Planning Strategies Inc.’s CMS Energy CMS Stock Holding History

Planning Strategies Inc.’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	$1.84K	Buy	+24	New	+$1.8K	﹤0.01%	612

Other funds holding CMS

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

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

Planning Strategies Inc.'s CMS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in CMS Energy (CMS) in Q2 2026: 24 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings.

263 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Planning Strategies Inc. held 24 shares of CMS Energy worth $1.84K as of Q2 2026.
CMS Energy was a new Planning Strategies Inc. position in Q2 2026.
CMS Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #612 holding.
263 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.