TS Financial Group (TSFG)’s CMS Energy CMS Stock Holding History

TS Financial Group (TSFG)’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	$15K	Hold	200	–	–	﹤0.01%	545
2026 Q1	$16K	Hold	200	–	–	﹤0.01%	503
2025 Q4	$14K	Hold	200	–	–	﹤0.01%	519
2025 Q3	$15K	Hold	200	–	–	﹤0.01%	518
2025 Q2	$14K	Hold	200	–	–	﹤0.01%	508
2025 Q1	$15K	Hold	200	–	–	﹤0.01%	485
2024 Q4	$13K	Hold	200	–	–	﹤0.01%	455
2024 Q3	$14K	Hold	200	–	–	﹤0.01%	445
2024 Q2	$12K	Hold	200	–	–	﹤0.01%	455
2024 Q1	$12K	Hold	200	–	–	﹤0.01%	450
2023 Q4	$12K	Sell	200 -16	-7%	-$894	﹤0.01%	481
2023 Q3	$11K	Hold	216	–	–	﹤0.01%	501
2023 Q2	$13K	Hold	216	–	–	﹤0.01%	484
2023 Q1	$13K	Hold	216	–	–	﹤0.01%	478
2022 Q4	$14K	Hold	216	–	–	0.01%	461
2022 Q3	$13K	Sell	216 -13	-6%	-$874	0.01%	464
2022 Q2	$15K	Buy	229 +14	+7%	+$967	0.01%	452
2022 Q1	$15K	Hold	215	–	–	0.01%	471
2021 Q4	$14K	Buy	215 +200	+1,333%	+$12.3K	﹤0.01%	495
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	793
2021 Q2	$1K	Buy	+15	New	+$933	﹤0.01%	796

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TS Financial Group (TSFG)'s CMS Position: Q2 2026 in Review

TS Financial Group (TSFG) held its CMS Energy (CMS) position steady in Q2 2026 at 200 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

TS Financial Group (TSFG) first reported a position in CMS in Q2 2021 and has held it in 21 quarters since. The position peaked at $16K in Q1 2026. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

TS Financial Group (TSFG) held 200 shares of CMS Energy worth $15K as of Q2 2026.
TS Financial Group (TSFG) left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #545 holding.
TS Financial Group (TSFG) first reported a position in CMS Energy in Q2 2021 and has held it in 21 quarters since.
TS Financial Group (TSFG)'s CMS Energy position peaked at $16K in Q1 2026.
297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.