Richardson Financial Services’s CMS Energy CMS Stock Holding History

Richardson Financial Services’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	$50.5K	Hold	660	–	–	0.03%	314
2026 Q1	$51.2K	Hold	660	–	–	0.03%	298
2025 Q4	$46.2K	Hold	660	–	–	0.01%	305
2025 Q3	$48.4K	Hold	660	–	–	0.03%	287
2025 Q2	$46.3K	Buy	660 +105	+19%	+$7.48K	0.03%	261
2025 Q1	$41.7K	Buy	555 +100	+22%	+$6.98K	0.03%	254
2024 Q4	$30.3K	Buy	455 +235	+107%	+$16.2K	0.02%	301
2024 Q3	$13.1K	Hold	220	–	–	0.01%	381
2024 Q2	$13.1K	Hold	220	–	–	0.01%	361
2024 Q1	$13.3K	Hold	220	–	–	0.01%	381
2023 Q4	$12.8K	Buy	+220	New	+$12.3K	0.01%	294

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Richardson Financial Services's CMS Position: Q2 2026 in Review

Richardson Financial Services held its CMS Energy (CMS) position steady in Q2 2026 at 660 shares worth $50.5K. The position accounts for 0.03% of the portfolio, ranked #314.

Richardson Financial Services first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.2K in Q1 2026. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Richardson Financial Services held 660 shares of CMS Energy worth $50.5K as of Q2 2026.
Richardson Financial Services left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.03% of Richardson Financial Services's portfolio in Q2 2026, its #314 holding.
Richardson Financial Services first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's CMS Energy position peaked at $51.2K in Q1 2026.
574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.