Stiles Financial Services’s CMS Energy CMS Stock Holding History

Stiles Financial Services’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	$260K	Hold	3,396	–	–	0.07%	157
2026 Q1	$263K	Hold	3,396	–	–	0.08%	156
2025 Q4	$237K	Buy	3,396 +25	+0.7%	+$1.82K	0.07%	160
2025 Q3	$247K	Buy	3,371 +25	+0.7%	+$1.8K	0.08%	160
2025 Q2	$232K	Buy	3,346 +26	+0.8%	+$1.85K	0.08%	163
2025 Q1	$249K	Buy	3,320 +24	+0.7%	+$1.68K	0.1%	152
2024 Q4	$220K	Buy	3,296 +25	+0.8%	+$1.72K	0.08%	173
2024 Q3	$231K	Buy	+3,271	New	+$215K	0.08%	169
2022 Q3	–	Sell	-3,042	Closed	-$205K	–	169
2022 Q2	$205K	Buy	3,042 +20	+0.7%	+$1.38K	0.12%	160
2022 Q1	$211K	Buy	+3,022	New	+$196K	0.11%	170

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Stiles Financial Services's CMS Position: Q2 2026 in Review

Stiles Financial Services held its CMS Energy (CMS) position steady in Q2 2026 at 3,396 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #157.

Stiles Financial Services first reported a position in CMS in Q1 2022 and has held it in 10 quarters since. The position peaked at $263K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Stiles Financial Services held 3,396 shares of CMS Energy worth $260K as of Q2 2026.
Stiles Financial Services left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.07% of Stiles Financial Services's portfolio in Q2 2026, its #157 holding.
Stiles Financial Services first reported a position in CMS Energy in Q1 2022 and has held it in 10 quarters since.
Stiles Financial Services's CMS Energy position peaked at $263K in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.