AXQ Capital’s CMS Energy CMS Stock Holding History

AXQ Capital’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	$795K	Sell	10,396 -663	-6%	-$49.7K	0.09%	343
2026 Q1	$858K	Buy	+11,059	New	+$821K	0.11%	279
2024 Q4	–	Sell	-22,107	Closed	-$1.56M	–	469
2024 Q3	$1.56M	Sell	22,107 -4,033	-15%	-$265K	0.47%	41
2024 Q2	$1.56M	Buy	+26,140	New	+$1.58M	0.36%	88
2023 Q4	–	Sell	-33,000	Closed	-$1.75M	–	665
2023 Q3	$1.75M	Buy	+33,000	New	+$1.91M	0.62%	22

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

AXQ Capital's CMS Position: Q2 2026 in Review

AXQ Capital reduced its CMS Energy (CMS) stake by 6% in Q2 2026, selling an estimated $49.7K and leaving 10,396 shares worth $795K. The position accounts for 0.09% of the portfolio, ranked #343.

AXQ Capital first reported a position in CMS in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.75M in Q3 2023. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

AXQ Capital held 10,396 shares of CMS Energy worth $795K as of Q2 2026.
AXQ Capital sold 663 CMS Energy shares in Q2 2026, an estimated $49.7K.
CMS Energy made up 0.09% of AXQ Capital's portfolio in Q2 2026, its #343 holding.
AXQ Capital first reported a position in CMS Energy in Q3 2023 and has held it in 5 quarters since.
AXQ Capital's CMS Energy position peaked at $1.75M in Q3 2023.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.