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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return