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Ascent Group’s CMS Energy CMS Stock Holding History

Ascent 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 		$1.37M Buy
17,891
+1,093
+7% +$81.9K 0.04% 329
2026
Q1 		$1.3M Sell
16,798
-5,293
-24% -$393K 0.05% 315
2025
Q4 		$1.54M Sell
22,091
-2,503
-10% -$182K 0.05% 291
2025
Q3 		$1.8M Buy
24,594
+21,622
+728% +$1.55M 0.06% 261
2025
Q2 		$206K Buy
+2,972
New +$212K 0.01% 681

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

Ascent Group's CMS Position: Q2 2026 in Review

Ascent Group increased its CMS Energy (CMS) stake by 6.5% in Q2 2026, buying an estimated $81.9K and bringing the position to 17,891 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #329.

Ascent Group first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.8M in Q3 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Ascent Group held 17,891 shares of CMS Energy worth $1.37M as of Q2 2026.
  • Ascent Group bought 1,093 CMS Energy shares in Q2 2026, an estimated $81.9K.
  • CMS Energy made up 0.04% of Ascent Group's portfolio in Q2 2026, its #329 holding.
  • Ascent Group first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • Ascent Group's CMS Energy position peaked at $1.8M in Q3 2025.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.