MV Capital Management’s CMS Energy CMS Stock Holding History

MV Capital Management’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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return