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Howe & Rusling Inc

SEC CIK
0000769963
Latest filing
Aug 10, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Howe & Rusling Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q2 2026)
116,029
Value
$8.88M
% of portfolio
0.5%
Quarters held
20
Since Q3 2021
Holdings of CMS by Howe & Rusling Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026116,029$8.88M0.5%+1,430+1.2%AddedHolders
Q1 2026114,599$8.89M0.6%+541+0.5%AddedHolders
Q4 2025114,058$7.98M0.5%+315+0.3%AddedHolders
Q3 2025113,743$8.33M0.6%−785−0.7%ReducedHolders
Q2 2025114,528$7.93M0.6%−10,056−8.1%ReducedHolders
Q1 2025124,584$9.36M0.8%−1,444−1.1%ReducedHolders
Q4 2024126,028$8.40M0.7%−2,495−1.9%ReducedHolders
Q3 2024128,523$9.08M0.8%+281+0.2%AddedHolders
Q2 2024128,242$7.63M0.7%−400−0.3%ReducedHolders
Q1 2024128,642$7.76M0.7%+36,161+39.1%AddedHolders
Q4 202392,481$5.37M0.6%−20,842−18.4%ReducedHolders
Q3 2023113,323$6.02M0.7%−2,242−1.9%ReducedHolders
Q2 2023115,565$6.79M0.8%+231+0.2%AddedHolders
Q1 2023115,334$7.08M0.8%+11,047+10.6%AddedHolders
Q4 2022104,287$6.60M0.8%−11,369−9.8%ReducedHolders
Q3 2022115,656$6.74M0.9%+604+0.5%AddedHolders
Q2 2022115,052$7.77M1.0%+3,122+2.8%AddedHolders
Q1 2022111,930$7.83M0.9%+13,011+13.2%AddedHolders
Q4 202198,919$6.43M0.8%−12,340−11.1%ReducedHolders
Q3 2021111,259$6.65M0.8%+111,259NewHolders