Thrivent Financial for Lutherans
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Thrivent Financial for Lutherans’s CMS Energy CMS Stock Holding History

Thrivent Financial for Lutherans’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 		$944K Buy
12,164
+69
+0.6% +$5.12K ﹤0.01% 1918
2025
Q4 		$846K Buy
12,095
+11
+0.1% +$800 ﹤0.01% 2025
2025
Q3 		$885K Sell
12,084
-227
-2% -$16.3K ﹤0.01% 1848
2025
Q2 		$853K Buy
12,311
+48
+0.4% +$3.42K ﹤0.01% 1887
2025
Q1 		$921K Sell
12,263
-3
-0% -$210 ﹤0.01% 1767
2024
Q4 		$818K Sell
12,266
-2,838
-19% -$195K ﹤0.01% 2013
2024
Q3 		$1.07M Buy
15,104
+2,503
+20% +$164K ﹤0.01% 1872
2024
Q2 		$750K Buy
12,601
+57
+0.5% +$3.45K ﹤0.01% 2022
2024
Q1 		$757K Sell
12,544
-125
-1% -$7.24K ﹤0.01% 2043
2023
Q4 		$736K Sell
12,669
-7,246
-36% -$405K ﹤0.01% 2033
2023
Q3 		$1.05M Buy
19,915
+5
+0% +$290 ﹤0.01% 1704
2023
Q2 		$1.17M Buy
19,910
+7,407
+59% +$447K ﹤0.01% 1706
2023
Q1 		$767K Buy
12,503
+72
+0.6% +$4.43K ﹤0.01% 1928
2022
Q4 		$787K Buy
12,431
+53
+0.4% +$3.13K ﹤0.01% 1885
2022
Q3 		$721K Buy
12,378
+66
+0.5% +$4.44K ﹤0.01% 1881
2022
Q2 		$831K Buy
12,312
+57
+0.5% +$3.94K ﹤0.01% 1824
2022
Q1 		$857K Sell
12,255
-86
-0.7% -$5.58K ﹤0.01% 1916
2021
Q4 		$803K Sell
12,341
-186,632
-94% -$11.5M ﹤0.01% 1979
2021
Q3 		$11.9M Buy
198,973
+186,304
+1,471% +$11.6M 0.02% 617
2021
Q2 		$748K Buy
12,669
+89
+0.7% +$5.54K ﹤0.01% 2005
2021
Q1 		$770K Sell
12,580
-1,666,730
-99% -$95.8M ﹤0.01% 2020
2020
Q4 		$102M Buy
1,679,310
+792,251
+89% +$49.5M 0.24% 100
2020
Q3 		$54.5M Sell
887,059
-21,782
-2% -$1.33M 0.15% 175
2020
Q2 		$53.1M Sell
908,841
-409,332
-31% -$23.7M 0.16% 158
2020
Q1 		$77.4M Sell
1,318,173
-14,505
-1% -$928K 0.28% 86
2019
Q4 		$83.7M Buy
1,332,678
+54,160
+4% +$3.38M 0.24% 106
2019
Q3 		$81.8M Sell
1,278,518
-35,773
-3% -$2.17M 0.25% 103
2019
Q2 		$76.1M Sell
1,314,291
-17,229
-1% -$967K 0.23% 106
2019
Q1 		$74M Buy
1,331,520
+1,190,051
+841% +$62.7M 0.23% 108
2018
Q4 		$7.02M Sell
141,469
-126,473
-47% -$6.39M 0.03% 527
2018
Q3 		$13.1M Buy
267,942
+199,204
+290% +$9.71M 0.04% 425
2018
Q2 		$3.25M Buy
68,738
+55,527
+420% +$2.51M 0.01% 750
2018
Q1 		$598K Sell
13,211
-415,930
-97% -$18.2M ﹤0.01% 1539
2017
Q4 		$20.3M Sell
429,141
-14,082
-3% -$682K 0.07% 276
2017
Q3 		$20.5M Sell
443,223
-19,456
-4% -$918K 0.07% 257
2017
Q2 		$21.4M Buy
462,679
+451,849
+4,172% +$20.9M 0.09% 218
2017
Q1 		$485K Buy
10,830
+1,100
+11% +$47.6K ﹤0.01% 1549
2016
Q4 		$405K Buy
9,730
+580
+6% +$23.7K ﹤0.01% 1599
2016
Q3 		$384K Buy
9,150
+450
+5% +$19.6K ﹤0.01% 1596
2016
Q2 		$399K Buy
8,700
+500
+6% +$21K ﹤0.01% 1528
2016
Q1 		$348K Buy
8,200
+430
+6% +$16.8K ﹤0.01% 1546
2015
Q4 		$280K Buy
7,770
+220
+3% +$7.84K ﹤0.01% 1614
2015
Q3 		$267K Buy
7,550
+350
+5% +$11.8K ﹤0.01% 1498
2015
Q2 		$229K Buy
7,200
+400
+6% +$13.4K ﹤0.01% 1558
2015
Q1 		$237K Buy
6,800
+300
+5% +$10.7K ﹤0.01% 1514
2014
Q4 		$226K Buy
+6,500
New +$212K ﹤0.01% 1536
2014
Q3 		– Sell
-926,400
Closed -$28.9M – 1863
2014
Q2 		$28.9M Sell
926,400
-81,450
-8% -$2.42M 0.16% 150
2014
Q1 		$29.5M Sell
1,007,850
-310,500
-24% -$8.6M 0.18% 127
2013
Q4 		$35.3M Buy
1,318,350
+189,750
+17% +$5.11M 0.22% 103
2013
Q3 		$29.7M Buy
1,128,600
+88,200
+8% +$2.4M 0.19% 121
2013
Q2 		$28.3K Buy
+1,040,400
New +$29.2M 0.18% 128

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

Thrivent Financial for Lutherans's CMS Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its CMS Energy (CMS) stake by 0.57% in Q1 2026, buying an estimated $5.12K and bringing the position to 12,164 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Thrivent Financial for Lutherans first reported a position in CMS in Q2 2013 and has held it in 51 quarters since. The position peaked at $102M in Q4 2020. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Thrivent Financial for Lutherans held 12,164 shares of CMS Energy worth $944K as of Q1 2026.
  • Thrivent Financial for Lutherans bought 69 CMS Energy shares in Q1 2026, an estimated $5.12K.
  • CMS Energy made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1918 holding.
  • Thrivent Financial for Lutherans first reported a position in CMS Energy in Q2 2013 and has held it in 51 quarters since.
  • Thrivent Financial for Lutherans's CMS Energy position peaked at $102M in Q4 2020.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.