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Mirabella Financial Services’s CMS Energy CMS Stock Holding History

Mirabella Financial Services’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 		$630K Buy
8,230
+3,326
+68% +$249K 0.06% 192
2026
Q1 		$380K Buy
+4,904
New +$364K 0.04% 367
2024
Q3 		– Sell
-17,094
Closed -$1.02M – 222
2024
Q2 		$1.02M Buy
+17,094
New +$1.03M 0.07% 154
2023
Q4 		– Sell
-4,733
Closed -$251K – 457
2023
Q3 		$251K Sell
4,733
-12,066
-72% -$699K 0.03% 304
2023
Q2 		$987K Buy
16,799
+9,111
+119% +$550K 0.11% 208
2023
Q1 		$472K Sell
7,688
-4,756
-38% -$292K 0.07% 223
2022
Q4 		$788K Sell
12,444
-8,578
-41% -$507K 0.07% 153
2022
Q3 		$1.25M Buy
+21,022
New +$1.41M 0.13% 100
2022
Q2 		– Sell
-3,880
Closed -$271K – 500
2022
Q1 		$271K Sell
3,880
-9,760
-72% -$633K 0.03% 345
2021
Q4 		$887K Buy
13,640
+2,002
+17% +$123K 0.09% 182
2021
Q3 		$695K Buy
11,638
+3,098
+36% +$193K 0.09% 201
2021
Q2 		$505K Sell
8,540
-2,477
-22% -$154K 0.09% 164
2021
Q1 		$674K Buy
+11,017
New +$633K 0.21% 107

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirabella Financial Services's CMS Position: Q2 2026 in Review

Mirabella Financial Services increased its CMS Energy (CMS) stake by 68% in Q2 2026, buying an estimated $249K and bringing the position to 8,230 shares worth $630K. The position accounts for 0.06% of the portfolio, ranked #192.

Mirabella Financial Services first reported a position in CMS in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2022. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Mirabella Financial Services held 8,230 shares of CMS Energy worth $630K as of Q2 2026.
  • Mirabella Financial Services bought 3,326 CMS Energy shares in Q2 2026, an estimated $249K.
  • CMS Energy made up 0.06% of Mirabella Financial Services's portfolio in Q2 2026, its #192 holding.
  • Mirabella Financial Services first reported a position in CMS Energy in Q1 2021 and has held it in 13 quarters since.
  • Mirabella Financial Services's CMS Energy position peaked at $1.25M in Q3 2022.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.