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Seneschal Advisors’s CMS Energy CMS Stock Holding History

Seneschal Advisors’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 Hold
6
– – ﹤0.01% 418
2026
Q1 		$466 Hold
6
– – ﹤0.01% 380
2025
Q4 		$420 Buy
6
+2
+50% +$145 ﹤0.01% 400
2025
Q3 		$294 Buy
+4
New +$287 ﹤0.01% 483

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

Seneschal Advisors's CMS Position: Q2 2026 in Review

Seneschal Advisors held its CMS Energy (CMS) position steady in Q2 2026 at 6 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Seneschal Advisors first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $466 in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Seneschal Advisors held 6 shares of CMS Energy worth $459 as of Q2 2026.
  • Seneschal Advisors left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #418 holding.
  • Seneschal Advisors first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's CMS Energy position peaked at $466 in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.