Pointe Capital Management’s CMS Energy CMS Stock Holding History

Pointe 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	$273K	Hold	3,515	–	–	0.14%	127
2025 Q4	$246K	Hold	3,515	–	–	0.12%	136
2025 Q3	$258K	Hold	3,515	–	–	0.13%	137
2025 Q2	$244K	Hold	3,515	–	–	0.13%	135
2025 Q1	$264K	Hold	3,515	–	–	0.15%	125
2024 Q4	$234K	Hold	3,515	–	–	0.13%	140
2024 Q3	$248K	Hold	3,515	–	–	0.14%	139
2024 Q2	$209K	Hold	3,515	–	–	0.13%	150
2024 Q1	$212K	Hold	3,515	–	–	0.13%	151
2023 Q4	$204K	Buy	+3,515	New	+$196K	0.14%	144
2023 Q3	–	Sell	-3,515	Closed	-$207K	–	146
2023 Q2	$207K	Hold	3,515	–	–	0.16%	139
2023 Q1	$216K	Sell	3,515 -864	-20%	-$53.1K	0.16%	137
2022 Q4	$277K	Sell	4,379 -288	-6%	-$17K	0.21%	119
2022 Q3	$272K	Hold	4,667	–	–	0.22%	114
2022 Q2	$315K	Hold	4,667	–	–	0.23%	108
2022 Q1	$326K	Hold	4,667	–	–	0.21%	118
2021 Q4	$304K	Hold	4,667	–	–	0.19%	118
2021 Q3	$279K	Hold	4,667	–	–	0.19%	118
2021 Q2	$276K	Hold	4,667	–	–	0.19%	121
2021 Q1	$286K	Buy	4,667 +90	+2%	+$5.17K	0.2%	118
2020 Q4	$279K	Sell	4,577 -1,000	-18%	-$62.5K	0.24%	110
2020 Q3	$342K	Hold	5,577	–	–	0.3%	91
2020 Q2	$326K	Hold	5,577	–	–	0.29%	97
2020 Q1	$328K	Hold	5,577	–	–	0.32%	82
2019 Q4	$350K	Hold	5,577	–	–	0.29%	97
2019 Q3	$357K	Hold	5,577	–	–	0.3%	93
2019 Q2	$323K	Hold	5,577	–	–	0.27%	107
2019 Q1	$310K	Hold	5,577	–	–	0.26%	108
2018 Q4	$277K	Sell	5,577 -148	-3%	-$7.48K	0.27%	110
2018 Q3	$280K	Hold	5,725	–	–	0.22%	128
2018 Q2	$271K	Sell	5,725 -1,425	-20%	-$64.4K	0.23%	123
2018 Q1	$324K	Hold	7,150	–	–	0.28%	110
2017 Q4	$338K	Sell	7,150 -110	-2%	-$5.33K	0.27%	108
2017 Q3	$336K	Hold	7,260	–	–	0.25%	112
2017 Q2	$336K	Sell	7,260 -874	-11%	-$40.4K	0.24%	115
2017 Q1	$364K	Buy	+8,134	New	+$352K	0.28%	106
2016 Q4	–	Sell	-9,509	Closed	-$399K	–	166
2016 Q3	$399K	Sell	9,509 -65	-0.7%	-$2.84K	0.29%	103
2016 Q2	$439K	Sell	9,574 -526	-5%	-$22.1K	0.32%	96
2016 Q1	$429K	Hold	10,100	–	–	0.34%	91
2015 Q4	$364K	Buy	10,100 +1,425	+16%	+$50.8K	0.26%	108
2015 Q3	$306K	Hold	8,675	–	–	0.19%	128
2015 Q2	$276K	Buy	8,675 +2,825	+48%	+$94.9K	0.12%	146
2015 Q1	$204K	Buy	+5,850	New	+$208K	0.1%	157

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

Pointe Capital Management's CMS Position: Q1 2026 in Review

Pointe Capital Management held its CMS Energy (CMS) position steady in Q1 2026 at 3,515 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #127.

Pointe Capital Management first reported a position in CMS in Q1 2015 and has held it in 43 quarters since. The position peaked at $439K in Q2 2016. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Pointe Capital Management held 3,515 shares of CMS Energy worth $273K as of Q1 2026.
Pointe Capital Management left its CMS Energy share count unchanged in Q1 2026.
CMS Energy made up 0.14% of Pointe Capital Management's portfolio in Q1 2026, its #127 holding.
Pointe Capital Management first reported a position in CMS Energy in Q1 2015 and has held it in 43 quarters since.
Pointe Capital Management's CMS Energy position peaked at $439K in Q2 2016.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.