Sound Income Strategies’s CMS Energy CMS Stock Holding History

Sound Income Strategies’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	–	Sell	-197	Closed	-$15.4K	–	837
2026 Q1	$15.4K	Sell	197 -146	-43%	-$10.8K	﹤0.01%	1301
2025 Q4	$24.6K	Buy	343 +157	+84%	+$11.4K	﹤0.01%	1068
2025 Q3	$13.6K	Buy	186 +60	+48%	+$4.31K	﹤0.01%	922
2025 Q2	$8.76K	Buy	126 +15	+14%	+$1.07K	﹤0.01%	970
2025 Q1	$8.36K	Sell	111 -10	-8%	-$698	﹤0.01%	951
2024 Q4	$8.08K	Hold	121	–	–	﹤0.01%	885
2024 Q3	$8.56K	Buy	121 +10	+9%	+$656	﹤0.01%	828
2024 Q2	$6.61K	Sell	111 -28	-20%	-$1.7K	﹤0.01%	874
2024 Q1	$8.39K	Hold	139	–	–	﹤0.01%	802
2023 Q4	$8.07K	Sell	139 -65	-32%	-$3.63K	﹤0.01%	788
2023 Q3	$10.8K	Hold	204	–	–	﹤0.01%	570
2023 Q2	$12K	Hold	204	–	–	﹤0.01%	538
2023 Q1	$12.5K	Buy	204 +75	+58%	+$4.61K	﹤0.01%	508
2022 Q4	$8.17K	Buy	129 +11	+9%	+$650	﹤0.01%	564
2022 Q3	$7K	Sell	118 -17	-13%	-$1.14K	﹤0.01%	523
2022 Q2	$9K	Hold	135	–	–	﹤0.01%	475
2022 Q1	$9K	Buy	135 +117	+650%	+$7.59K	﹤0.01%	492
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	757
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	733
2021 Q2	$1K	Buy	+18	New	+$1.12K	﹤0.01%	773

Other funds holding CMS

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Sound Income Strategies's CMS Position: Q2 2026 in Review

Sound Income Strategies sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 197 shares — an estimated $15.4K sold.

Sound Income Strategies first reported a position in CMS in Q2 2021 and held it in 20 quarters. The position peaked at $24.6K in Q4 2025. 574 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Sound Income Strategies reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 197 CMS Energy shares in Q2 2026, an estimated $15.4K.
Sound Income Strategies first reported a position in CMS Energy in Q2 2021 and held it in 20 quarters.
Sound Income Strategies's CMS Energy position peaked at $24.6K in Q4 2025.
574 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.