RAFFA WEALTH MANAGEMENT, LLC’s CMS Energy CMS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.61K	Sell	21 -2	-9%	-$150	﹤0.01%	893
2026 Q1	$1.78K	Buy	23 +4	+21%	+$297	﹤0.01%	793
2025 Q4	$1.33K	Sell	19 -15	-44%	-$1.09K	﹤0.01%	860
2025 Q3	$2.49K	Hold	34	–	–	﹤0.01%	651
2025 Q2	$2.36K	Sell	34 -27	-44%	-$1.92K	﹤0.01%	651
2025 Q1	$4.58K	Hold	61	–	–	﹤0.01%	442
2024 Q4	$4.07K	Buy	61 +27	+79%	+$1.86K	﹤0.01%	486
2024 Q3	$2.4K	Hold	34	–	–	﹤0.01%	590
2024 Q2	$2.02K	Hold	34	–	–	﹤0.01%	719
2024 Q1	$2.05K	Hold	34	–	–	﹤0.01%	708
2023 Q4	$1.97K	Hold	34	–	–	﹤0.01%	625
2023 Q3	$1.81K	Hold	34	–	–	﹤0.01%	615
2023 Q2	$2K	Hold	34	–	–	﹤0.01%	608
2023 Q1	$2.09K	Hold	34	–	–	﹤0.01%	592
2022 Q4	$2.15K	Hold	34	–	–	﹤0.01%	571
2022 Q3	$1.98K	Hold	34	–	–	﹤0.01%	608
2022 Q2	$2.29K	Hold	34	–	–	﹤0.01%	571
2022 Q1	$2.38K	Hold	34	–	–	﹤0.01%	598
2021 Q4	$2.21K	Hold	34	–	–	﹤0.01%	630
2021 Q3	$2.03K	Hold	34	–	–	﹤0.01%	610
2021 Q2	$2.01K	Hold	34	–	–	﹤0.01%	623
2021 Q1	$2.08K	Hold	34	–	–	﹤0.01%	626
2020 Q4	$2.07K	Hold	34	–	–	﹤0.01%	548
2020 Q3	$2.09K	Hold	34	–	–	﹤0.01%	483
2020 Q2	$1.99K	Hold	34	–	–	﹤0.01%	475
2020 Q1	$2K	Buy	34 +15	+79%	+$960	﹤0.01%	429
2019 Q4	$1.19K	Hold	19	–	–	﹤0.01%	550
2019 Q3	$1.22K	Buy	+19	New	+$1.15K	﹤0.01%	523
2019 Q2	–	Sell	-19	Closed	-$1.05K	–	865
2019 Q1	$1.05K	Hold	19	–	–	﹤0.01%	547
2018 Q4	$943	Hold	19	–	–	﹤0.01%	562
2018 Q3	$931	Hold	19	–	–	﹤0.01%	649
2018 Q2	$898	Hold	19	–	–	﹤0.01%	649
2018 Q1	$861	Buy	+19	New	+$834	﹤0.01%	655

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CMS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its CMS Energy (CMS) stake by 8.7% in Q2 2026, selling an estimated $150 and leaving 21 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CMS in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.58K in Q1 2025. 236 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 21 shares of CMS Energy worth $1.61K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 2 CMS Energy shares in Q2 2026, an estimated $150.
CMS Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #893 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in CMS Energy in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's CMS Energy position peaked at $4.58K in Q1 2025.
236 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.