Sentry Investment Management’s CMS Energy CMS Stock Holding History

Sentry Investment Management’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 Q1	–	Sell	-761	Closed	-$53K	–	102
2025 Q4	$53K	Hold	761	–	–	0.03%	341
2025 Q3	$56K	Sell	761 -80	-10%	-$5.75K	0.04%	337
2025 Q2	$58K	Hold	841	–	–	0.03%	372
2025 Q1	$60K	Sell	841 -251	-23%	-$17.5K	0.04%	334
2024 Q4	$73K	Sell	1,092 -178	-14%	-$12.2K	0.03%	353
2024 Q3	$90K	Hold	1,270	–	–	0.04%	353
2024 Q2	$76K	Sell	1,270 -260	-17%	-$15.7K	0.03%	356
2024 Q1	$92K	Hold	1,530	–	–	0.04%	363
2023 Q4	$89K	Sell	1,530 -164	-10%	-$9.16K	0.04%	364
2023 Q3	$90K	Sell	1,694 -205	-11%	-$11.9K	0.04%	375
2023 Q2	$112K	Hold	1,899	–	–	0.04%	362
2023 Q1	$117K	Buy	+1,899	New	+$117K	0.05%	338
2022 Q4	–	Sell	-1,956	Closed	-$114K	–	482
2022 Q3	$114K	Hold	1,956	–	–	0.05%	334
2022 Q2	$132K	Sell	1,956 -98	-5%	-$6.77K	0.06%	311
2022 Q1	$144K	Sell	2,054 -917	-31%	-$59.5K	0.05%	358
2021 Q4	$193K	Buy	2,971 +543	+22%	+$33.3K	0.05%	327
2021 Q3	$145K	Sell	2,428 -355	-13%	-$22.2K	0.04%	381
2021 Q2	$164K	Hold	2,783	–	–	0.04%	365
2021 Q1	$170K	Sell	2,783 -13,292	-83%	-$764K	0.05%	360
2020 Q4	$981K	Hold	16,075	–	–	0.05%	312
2020 Q3	$987K	Hold	16,075	–	–	0.05%	277
2020 Q2	$939K	Buy	+16,075	New	+$931K	0.06%	301
2020 Q1	–	Sell	-16,155	Closed	-$1.01M	–	436
2019 Q4	$1.01M	Hold	16,155	–	–	0.06%	288
2019 Q3	$1.03M	Hold	16,155	–	–	0.07%	270
2019 Q2	$936K	Hold	16,155	–	–	0.06%	299
2019 Q1	$897K	Sell	16,155 -1,434	-8%	-$75.6K	0.06%	291
2018 Q4	$873K	Sell	17,589 -460	-3%	-$23.2K	0.06%	287
2018 Q3	$884K	Hold	18,049	–	–	0.05%	322
2018 Q2	$853K	Sell	18,049 -2,006	-10%	-$90.6K	0.06%	330
2018 Q1	$908K	Sell	20,055 -1,925	-9%	-$84.5K	0.06%	336
2017 Q4	$1.04M	Hold	21,980	–	–	0.06%	322
2017 Q3	$1.02M	Hold	21,980	–	–	0.04%	317
2017 Q2	$1.02M	Buy	21,980 +201	+0.9%	+$9.29K	0.04%	318
2017 Q1	$974K	Buy	21,779 +5,517	+34%	+$239K	0.04%	323
2016 Q4	$677K	Hold	16,262	–	–	0.03%	403
2016 Q3	$683K	Sell	16,262 -5,005	-24%	-$219K	0.03%	399
2016 Q2	$975K	Hold	21,267	–	–	0.04%	316
2016 Q1	$903K	Hold	21,267	–	–	0.04%	333
2015 Q4	$767K	Buy	21,267 +6,837	+47%	+$244K	0.04%	367
2015 Q3	$510K	Sell	14,430 -4,488	-24%	-$151K	0.03%	388
2015 Q2	$602K	Hold	18,918	–	–	0.03%	385
2015 Q1	$660K	Buy	18,918 +7,388	+64%	+$262K	0.03%	363
2014 Q4	$401K	Hold	11,530	–	–	0.02%	439
2014 Q3	$342K	Sell	11,530 -1,421	-11%	-$42.4K	0.02%	459
2014 Q2	$403K	Sell	12,951 -949	-7%	-$28.2K	0.02%	452
2014 Q1	$407K	Sell	13,900 -4,200	-23%	-$116K	0.02%	443
2013 Q4	$485K	Hold	18,100	–	–	0.03%	416
2013 Q3	$476K	Buy	18,100 +4,300	+31%	+$117K	0.03%	423
2013 Q2	$375K	Buy	+13,800	New	+$387K	0.02%	391

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sentry Investment Management's CMS Position: Q1 2026 in Review

Sentry Investment Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 761 shares — an estimated $53K sold.

Sentry Investment Management first reported a position in CMS in Q2 2013 and held it in 49 quarters. The position peaked at $1.04M in Q4 2017. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Sentry Investment Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 761 CMS Energy shares in Q1 2026, an estimated $53K.
Sentry Investment Management first reported a position in CMS Energy in Q2 2013 and held it in 49 quarters.
Sentry Investment Management's CMS Energy position peaked at $1.04M in Q4 2017.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.