WestEnd Advisors’s CMS Energy CMS Stock Holding History

WestEnd Advisors’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	$1.01K	Hold	13	–	–	﹤0.01%	235
2025 Q4	$909	Hold	13	–	–	﹤0.01%	245
2025 Q3	$952	Buy	+13	New	+$934	﹤0.01%	237
2024 Q4	–	Sell	-4	Closed	-$283	–	357
2024 Q3	$283	Hold	4	–	–	﹤0.01%	249
2024 Q2	$238	Sell	4 -1	-20%	-$61	﹤0.01%	244
2024 Q1	$302	Buy	5 +1	+25%	+$58	﹤0.01%	205
2023 Q4	$232	Sell	4 -4	-50%	-$223	﹤0.01%	223
2023 Q3	$425	Buy	+8	New	+$463	﹤0.01%	169
2023 Q2	–	Hold	0	–	-$430	–	90
2023 Q1	–	Sell	-6	Closed	-$369	–	163
2022 Q4	$380	Buy	6 +1	+20%	+$59	﹤0.01%	170
2022 Q3	$0	Buy	5 +2	+67%	+$135	﹤0.01%	171
2022 Q2	$202	Buy	+3	New	+$207	﹤0.01%	218

Other funds holding CMS

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

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

Geode Capital Management

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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