SEC 13F Intelligence

Monument Capital Management / CMS

Monument Capital Management’s Cms Energy Corp Position

Does Monument Capital Management own Cms Energy Corp (CMS)? Not currently — the last reported position was 33.4K shares worth $2M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2020
Shares
33.4K
% of Portfolio
+1.41%
Quarters Held
6
position exited

Position History CMS

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202033.4K$2M+1.41%
Q4 201935.0K$2M+1.12%
Q3 201934.5K$2M+1.20%
Q2 201934.6K$2M+1.07%
Q1 201935.6K$2M+1.13%
Q4 201835.9K$2M+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monument Capital Management’s full portfolio or all institutional holders of CMS.