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AGF Management’s CMS Energy CMS Stock Holding History

AGF Management’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 		$3.73M Sell
48,739
-7,242
-13% -$543K 0.01% 296
2026
Q1 		$4.34M Buy
55,981
+7,900
+16% +$586K 0.02% 284
2025
Q4 		$3.36M Sell
48,081
-5,412
-10% -$394K 0.01% 310
2025
Q3 		$3.92M Sell
53,493
-70
-0.1% -$5.03K 0.02% 307
2025
Q2 		$3.71M Buy
53,563
+6,164
+13% +$439K 0.02% 290
2025
Q1 		$3.56M Sell
47,399
-3
-0% -$210 0.02% 291
2024
Q4 		$3.16M Buy
47,402
+1,182
+3% +$81.3K 0.02% 311
2024
Q3 		$3.26M Buy
46,220
+8,110
+21% +$532K 0.02% 359
2024
Q2 		$2.27M Buy
+38,110
New +$2.31M 0.01% 438

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AGF Management's CMS Position: Q2 2026 in Review

AGF Management reduced its CMS Energy (CMS) stake by 13% in Q2 2026, selling an estimated $543K and leaving 48,739 shares worth $3.73M. The position accounts for 0.01% of the portfolio, ranked #296.

AGF Management first reported a position in CMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.34M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • AGF Management held 48,739 shares of CMS Energy worth $3.73M as of Q2 2026.
  • AGF Management sold 7,242 CMS Energy shares in Q2 2026, an estimated $543K.
  • CMS Energy made up 0.01% of AGF Management's portfolio in Q2 2026, its #296 holding.
  • AGF Management first reported a position in CMS Energy in Q2 2024 and has held it in 9 quarters since.
  • AGF Management's CMS Energy position peaked at $4.34M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.