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Aspect Partners’s CMS Energy CMS Stock Holding History

Aspect Partners’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 		$9.64K Hold
126
– – ﹤0.01% 285
2026
Q1 		$9.78K Hold
126
– – ﹤0.01% 267
2025
Q4 		$8.81K Hold
126
– – ﹤0.01% 295
2025
Q3 		$9.23K Hold
126
– – ﹤0.01% 314
2025
Q2 		$8.73K Hold
126
– – ﹤0.01% 305
2025
Q1 		$9.46K Hold
126
– – 0.01% 268
2024
Q4 		$8.4K Hold
126
– – ﹤0.01% 307
2024
Q3 		$8.9K Hold
126
– – 0.01% 285
2024
Q2 		$7.5K Hold
126
– – ﹤0.01% 299
2024
Q1 		$7.6K Buy
126
+5
+4% +$290 0.01% 300
2023
Q4 		$7.03K Buy
+121
New +$6.76K ﹤0.01% 295

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

Aspect Partners's CMS Position: Q2 2026 in Review

Aspect Partners held its CMS Energy (CMS) position steady in Q2 2026 at 126 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Aspect Partners first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.78K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Aspect Partners held 126 shares of CMS Energy worth $9.64K as of Q2 2026.
  • Aspect Partners left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #285 holding.
  • Aspect Partners first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's CMS Energy position peaked at $9.78K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.