BMSSC
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B. Metzler seel. Sohn & Co’s CMS Energy CMS Stock Holding History

B. Metzler seel. Sohn & Co’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 		$9.96M Buy
130,184
+10,918
+9% +$818K 0.09% 127
2026
Q1 		$9.25M Buy
119,266
+5,012
+4% +$372K 0.09% 131
2025
Q4 		$8M Buy
114,254
+35,294
+45% +$2.57M 0.07% 144
2025
Q3 		$5.78M Buy
78,960
+5,341
+7% +$384K 0.05% 175
2025
Q2 		$5.1M Sell
73,619
-38,243
-34% -$2.72M 0.05% 185
2025
Q1 		$8.4M Buy
111,862
+60,756
+119% +$4.24M 0.09% 120
2024
Q4 		$3.41M Sell
51,106
-58,431
-53% -$4.02M 0.04% 234
2024
Q3 		$7.74M Buy
109,537
+18,360
+20% +$1.2M 0.08% 132
2024
Q2 		$5.43M Buy
91,177
+6,132
+7% +$371K 0.05% 167
2024
Q1 		$5.13M Buy
85,045
+19,803
+30% +$1.15M 0.06% 180
2023
Q4 		$3.79M Buy
65,242
+58,431
+858% +$3.26M 0.05% 221
2023
Q3 		$362K Hold
6,811
– – 0.01% 620
2023
Q2 		$400K Buy
6,811
+1,305
+24% +$78.7K 0.01% 606
2023
Q1 		$338K Hold
5,506
– – 0.01% 605
2022
Q4 		$349K Hold
5,506
– – 0.01% 609
2022
Q3 		$321K Hold
5,506
– – 0.01% 622
2022
Q2 		$372K Hold
5,506
– – 0.01% 608
2022
Q1 		$385K Hold
5,506
– – 0.01% 647
2021
Q4 		$358K Buy
5,506
+1,600
+41% +$98.2K ﹤0.01% 620
2021
Q3 		$233K Sell
3,906
-896
-19% -$55.9K ﹤0.01% 670
2021
Q2 		$284K Sell
4,802
-8,432
-64% -$524K ﹤0.01% 630
2021
Q1 		$810K Hold
13,234
– – 0.01% 459
2020
Q4 		$793K Buy
+13,234
New +$827K 0.01% 443

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

B. Metzler seel. Sohn & Co's CMS Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its CMS Energy (CMS) stake by 9.2% in Q2 2026, buying an estimated $818K and bringing the position to 130,184 shares worth $9.96M. The position accounts for 0.09% of the portfolio, ranked #127.

B. Metzler seel. Sohn & Co first reported a position in CMS in Q4 2020 and has held it in 23 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 130,184 shares of CMS Energy worth $9.96M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 10,918 CMS Energy shares in Q2 2026, an estimated $818K.
  • CMS Energy made up 0.09% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #127 holding.
  • B. Metzler seel. Sohn & Co first reported a position in CMS Energy in Q4 2020 and has held it in 23 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.