TFC Financial Management’s CMS Energy CMS Stock Holding History

TFC Financial Management’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	$77	Hold	1	–	–	﹤0.01%	950
2026 Q1	$78	Hold	1	–	–	﹤0.01%	904
2025 Q4	$70	Hold	1	–	–	﹤0.01%	900
2025 Q3	$74	Hold	1	–	–	﹤0.01%	938
2025 Q2	$70	Hold	1	–	–	﹤0.01%	930
2025 Q1	$76	Hold	1	–	–	﹤0.01%	867
2024 Q4	$67	Hold	1	–	–	﹤0.01%	877
2024 Q3	$71	Hold	1	–	–	﹤0.01%	895
2024 Q2	$60	Hold	1	–	–	﹤0.01%	888
2024 Q1	$61	Buy	+1	New	+$58	﹤0.01%	884
2023 Q4	–	Sell	-13	Closed	-$691	–	675
2023 Q3	$691	Buy	13 +6	+86%	+$348	﹤0.01%	572
2023 Q2	$412	Buy	+7	New	+$422	﹤0.01%	602

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

TFC Financial Management's CMS Position: Q2 2026 in Review

TFC Financial Management held its CMS Energy (CMS) position steady in Q2 2026 at 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #950.

TFC Financial Management first reported a position in CMS in Q2 2023 and has held it in 12 quarters since. The position peaked at $691 in Q3 2023. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

TFC Financial Management held 1 share of CMS Energy worth $77 as of Q2 2026.
TFC Financial Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #950 holding.
TFC Financial Management first reported a position in CMS Energy in Q2 2023 and has held it in 12 quarters since.
TFC Financial Management's CMS Energy position peaked at $691 in Q3 2023.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.