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MJT & Associates Financial Advisory’s CMS Energy CMS Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-20
Closed -$1.55K – 472
2026
Q1 		$1.55K Hold
20
– – ﹤0.01% 389
2025
Q4 		$1.4K Hold
20
– – ﹤0.01% 403
2025
Q3 		$1.47K Sell
20
-3
-13% -$215 ﹤0.01% 410
2025
Q2 		$1.59K Hold
23
– – ﹤0.01% 414
2025
Q1 		$1.73K Buy
+23
New +$1.61K ﹤0.01% 411

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 $3.38T AUM 44.17% 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

MJT & Associates Financial Advisory's CMS Position: Q2 2026 in Review

MJT & Associates Financial Advisory sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 20 shares — an estimated $1.55K sold.

MJT & Associates Financial Advisory first reported a position in CMS in Q1 2025 and held it in 5 quarters. The position peaked at $1.73K in Q1 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • MJT & Associates Financial Advisory reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 20 CMS Energy shares in Q2 2026, an estimated $1.55K.
  • MJT & Associates Financial Advisory first reported a position in CMS Energy in Q1 2025 and held it in 5 quarters.
  • MJT & Associates Financial Advisory's CMS Energy position peaked at $1.73K in Q1 2025.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.