RCAG
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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
Q2 		$317K Sell
4,148
-612
-13% -$45.9K 0.01% 553
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rehmann Capital Advisory Group's CMS Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its CMS Energy (CMS) stake by 13% in Q2 2026, selling an estimated $45.9K and leaving 4,148 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #553.

Rehmann Capital Advisory Group first reported a position in CMS in Q1 2016 and has held it in 18 quarters since. The position peaked at $406K in Q1 2019. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Rehmann Capital Advisory Group held 4,148 shares of CMS Energy worth $317K as of Q2 2026.
  • Rehmann Capital Advisory Group sold 612 CMS Energy shares in Q2 2026, an estimated $45.9K.
  • CMS Energy made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #553 holding.
  • Rehmann Capital Advisory Group first reported a position in CMS Energy in Q1 2016 and has held it in 18 quarters since.
  • Rehmann Capital Advisory Group's CMS Energy position peaked at $406K in Q1 2019.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.