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Sunbelt Securities’s CMS Energy CMS Stock Holding History

Sunbelt Securities’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 		$5.97K Hold
77
– – ﹤0.01% 1630
2025
Q4 		$5.38K Hold
77
– – ﹤0.01% 1619
2025
Q3 		$5.64K Buy
+77
New +$5.53K ﹤0.01% 1593
2023
Q4 		– Sell
-18
Closed -$972 – 1719
2023
Q3 		$972 Hold
18
– – ﹤0.01% 1593
2023
Q2 		$1.07K Hold
18
– – ﹤0.01% 1513
2023
Q1 		$1.1K Buy
+18
New +$1.11K ﹤0.01% 1479

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sunbelt Securities's CMS Position: Q1 2026 in Review

Sunbelt Securities held its CMS Energy (CMS) position steady in Q1 2026 at 77 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Sunbelt Securities first reported a position in CMS in Q1 2023 and has held it in 6 quarters since. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Sunbelt Securities held 77 shares of CMS Energy worth $5.97K as of Q1 2026.
  • Sunbelt Securities left its CMS Energy share count unchanged in Q1 2026.
  • CMS Energy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1630 holding.
  • Sunbelt Securities first reported a position in CMS Energy in Q1 2023 and has held it in 6 quarters since.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.