Principal Financial Group’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 | $31.8M | Sell |
415,442
-32,574
| -7% | -$2.44M | 0.02% | 721 |
|
|
2026
Q1 | $34.8M | Sell |
448,016
-15,617
| -3% | -$1.16M | 0.02% | 612 |
|
|
2025
Q4 | $32.4M | Buy |
463,633
+31,379
| +7% | +$2.28M | 0.02% | 625 |
|
|
2025
Q3 | $31.7M | Sell |
432,254
-15,901
| -4% | -$1.14M | 0.02% | 637 |
|
|
2025
Q2 | $31M | Buy |
448,155
+38,663
| +9% | +$2.75M | 0.02% | 625 |
|
|
2025
Q1 | $30.8M | Sell |
409,492
-1,416
| -0.3% | -$98.9K | 0.02% | 607 |
|
|
2024
Q4 | $27.4M | Buy |
410,908
+2,577
| +0.6% | +$177K | 0.01% | 690 |
|
|
2024
Q3 | $28.8M | Buy |
408,331
+28,695
| +8% | +$1.88M | 0.02% | 655 |
|
|
2024
Q2 | $22.6M | Sell |
379,636
-2,961
| -0.8% | -$179K | 0.01% | 778 |
|
|
2024
Q1 | $23.1M | Buy |
382,597
+10,233
| +3% | +$593K | 0.01% | 826 |
|
|
2023
Q4 | $21.6M | Buy |
372,364
+2,549
| +0.7% | +$142K | 0.01% | 825 |
|
|
2023
Q3 | $19.6M | Buy |
369,815
+9,493
| +3% | +$550K | 0.01% | 814 |
|
|
2023
Q2 | $21.2M | Sell |
360,322
-18,399
| -5% | -$1.11M | 0.01% | 811 |
|
|
2023
Q1 | $23.2M | Buy |
378,721
+22,934
| +6% | +$1.41M | 0.02% | 755 |
|
|
2022
Q4 | $22.5M | Sell |
355,787
-12,663
| -3% | -$749K | 0.02% | 744 |
|
|
2022
Q3 | $21.5M | Buy |
368,450
+3,014
| +0.8% | +$203K | 0.02% | 725 |
|
|
2022
Q2 | $24.7M | Sell |
365,436
-94,706
| -21% | -$6.54M | 0.02% | 691 |
|
|
2022
Q1 | $32.2M | Sell |
460,142
-6,056
| -1% | -$393K | 0.02% | 629 |
|
|
2021
Q4 | $30.3M | Sell |
466,198
-124,271
| -21% | -$7.63M | 0.02% | 663 |
|
|
2021
Q3 | $35.3M | Buy |
590,469
+11,102
| +2% | +$693K | 0.02% | 568 |
|
|
2021
Q2 | $34.2M | Buy |
579,367
+23,510
| +4% | +$1.46M | 0.02% | 605 |
|
|
2021
Q1 | $34M | Buy |
555,857
+824
| +0.1% | +$47.4K | 0.02% | 579 |
|
|
2020
Q4 | $33.9M | Sell |
555,033
-51,482
| -8% | -$3.22M | 0.03% | 514 |
|
|
2020
Q3 | $37.2M | Buy |
606,515
+12,258
| +2% | +$751K | 0.03% | 423 |
|
|
2020
Q2 | $34.7M | Buy |
594,257
+186,653
| +46% | +$10.8M | 0.03% | 450 |
|
|
2020
Q1 | $23.9M | Sell |
407,604
-11,710
| -3% | -$749K | 0.03% | 487 |
|
|
2019
Q4 | $26.3M | Buy |
419,314
+3,054
| +0.7% | +$190K | 0.02% | 620 |
|
|
2019
Q3 | $26.6M | Sell |
416,260
-10,344
| -2% | -$628K | 0.02% | 595 |
|
|
2019
Q2 | $24.7M | Buy |
426,604
+10,936
| +3% | +$614K | 0.02% | 641 |
|
|
2019
Q1 | $23.1M | Sell |
415,668
-11,719
| -3% | -$618K | 0.02% | 672 |
|
|
2018
Q4 | $21.2M | Sell |
427,387
-5,205
| -1% | -$263K | 0.02% | 663 |
|
|
2018
Q3 | $21.2M | Buy |
432,592
+12,993
| +3% | +$633K | 0.02% | 815 |
