SF
CMS icon

Summit Financial’s CMS Energy CMS Stock Holding History

Summit Financial’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 		$947K Sell
12,203
-189
-2% -$14K 0.01% 794
2025
Q4 		$867K Sell
12,392
-469
-4% -$34.1K 0.01% 711
2025
Q3 		$942K Buy
12,861
+478
+4% +$34.3K 0.01% 674
2025
Q2 		$858K Sell
12,383
-56
-0.5% -$3.99K 0.02% 444
2025
Q1 		$934K Buy
12,439
+4,257
+52% +$297K 0.03% 389
2024
Q4 		$545K Buy
8,182
+76
+0.9% +$5.23K 0.02% 432
2024
Q3 		$573K Buy
8,106
+30
+0.4% +$1.97K 0.02% 352
2024
Q2 		$481K Buy
8,076
+967
+14% +$58.5K 0.02% 331
2024
Q1 		$429K Sell
7,109
-75
-1% -$4.35K 0.03% 278
2023
Q4 		$417K Sell
7,184
-505
-7% -$28.2K 0.03% 265
2023
Q3 		$408K Buy
7,689
+147
+2% +$8.51K 0.03% 264
2023
Q2 		$443K Buy
+7,542
New +$455K 0.03% 241

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

Summit Financial's CMS Position: Q1 2026 in Review

Summit Financial reduced its CMS Energy (CMS) stake by 1.5% in Q1 2026, selling an estimated $14K and leaving 12,203 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #794.

Summit Financial first reported a position in CMS in Q2 2023 and has held it in 12 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Summit Financial held 12,203 shares of CMS Energy worth $947K as of Q1 2026.
  • Summit Financial sold 189 CMS Energy shares in Q1 2026, an estimated $14K.
  • CMS Energy made up 0.01% of Summit Financial's portfolio in Q1 2026, its #794 holding.
  • Summit Financial first reported a position in CMS Energy in Q2 2023 and has held it in 12 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.