USA Financial Formulas’s CMS Energy CMS Stock Holding History

USA Financial Formulas’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
2025 Q3	–	Sell	-13,218	Closed	-$916K	–	268
2025 Q2	$916K	Buy	+13,218	New	+$942K	0.16%	58
2023 Q3	–	Sell	-7	Closed	-$411	–	504
2023 Q2	$411	Hold	7	–	–	﹤0.01%	449
2023 Q1	$430	Buy	+7	New	+$430	﹤0.01%	379
2022 Q3	$987K	Buy	16,939 +16,909	+56,363%	+$1.14M	1.56%	41
2022 Q2	$2K	Buy	30 +23	+329%	+$1.59K	﹤0.01%	195
2022 Q1	$0	Hold	7	–	–	﹤0.01%	371
2021 Q4	$0	Hold	7	–	–	﹤0.01%	391
2021 Q3	$0	Hold	7	–	–	﹤0.01%	417
2021 Q2	$0	Hold	7	–	–	﹤0.01%	383
2021 Q1	$0	Sell	7 -13	-65%	-$747	﹤0.01%	348
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	260
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	247
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	154
2020 Q1	$1K	Buy	20 +10	+100%	+$640	﹤0.01%	181
2019 Q4	$1K	Sell	10 -44,391	-100%	-$2.77M	﹤0.01%	212
2019 Q3	$2.84M	Buy	44,401 +9,864	+29%	+$599K	1.1%	47
2019 Q2	$1.92M	Buy	34,537 +8,653	+33%	+$486K	0.96%	31
2019 Q1	$1.44M	Buy	+25,884	New	+$1.36M	0.91%	33

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return