Aventail Capital Group’s CMS Energy CMS Stock Holding History

Aventail Capital 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	$5.11M	Sell	66,779 -65,953	-50%	-$4.94M	0.29%	103
2026 Q1	$10.3M	Sell	132,732 -96,103	-42%	-$7.13M	0.49%	64
2025 Q4	$16M	Buy	228,835 +128,809	+129%	+$9.37M	0.92%	28
2025 Q3	$7.33M	Sell	100,026 -101,631	-50%	-$7.3M	0.34%	71
2025 Q2	$14M	Sell	201,657 -2,645	-1%	-$188K	0.62%	51
2025 Q1	$15.3M	Buy	+204,302	New	+$14.3M	0.76%	40
2021 Q1	–	Sell	-155,000	Closed	-$9.46M	–	58
2020 Q4	$9.46M	Buy	+155,000	New	+$9.69M	4.92%	8

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

Aventail Capital Group's CMS Position: Q2 2026 in Review

Aventail Capital Group reduced its CMS Energy (CMS) stake by 50% in Q2 2026, selling an estimated $4.94M and leaving 66,779 shares worth $5.11M. The position accounts for 0.29% of the portfolio, ranked #103.

Aventail Capital Group first reported a position in CMS in Q4 2020 and has held it in 7 quarters since. The position peaked at $16M in Q4 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Aventail Capital Group held 66,779 shares of CMS Energy worth $5.11M as of Q2 2026.
Aventail Capital Group sold 65,953 CMS Energy shares in Q2 2026, an estimated $4.94M.
CMS Energy made up 0.29% of Aventail Capital Group's portfolio in Q2 2026, its #103 holding.
Aventail Capital Group first reported a position in CMS Energy in Q4 2020 and has held it in 7 quarters since.
Aventail Capital Group's CMS Energy position peaked at $16M in Q4 2025.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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