Azimuth Capital Investment Management’s CMS Energy CMS Stock Holding History

Azimuth Capital 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	$459K	Hold	6,000	–	–	0.02%	254
2026 Q1	$465K	Sell	6,000 -1,000	-14%	-$74.2K	0.02%	244
2025 Q4	$490K	Sell	7,000 -2,622	-27%	-$191K	0.02%	245
2025 Q3	$705K	Hold	9,622	–	–	0.03%	218
2025 Q2	$667K	Sell	9,622 -500	-5%	-$35.6K	0.02%	225
2025 Q1	$760K	Sell	10,122 -1,530	-13%	-$107K	0.03%	219
2024 Q4	$777K	Hold	11,652	–	–	0.03%	222
2024 Q3	$823K	Hold	11,652	–	–	0.03%	216
2024 Q2	$694K	Buy	11,652 +8,030	+222%	+$486K	0.03%	227
2024 Q1	$219K	Hold	3,622	–	–	0.01%	294
2023 Q4	$210K	Buy	+3,622	New	+$202K	0.01%	295
2023 Q3	–	Sell	-3,622	Closed	-$213K	–	295
2023 Q2	$213K	Hold	3,622	–	–	0.01%	295
2023 Q1	$222K	Hold	3,622	–	–	0.01%	291
2022 Q4	$229K	Hold	3,622	–	–	0.01%	296
2022 Q3	$211K	Hold	3,622	–	–	0.01%	292
2022 Q2	$244K	Buy	+3,622	New	+$250K	0.01%	291

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

Azimuth Capital Investment Management's CMS Position: Q2 2026 in Review

Azimuth Capital Investment Management held its CMS Energy (CMS) position steady in Q2 2026 at 6,000 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #254.

Azimuth Capital Investment Management first reported a position in CMS in Q2 2022 and has held it in 16 quarters since. The position peaked at $823K in Q3 2024. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Azimuth Capital Investment Management held 6,000 shares of CMS Energy worth $459K as of Q2 2026.
Azimuth Capital Investment Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.02% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #254 holding.
Azimuth Capital Investment Management first reported a position in CMS Energy in Q2 2022 and has held it in 16 quarters since.
Azimuth Capital Investment Management's CMS Energy position peaked at $823K in Q3 2024.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.