|
|
2018
Q2 | $19.8M | Sell |
419,599
-4,031
| -1% | -$182K | 0.02% | 831 |
|
|
2018
Q1 | $19.2M | Sell |
423,630
-4,824
| -1% | -$212K | 0.02% | 811 |
|
|
2017
Q4 | $20.3M | Sell |
428,454
-5,113
| -1% | -$248K | 0.02% | 810 |
|
|
2017
Q3 | $20.1M | Sell |
433,567
-10,181
| -2% | -$480K | 0.02% | 778 |
|
|
2017
Q2 | $20.5M | Buy |
443,748
+6,002
| +1% | +$277K | 0.02% | 753 |
|
|
2017
Q1 | $19.6M | Buy |
437,746
+6,427
| +1% | +$278K | 0.02% | 727 |
|
|
2016
Q4 | $18M | Sell |
431,319
-1,584
| -0.4% | -$64.8K | 0.02% | 768 |
|
|
2016
Q3 | $18.2M | Buy |
432,903
+7,791
| +2% | +$340K | 0.02% | 715 |
|
|
2016
Q2 | $19.5M | Buy |
425,112
+3,012
| +0.7% | +$127K | 0.03% | 625 |
|
|
2016
Q1 | $17.9M | Buy |
422,100
+25,805
| +7% | +$1.01M | 0.03% | 639 |
|
|
2015
Q4 | $14.3M | Buy |
396,295
+8,764
| +2% | +$312K | 0.02% | 732 |
|
|
2015
Q3 | $13.7M | Sell |
387,531
-10,813
| -3% | -$365K | 0.02% | 735 |
|
|
2015
Q2 | $12.7M | Sell |
398,344
-188,611
| -32% | -$6.34M | 0.02% | 836 |
|
|
2015
Q1 | $20.5M | Buy |
586,955
+207,640
| +55% | +$7.37M | 0.03% | 532 |
|
|
2014
Q4 | $13.2M | Buy |
379,315
+8,892
| +2% | +$290K | 0.02% | 765 |
|
|
2014
Q3 | $11M | Sell |
370,423
-159,736
| -30% | -$4.77M | 0.02% | 840 |
|
|
2014
Q2 | $16.5M | Sell |
530,159
-390
| -0.1% | -$11.6K | 0.03% | 629 |
|
|
2014
Q1 | $15.5M | Sell |
530,549
-1,446
| -0.3% | -$40.1K | 0.03% | 646 |
|
|
2013
Q4 | $14.2M | Buy |
531,995
+188,618
| +55% | +$5.08M | 0.03% | 662 |
|
|
2013
Q3 | $9.04M | Sell |
343,377
-17,880
| -5% | -$486K | 0.02% | 873 |
|
|
2013
Q2 | $9.81M | Buy |
+361,257
| New | +$10.1M | 0.02% | 778 |
|
Other funds holding CMS
Principal Financial Group's CMS Position: Q2 2026 in Review
Principal Financial Group reduced its CMS Energy (CMS) stake by 7.3% in Q2 2026, selling an estimated $2.44M and leaving 415,442 shares worth $31.8M. The position accounts for 0.02% of the portfolio, ranked #721.
Principal Financial Group first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $37.2M in Q3 2020. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Principal Financial Group held 415,442 shares of CMS Energy worth $31.8M as of Q2 2026.
- Principal Financial Group sold 32,574 CMS Energy shares in Q2 2026, an estimated $2.44M.
- CMS Energy made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #721 holding.
- Principal Financial Group first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's CMS Energy position peaked at $37.2M in Q3 2020.
- 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.