Samalin Investment Counsel’s CMS Energy CMS Stock Holding History

Samalin Investment Counsel’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	$378K	Buy	4,948 +15	+0.3%	+$1.12K	0.12%	209
2026 Q1	$383K	Sell	4,933 -170	-3%	-$12.6K	0.14%	209
2025 Q4	$357K	Sell	5,103 -216	-4%	-$15.7K	0.13%	218
2025 Q3	$390K	Sell	5,319 -169	-3%	-$12.1K	0.13%	214
2025 Q2	$380K	Sell	5,488 -259	-5%	-$18.5K	0.15%	216
2025 Q1	$432K	Buy	5,747 +1,059	+23%	+$74K	0.18%	180
2024 Q4	$312K	Buy	4,688 +10	+0.2%	+$688	0.13%	216
2024 Q3	$330K	Sell	4,678 -254	-5%	-$16.7K	0.14%	210
2024 Q2	$294K	Buy	4,932 +194	+4%	+$11.7K	0.14%	218
2024 Q1	$286K	Sell	4,738 -379	-7%	-$22K	0.14%	222
2023 Q4	$297K	Sell	5,117 -1,014	-17%	-$56.6K	0.15%	211
2023 Q3	$326K	Sell	6,131 -330	-5%	-$19.1K	0.19%	168
2023 Q2	$380K	Buy	+6,461	New	+$390K	0.21%	140

Other funds holding CMS

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Samalin Investment Counsel's CMS Position: Q2 2026 in Review

Samalin Investment Counsel increased its CMS Energy (CMS) stake by 0.3% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,948 shares worth $378K. The position accounts for 0.12% of the portfolio, ranked #209.

Samalin Investment Counsel first reported a position in CMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $432K in Q1 2025. 263 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Samalin Investment Counsel held 4,948 shares of CMS Energy worth $378K as of Q2 2026.
Samalin Investment Counsel bought 15 CMS Energy shares in Q2 2026, an estimated $1.12K.
CMS Energy made up 0.12% of Samalin Investment Counsel's portfolio in Q2 2026, its #209 holding.
Samalin Investment Counsel first reported a position in CMS Energy in Q2 2023 and has held it in 13 quarters since.
Samalin Investment Counsel's CMS Energy position peaked at $432K in Q1 2025.
263 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.