Artemis Investment Management’s CMS Energy CMS Stock Holding History

Artemis Investment 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	$14.1M	Sell	184,594 -98,159	-35%	-$7.36M	0.13%	144
2026 Q1	$21.9M	Buy	282,753 +110,252	+64%	+$8.18M	0.23%	108
2025 Q4	$12.1M	Sell	172,501 -76,069	-31%	-$5.53M	0.15%	129
2025 Q3	$18.2M	Sell	248,570 -42,646	-15%	-$3.06M	0.23%	114
2025 Q2	$20.2M	Buy	291,216 +35,760	+14%	+$2.55M	0.26%	116
2025 Q1	$19.2M	Buy	255,456 +30,322	+13%	+$2.12M	0.29%	99
2024 Q4	$15M	Sell	225,134 -158,533	-41%	-$10.9M	0.21%	120
2024 Q3	$27.1M	Buy	+383,667	New	+$25.2M	0.41%	80
2016 Q2	–	Sell	-20,229	Closed	-$858K	–	241
2016 Q1	$858K	Sell	20,229 -8,391	-29%	-$329K	0.02%	212
2015 Q4	$1.03M	Sell	28,620 -2,793	-9%	-$99.6K	0.03%	183
2015 Q3	$1.11M	Buy	+31,413	New	+$1.06M	0.03%	189
2015 Q1	–	Sell	-19,669	Closed	-$684K	–	256
2014 Q4	$684K	Buy	+19,669	New	+$643K	0.03%	200

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artemis Investment Management's CMS Position: Q2 2026 in Review

Artemis Investment Management reduced its CMS Energy (CMS) stake by 35% in Q2 2026, selling an estimated $7.36M and leaving 184,594 shares worth $14.1M. The position accounts for 0.13% of the portfolio, ranked #144.

Artemis Investment Management first reported a position in CMS in Q4 2014 and has held it in 12 quarters since. The position peaked at $27.1M in Q3 2024. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Artemis Investment Management held 184,594 shares of CMS Energy worth $14.1M as of Q2 2026.
Artemis Investment Management sold 98,159 CMS Energy shares in Q2 2026, an estimated $7.36M.
CMS Energy made up 0.13% of Artemis Investment Management's portfolio in Q2 2026, its #144 holding.
Artemis Investment Management first reported a position in CMS Energy in Q4 2014 and has held it in 12 quarters since.
Artemis Investment Management's CMS Energy position peaked at $27.1M in Q3 2024.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.