Rehmann Capital Advisory Group’s CMS Energy CMS Stock Holding History

Rehmann Capital Advisory Group’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	$369K	Buy	4,760 +37	+0.8%	+$2.75K	0.02%	484
2025 Q4	$330K	Buy	+4,723	New	+$344K	0.02%	502
2019 Q3	$341K	Sell	5,325 -274	-5%	-$16.6K	0.04%	227
2019 Q2	$324K	Sell	5,599 -1,707	-23%	-$95.8K	0.04%	337
2019 Q1	$406K	Buy	7,306 +2	+0%	+$105	0.06%	260
2018 Q4	$363K	Sell	7,304 -386	-5%	-$19.5K	0.05%	173
2018 Q3	$377K	Sell	7,690 -284	-4%	-$13.8K	0.05%	262
2018 Q2	$377K	Sell	7,974 -170	-2%	-$7.68K	0.05%	252
2018 Q1	$369K	Buy	8,144 +60	+0.7%	+$2.63K	0.06%	236
2017 Q4	$382K	Buy	8,084 +2,254	+39%	+$109K	0.06%	236
2017 Q3	$270K	Sell	5,830 -123	-2%	-$5.8K	0.05%	289
2017 Q2	$275K	Buy	5,953 +667	+13%	+$30.8K	0.05%	276
2017 Q1	$237K	Sell	5,286 -1,883	-26%	-$81.6K	0.04%	332
2016 Q4	$298K	Sell	7,169 -296	-4%	-$12.1K	0.05%	272
2016 Q3	$314K	Sell	7,465 -294	-4%	-$12.8K	0.06%	251
2016 Q2	$356K	Sell	7,759 -172	-2%	-$7.23K	0.07%	224
2016 Q1	$337K	Buy	+7,931	New	+$311K	0.07%	224

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

Rehmann Capital Advisory Group's CMS Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its CMS Energy (CMS) stake by 0.78% in Q1 2026, buying an estimated $2.75K and bringing the position to 4,760 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #484.

Rehmann Capital Advisory Group first reported a position in CMS in Q1 2016 and has held it in 17 quarters since. The position peaked at $406K in Q1 2019. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Rehmann Capital Advisory Group held 4,760 shares of CMS Energy worth $369K as of Q1 2026.
Rehmann Capital Advisory Group bought 37 CMS Energy shares in Q1 2026, an estimated $2.75K.
CMS Energy made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #484 holding.
Rehmann Capital Advisory Group first reported a position in CMS Energy in Q1 2016 and has held it in 17 quarters since.
Rehmann Capital Advisory Group's CMS Energy position peaked at $406K in Q1 2019.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.