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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
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
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

Stiles Financial Services's CMS Position: Q1 2026 in Review

Stiles Financial Services held its CMS Energy (CMS) position steady in Q1 2026 at 3,396 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #156.

Stiles Financial Services first reported a position in CMS in Q1 2022 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Stiles Financial Services held 3,396 shares of CMS Energy worth $263K as of Q1 2026.
  • Stiles Financial Services left its CMS Energy share count unchanged in Q1 2026.
  • CMS Energy made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #156 holding.
  • Stiles Financial Services first reported a position in CMS Energy in Q1 2022 and has held it in 9 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.