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Tounjian Advisory Partners’s CMS Energy CMS Stock Holding History

Tounjian Advisory Partners’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 		$7.71K Sell
101
-15,525
-99% -$1.16M ﹤0.01% 405
2026
Q1 		$1.21M Buy
15,626
+280
+2% +$20.8K 0.44% 90
2025
Q4 		$1.07M Sell
15,346
-176
-1% -$12.8K 0.36% 94
2025
Q3 		$1.14M Sell
15,522
-4,946
-24% -$355K 0.38% 89
2025
Q2 		$1.54M Sell
20,468
-266
-1% -$19K 0.3% 85
2025
Q1 		$1.56M Buy
+20,734
New +$1.45M 0.29% 86

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tounjian Advisory Partners's CMS Position: Q2 2026 in Review

Tounjian Advisory Partners reduced its CMS Energy (CMS) stake by 99% in Q2 2026, selling an estimated $1.16M and leaving 101 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Tounjian Advisory Partners first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.56M in Q1 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Tounjian Advisory Partners held 101 shares of CMS Energy worth $7.71K as of Q2 2026.
  • Tounjian Advisory Partners sold 15,525 CMS Energy shares in Q2 2026, an estimated $1.16M.
  • CMS Energy made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #405 holding.
  • Tounjian Advisory Partners first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • Tounjian Advisory Partners's CMS Energy position peaked at $1.56M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.