Valley National Advisers’s CMS Energy CMS Stock Holding History

Valley National Advisers’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	$765	Buy	+10	New	+$750	﹤0.01%	911
2024 Q3	–	Sell	-273	Closed	-$16K	–	826
2024 Q2	$16K	Sell	273 -10	-4%	-$605	﹤0.01%	533
2024 Q1	$17K	Buy	283 +50	+21%	+$2.9K	﹤0.01%	547
2023 Q4	$13K	Buy	233 +170	+270%	+$9.49K	﹤0.01%	603
2023 Q3	$3K	Buy	63 +45	+250%	+$2.61K	﹤0.01%	754
2023 Q2	$2K	Hold	18	–	–	﹤0.01%	774
2023 Q1	$1K	Hold	18	–	–	﹤0.01%	801
2022 Q4	$1K	Hold	18	–	–	﹤0.01%	776
2022 Q3	$1K	Buy	+18	New	+$1.21K	﹤0.01%	825
2021 Q2	–	Sell	-13	Closed	-$1K	–	892
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	780
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	728
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	689
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	699
2020 Q1	$1K	Buy	+13	New	+$832	﹤0.01%	679

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valley National Advisers's CMS Position: Q2 2026 in Review

Valley National Advisers opened a new position in CMS Energy (CMS) in Q2 2026: 10 shares worth $765. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in CMS as recently as Q2 2024.

Valley National Advisers first reported a position in CMS in Q1 2020 and has held it in 14 quarters since. The position peaked at $17K in Q1 2024. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Valley National Advisers held 10 shares of CMS Energy worth $765 as of Q2 2026.
CMS Energy was a new Valley National Advisers position in Q2 2026.
CMS Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #911 holding.
Valley National Advisers first reported a position in CMS Energy in Q1 2020 and has held it in 14 quarters since.
Valley National Advisers's CMS Energy position peaked at $17K in Q1 2024.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.