S
CMS icon

SignatureFD’s CMS Energy CMS Stock Holding History

SignatureFD’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 		$516K Sell
6,651
-12
-0.2% -$891 0.01% 608
2025
Q4 		$466K Buy
6,663
+743
+13% +$54K 0.01% 625
2025
Q3 		$434K Buy
5,920
+574
+11% +$41.2K 0.01% 638
2025
Q2 		$370K Buy
5,346
+130
+2% +$9.26K 0.01% 665
2025
Q1 		$392K Buy
5,216
+464
+10% +$32.4K 0.01% 614
2024
Q4 		$317K Buy
4,752
+220
+5% +$15.1K 0.01% 707
2024
Q3 		$320K Buy
4,532
+123
+3% +$8.07K 0.01% 672
2024
Q2 		$262K Buy
4,409
+71
+2% +$4.3K 0.01% 711
2024
Q1 		$262K Buy
4,338
+87
+2% +$5.04K 0.01% 729
2023
Q4 		$247K Sell
4,251
-1,094
-20% -$61.1K 0.01% 712
2023
Q3 		$284K Sell
5,345
-2,557
-32% -$148K 0.01% 618
2023
Q2 		$464K Buy
7,902
+685
+9% +$41.3K 0.01% 463
2023
Q1 		$443K Buy
7,217
+653
+10% +$40.1K 0.01% 472
2022
Q4 		$416K Buy
6,564
+3,377
+106% +$200K 0.01% 473
2022
Q3 		$186K Buy
3,187
+210
+7% +$14.1K 0.01% 701
2022
Q2 		$201K Sell
2,977
-97
-3% -$6.7K 0.01% 699
2022
Q1 		$215K Buy
3,074
+193
+7% +$12.5K 0.01% 693
2021
Q4 		$187K Buy
2,881
+70
+2% +$4.3K 0.01% 744
2021
Q3 		$168K Buy
2,811
+94
+3% +$5.87K 0.01% 765
2021
Q2 		$161K Sell
2,717
-149
-5% -$9.27K 0.01% 752
2021
Q1 		$175K Sell
2,866
-433
-13% -$24.9K 0.01% 648
2020
Q4 		$201K Sell
3,299
-57
-2% -$3.56K 0.01% 532
2020
Q3 		$206K Buy
3,356
+277
+9% +$17K 0.01% 472
2020
Q2 		$180K Sell
3,079
-645
-17% -$37.3K 0.01% 487
2020
Q1 		$219K Buy
3,724
+271
+8% +$17.3K 0.02% 385
2019
Q4 		$217K Buy
3,453
+409
+13% +$25.5K 0.02% 439
2019
Q3 		$195K Buy
3,044
+478
+19% +$29K 0.02% 418
2019
Q2 		$149K Buy
2,566
+467
+22% +$26.2K 0.01% 488
2019
Q1 		$117K Buy
2,099
+209
+11% +$11K 0.01% 568
2018
Q4 		$94K Buy
1,890
+420
+29% +$21.2K 0.01% 606
2018
Q3 		$72K Sell
1,470
-85
-5% -$4.14K 0.01% 754
2018
Q2 		$74K Buy
1,555
+119
+8% +$5.38K 0.01% 716
2018
Q1 		$65K Buy
+1,436
New +$63K 0.01% 656
2016
Q4 		– Sell
-678
Closed -$28K – 435
2016
Q3 		$28K Buy
678
+18
+3% +$786 ﹤0.01% 700
2016
Q2 		$30K Hold
660
– – ﹤0.01% 605
2016
Q1 		$28K Buy
660
+123
+23% +$4.82K ﹤0.01% 571
2015
Q4 		$19K Buy
537
+262
+95% +$9.34K ﹤0.01% 584
2015
Q3 		$10K Buy
275
+69
+33% +$2.33K ﹤0.01% 674
2015
Q2 		$7K Buy
206
+121
+142% +$4.07K ﹤0.01% 693
2015
Q1 		$3K Hold
85
– – ﹤0.01% 738
2014
Q4 		$3K Buy
+85
New +$2.78K ﹤0.01% 694
2014
Q1 		– Sell
-105
Closed -$3K – 817
2013
Q4 		$3K Buy
+105
New +$2.83K ﹤0.01% 562

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SignatureFD's CMS Position: Q1 2026 in Review

SignatureFD reduced its CMS Energy (CMS) stake by 0.18% in Q1 2026, selling an estimated $891 and leaving 6,651 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #608.

SignatureFD first reported a position in CMS in Q4 2013 and has held it in 42 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • SignatureFD held 6,651 shares of CMS Energy worth $516K as of Q1 2026.
  • SignatureFD sold 12 CMS Energy shares in Q1 2026, an estimated $891.
  • CMS Energy made up 0.01% of SignatureFD's portfolio in Q1 2026, its #608 holding.
  • SignatureFD first reported a position in CMS Energy in Q4 2013 and has held it in 42 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.