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Ross\Johnson & Associates’s CMS Energy CMS Stock Holding History

Ross\Johnson & Associates’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 		$459 Buy
6
+1
+20% +$75 0.01% 140
2026
Q1 		$388 Sell
5
-9
-64% -$668 0.01% 123
2025
Q4 		$979 Buy
14
+9
+180% +$655 0.02% 98
2025
Q3 		$366 Hold
5
– – 0.01% 128
2025
Q2 		$346 Sell
5
-5
-50% -$356 0.01% 131
2025
Q1 		$751 Buy
+10
New +$698 0.01% 227

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

Ross\Johnson & Associates's CMS Position: Q2 2026 in Review

Ross\Johnson & Associates increased its CMS Energy (CMS) stake by 20% in Q2 2026, buying an estimated $75 and bringing the position to 6 shares worth $459. The position accounts for 0.01% of the portfolio, ranked #140.

Ross\Johnson & Associates first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $979 in Q4 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Ross\Johnson & Associates held 6 shares of CMS Energy worth $459 as of Q2 2026.
  • Ross\Johnson & Associates bought 1 CMS Energy share in Q2 2026, an estimated $75.
  • CMS Energy made up 0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #140 holding.
  • Ross\Johnson & Associates first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's CMS Energy position peaked at $979 in Q4 2025.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.