MV Capital Management’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
$24.9K Buy
326
+7
+2% +$525 ﹤0.01% 427
2026
Q1
$24.7K Buy
319
+1
+0.3% +$74 ﹤0.01% 416
2025
Q4
$22.2K Hold
318
﹤0.01% 426
2025
Q3
$23.3K Hold
318
﹤0.01% 424
2025
Q2
$22K Hold
318
﹤0.01% 429
2025
Q1
$23.9K Sell
318
-2
-0.6% -$140 ﹤0.01% 410
2024
Q4
$21.3K Buy
320
+2
+0.6% +$138 ﹤0.01% 411
2024
Q3
$22.5K Buy
318
+6
+2% +$394 ﹤0.01% 417
2024
Q2
$18.6K Buy
312
+2
+0.6% +$121 ﹤0.01% 431
2024
Q1
$18.7K Hold
310
﹤0.01% 433
2023
Q4
$18K Buy
310
+107
+53% +$5.98K ﹤0.01% 446
2023
Q3
$10.8K Sell
203
-10
-5% -$579 ﹤0.01% 488
2023
Q2
$12.5K Sell
213
-1
-0.5% -$60 ﹤0.01% 474
2023
Q1
$13.1K Buy
214
+31
+17% +$1.91K ﹤0.01% 468
2022
Q4
$11.6K Buy
183
+98
+115% +$5.79K ﹤0.01% 438
2022
Q3
$5K Buy
85
+28
+49% +$1.88K ﹤0.01% 545
2022
Q2
$4K Buy
57
+11
+24% +$760 ﹤0.01% 572
2022
Q1
$3K Hold
46
﹤0.01% 628
2021
Q4
$3K Buy
46
+28
+156% +$1.72K ﹤0.01% 634
2021
Q3
$1K Buy
+18
New +$1.12K ﹤0.01% 689

Other funds holding CMS

MV Capital Management's CMS Position: Q2 2026 in Review

MV Capital Management increased its CMS Energy (CMS) stake by 2.2% in Q2 2026, buying an estimated $525 and bringing the position to 326 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

MV Capital Management first reported a position in CMS in Q3 2021 and has held it in 20 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • MV Capital Management held 326 shares of CMS Energy worth $24.9K as of Q2 2026.
  • MV Capital Management bought 7 CMS Energy shares in Q2 2026, an estimated $525.
  • CMS Energy made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #427 holding.
  • MV Capital Management first reported a position in CMS Energy in Q3 2021 and has held it in 20 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.