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Root Financial Partners’s CMS Energy CMS Stock Holding History

Root Financial Partners’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 		– Sell
-764
Closed -$59.3K – 962
2026
Q1 		$59.3K Buy
764
+406
+113% +$30.1K ﹤0.01% 800
2025
Q4 		$25.1K Buy
358
+31
+9% +$2.25K ﹤0.01% 1062
2025
Q3 		$24K Buy
+327
New +$23.5K ﹤0.01% 1027

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

Root Financial Partners's CMS Position: Q2 2026 in Review

Root Financial Partners sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 764 shares — an estimated $59.3K sold.

Root Financial Partners first reported a position in CMS in Q3 2025 and held it in 3 quarters. The position peaked at $59.3K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Root Financial Partners reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 764 CMS Energy shares in Q2 2026, an estimated $59.3K.
  • Root Financial Partners first reported a position in CMS Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CMS Energy position peaked at $59.3K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.