buy |
39,375
+7,589
| +24% | +$569K | ﹤0.01% | 1129 |
|
|
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
Mercer Global Advisors's CMS Position: Q2 2026 in Review
Mercer Global Advisors increased its CMS Energy (CMS) stake by 24% in Q2 2026, buying an estimated $569K and bringing the position to 39,375 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.
Mercer Global Advisors first reported a position in CMS in Q1 2019 and has held it in 30 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Mercer Global Advisors held 39,375 shares of CMS Energy worth $3.01M as of Q2 2026.
- Mercer Global Advisors bought 7,589 CMS Energy shares in Q2 2026, an estimated $569K.
- CMS Energy made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1129 holding.
- Mercer Global Advisors first reported a position in CMS Energy in Q1 2019 and has held it in 30 quarters since.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.