Plante Moran Financial Advisors’s CMS Energy CMS Stock Holding History

Plante Moran Financial Advisors’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	$547K	Buy	7,156 +55	+0.8%	+$4.12K	0.03%	88
2026 Q1	$551K	Sell	7,101 -978	-12%	-$72.6K	0.04%	84
2025 Q4	$565K	Buy	8,079 +1,320	+20%	+$96K	0.04%	86
2025 Q3	$495K	Sell	6,759 -66	-1%	-$4.74K	0.03%	89
2025 Q2	$473K	Sell	6,825 -288	-4%	-$20.5K	0.03%	90
2025 Q1	$534K	Sell	7,113 -1,624	-19%	-$113K	0.05%	76
2024 Q4	$582K	Sell	8,737 -143	-2%	-$9.84K	0.05%	75
2024 Q3	$627K	Sell	8,880 -31	-0.3%	-$2.03K	0.05%	72
2024 Q2	$530K	Hold	8,911	–	–	0.05%	79
2024 Q1	$538K	Buy	8,911 +75	+0.8%	+$4.35K	0.06%	77
2023 Q4	$513K	Hold	8,836	–	–	0.05%	83
2023 Q3	$469K	Hold	8,836	–	–	0.06%	81
2023 Q2	$519K	Sell	8,836 -75	-0.8%	-$4.52K	0.06%	80
2023 Q1	$547K	Buy	8,911 +151	+2%	+$9.28K	0.07%	78
2022 Q4	$555K	Buy	8,760 +75	+0.9%	+$4.43K	0.08%	77
2022 Q3	$506K	Hold	8,685	–	–	0.09%	75
2022 Q2	$586K	Sell	8,685 -623	-7%	-$43K	0.1%	70
2022 Q1	$651K	Sell	9,308 -129	-1%	-$8.37K	0.12%	68
2021 Q4	$614K	Sell	9,437 -308	-3%	-$18.9K	0.1%	73
2021 Q3	$582K	Sell	9,745 -4,576	-32%	-$286K	0.13%	77
2021 Q2	$846K	Sell	14,321 -10,277	-42%	-$639K	0.21%	58
2021 Q1	$1.51M	Hold	24,598	–	–	0.41%	30
2020 Q4	$1.5M	Hold	24,598	–	–	0.46%	28
2020 Q3	$1.51M	Buy	24,598 +21,500	+694%	+$1.32M	0.53%	28
2020 Q2	$181K	Sell	3,098 -136	-4%	-$7.88K	0.07%	141
2020 Q1	$190K	Sell	3,234 -1,999	-38%	-$128K	0.09%	120
2019 Q4	$329K	Buy	5,233 +851	+19%	+$53K	0.11%	109
2019 Q3	$280K	Buy	4,382 +1	+0%	+$61	0.08%	128
2019 Q2	$254K	Buy	4,381 +1	+0%	+$56	0.08%	125
2019 Q1	$243K	Buy	4,380 +1	+0%	+$53	0.08%	130
2018 Q4	$217K	Buy	4,379 +1	+0%	+$51	0.08%	131
2018 Q3	$215K	Sell	4,378 -145	-3%	-$7.07K	0.07%	140
2018 Q2	$214K	Sell	4,523 -180	-4%	-$8.13K	0.11%	154
2018 Q1	$213K	Buy	4,703 +129	+3%	+$5.66K	0.12%	137
2017 Q4	$216K	Hold	4,574	–	–	0.12%	129
2017 Q3	$212K	Sell	4,574 -210	-4%	-$9.91K	0.13%	126
2017 Q2	$221K	Buy	4,784 +623	+15%	+$28.8K	0.14%	118
2017 Q1	$186K	Sell	4,161 -296	-7%	-$12.8K	0.11%	131
2016 Q4	$186K	Hold	4,457	–	–	0.12%	129
2016 Q3	$187K	Hold	4,457	–	–	0.13%	125
2016 Q2	$204K	Hold	4,457	–	–	0.15%	117
2016 Q1	$189K	Buy	4,457 +14	+0.3%	+$548	0.15%	116
2015 Q4	$160K	Buy	4,443 +15	+0.3%	+$535	0.12%	129
2015 Q3	$156K	Hold	4,428	–	–	0.12%	132
2015 Q2	$141K	Hold	4,428	–	–	0.1%	151
2015 Q1	$155K	Sell	4,428 -200	-4%	-$7.1K	0.11%	140
2014 Q4	$161K	Hold	4,628	–	–	0.12%	124
2014 Q3	$137K	Sell	4,628 -112	-2%	-$3.34K	0.12%	135
2014 Q2	$148K	Hold	4,740	–	–	0.13%	109
2014 Q1	$139K	Sell	4,740 -100	-2%	-$2.77K	0.15%	90
2013 Q4	$130K	Buy	4,840 +2,100	+77%	+$56.5K	0.07%	121
2013 Q3	$72K	Sell	2,740 -22	-0.8%	-$598	0.04%	151
2013 Q2	$75K	Buy	+2,762	New	+$77.5K	0.06%	129

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

Plante Moran Financial Advisors's CMS Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its CMS Energy (CMS) stake by 0.77% in Q2 2026, buying an estimated $4.12K and bringing the position to 7,156 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #88.

Plante Moran Financial Advisors first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q3 2020. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Plante Moran Financial Advisors held 7,156 shares of CMS Energy worth $547K as of Q2 2026.
Plante Moran Financial Advisors bought 55 CMS Energy shares in Q2 2026, an estimated $4.12K.
CMS Energy made up 0.03% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #88 holding.
Plante Moran Financial Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
Plante Moran Financial Advisors's CMS Energy position peaked at $1.51M in Q3 2020.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.