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AmeriFlex Group’s CMS Energy CMS Stock Holding History

AmeriFlex Group’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 		$6.43K Buy
84
+78
+1,300% +$5.85K ﹤0.01% 977
2026
Q1 		$465 Hold
6
– – ﹤0.01% 1022
2025
Q4 		$420 Sell
6
-6
-50% -$436 ﹤0.01% 1061
2025
Q3 		$879 Sell
12
-69
-85% -$4.96K ﹤0.01% 1012
2025
Q2 		$5.6K Hold
81
– – ﹤0.01% 809
2025
Q1 		$6.08K Buy
+81
New +$5.66K ﹤0.01% 960

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 $3.37T AUM 44.26% 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

AmeriFlex Group's CMS Position: Q2 2026 in Review

AmeriFlex Group increased its CMS Energy (CMS) stake by 1,300% in Q2 2026, buying an estimated $5.85K and bringing the position to 84 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

AmeriFlex Group first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • AmeriFlex Group held 84 shares of CMS Energy worth $6.43K as of Q2 2026.
  • AmeriFlex Group bought 78 CMS Energy shares in Q2 2026, an estimated $5.85K.
  • CMS Energy made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #977 holding.
  • AmeriFlex Group first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.