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Turning Point Benefit Group’s CMS Energy CMS Stock Holding History

Turning Point Benefit Group’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 		– Sell
-58
Closed -$4.05K – 234
2025
Q4 		$4.05K Buy
58
+55
+1,833% +$4K ﹤0.01% 332
2025
Q3 		$217 Buy
+3
New +$215 ﹤0.01% 641

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turning Point Benefit Group's CMS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 58 shares — an estimated $4.05K sold.

Turning Point Benefit Group first reported a position in CMS in Q3 2025 and held it in 2 quarters. The position peaked at $4.05K in Q4 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Turning Point Benefit Group reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 58 CMS Energy shares in Q1 2026, an estimated $4.05K.
  • Turning Point Benefit Group first reported a position in CMS Energy in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's CMS Energy position peaked at $4.05K in Q4 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.