Tidal Investments’s CMS Energy CMS Stock Holding History

Tidal Investments’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	$11.8M	Buy	151,549 +8,760	+6%	+$650K	0.04%	507
2025 Q4	$9.99M	Buy	142,789 +925	+0.7%	+$67.3K	0.04%	456
2025 Q3	$10.4M	Sell	141,864 -1,055	-0.7%	-$75.8K	0.04%	424
2025 Q2	$9.9M	Buy	142,919 +33,146	+30%	+$2.36M	0.06%	317
2025 Q1	$8.25M	Sell	109,773 -7,180	-6%	-$501K	0.07%	298
2024 Q4	$7.79M	Buy	116,953 +97,173	+491%	+$6.69M	0.06%	321
2024 Q3	$1.4M	Buy	19,780 +2,965	+18%	+$195K	0.02%	827
2024 Q2	$1M	Buy	16,815 +209	+1%	+$12.7K	0.01%	897
2024 Q1	$1M	Buy	16,606 +7,696	+86%	+$446K	0.02%	872
2023 Q4	$517K	Buy	8,910 +3,337	+60%	+$186K	0.01%	925
2023 Q3	$296K	Buy	5,573 +1,236	+28%	+$71.6K	0.01%	1065
2023 Q2	$255K	Buy	4,337 +672	+18%	+$40.5K	0.01%	1113
2023 Q1	$225K	Buy	+3,665	New	+$225K	0.01%	1141
2022 Q3	–	Sell	-3,233	Closed	-$218K	–	1128
2022 Q2	$218K	Sell	3,233 -607	-16%	-$41.9K	0.01%	965
2022 Q1	$269K	Buy	3,840 +372	+11%	+$24.1K	0.01%	863
2021 Q4	$226K	Buy	+3,468	New	+$213K	0.01%	861

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Frankfurt Am Main, Germany $110B 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return