Rossby Financial’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.7K Buy
284
+40
+16% +$3K ﹤0.01% 939
2026
Q1
$19K Buy
244
+206
+542% +$15.3K ﹤0.01% 1026
2025
Q4
$2.66K Sell
38
-198
-84% -$14.4K ﹤0.01% 1289
2025
Q3
$17.1K Buy
236
+233
+7,767% +$16.7K 0.01% 747
2025
Q2
$208 Hold
3
﹤0.01% 1214
2025
Q1
$217 Buy
+3
New +$210 ﹤0.01% 1058

Other funds holding CMS

Rossby Financial's CMS Position: Q2 2026 in Review

Rossby Financial increased its CMS Energy (CMS) stake by 16% in Q2 2026, buying an estimated $3K and bringing the position to 284 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Rossby Financial first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Rossby Financial held 284 shares of CMS Energy worth $21.7K as of Q2 2026.
  • Rossby Financial bought 40 CMS Energy shares in Q2 2026, an estimated $3K.
  • CMS Energy made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #939 holding.
  • Rossby Financial first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.