MOTCO’s CMS Energy CMS Stock Holding History

MOTCO’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	$459	Buy	+6	New	+$450	﹤0.01%	691
2025 Q2	–	Sell	-156	Closed	-$11.7K	–	625
2025 Q1	$11.7K	Buy	+156	New	+$10.9K	﹤0.01%	420
2022 Q4	–	Sell	-500	Closed	-$29K	–	622
2022 Q3	$29K	Buy	+500	New	+$33.6K	﹤0.01%	415
2021 Q1	–	Sell	-21	Closed	-$1K	–	613
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	725
2020 Q3	$1K	Hold	21	–	–	﹤0.01%	625
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	590
2020 Q1	$1K	Buy	+21	New	+$1.34K	﹤0.01%	591
2019 Q3	–	Sell	-208	Closed	-$12K	–	565
2019 Q2	$12K	Buy	+208	New	+$11.7K	﹤0.01%	578
2018 Q1	–	Sell	-97	Closed	-$5K	–	555
2017 Q4	$5K	Buy	+97	New	+$4.7K	﹤0.01%	515

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MOTCO's CMS Position: Q2 2026 in Review

MOTCO opened a new position in CMS Energy (CMS) in Q2 2026: 6 shares worth $459. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: MOTCO previously reported a position in CMS as recently as Q1 2025.

MOTCO first reported a position in CMS in Q4 2017 and has held it in 9 quarters since. The position peaked at $29K in Q3 2022. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

MOTCO held 6 shares of CMS Energy worth $459 as of Q2 2026.
CMS Energy was a new MOTCO position in Q2 2026.
CMS Energy made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #691 holding.
MOTCO first reported a position in CMS Energy in Q4 2017 and has held it in 9 quarters since.
MOTCO's CMS Energy position peaked at $29K in Q3 2022.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.