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 Q2	$1.15K	Buy	15 +2	+15%	+$150	﹤0.01%	263
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 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 $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

WestEnd Advisors's CMS Position: Q2 2026 in Review

WestEnd Advisors increased its CMS Energy (CMS) stake by 15% in Q2 2026, buying an estimated $150 and bringing the position to 15 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

WestEnd Advisors first reported a position in CMS in Q2 2022 and has held it in 12 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

WestEnd Advisors held 15 shares of CMS Energy worth $1.15K as of Q2 2026.
WestEnd Advisors bought 2 CMS Energy shares in Q2 2026, an estimated $150.
CMS Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #263 holding.
WestEnd Advisors first reported a position in CMS Energy in Q2 2022 and has held it in 12 quarters since.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.