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Bahl & Gaynor’s CMS Energy CMS Stock Holding History

Bahl & Gaynor’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 		$81.7M Buy
1,068,322
+23,433
+2% +$1.76M 0.38% 76
2026
Q1 		$81.1M Buy
1,044,889
+140,574
+16% +$10.4M 0.41% 70
2025
Q4 		$63.2M Buy
904,315
+184,258
+26% +$13.4M 0.32% 76
2025
Q3 		$52.8M Sell
720,057
-4,759
-0.7% -$342K 0.26% 91
2025
Q2 		$50.2M Buy
724,816
+62,880
+9% +$4.48M 0.25% 90
2025
Q1 		$49.7M Buy
661,936
+72,202
+12% +$5.04M 0.25% 86
2024
Q4 		$39.3M Buy
589,734
+35,212
+6% +$2.42M 0.21% 87
2024
Q3 		$39.2M Buy
554,522
+51,291
+10% +$3.37M 0.2% 85
2024
Q2 		$30M Buy
503,231
+41,822
+9% +$2.53M 0.17% 90
2024
Q1 		$27.8M Buy
461,409
+138,256
+43% +$8.01M 0.16% 93
2023
Q4 		$18.8M Sell
323,153
-19,735
-6% -$1.1M 0.11% 108
2023
Q3 		$18.2M Sell
342,888
-513
-0.1% -$29.7K 0.12% 102
2023
Q2 		$20.2M Buy
343,401
+30,983
+10% +$1.87M 0.12% 95
2023
Q1 		$19.2M Buy
312,418
+264,058
+546% +$16.2M 0.1% 97
2022
Q4 		$3.06M Sell
48,360
-2,643
-5% -$156K 0.02% 180
2022
Q3 		$2.97M Buy
51,003
+24,045
+89% +$1.62M 0.02% 180
2022
Q2 		$1.82M Sell
26,958
-96
-0.4% -$6.63K 0.01% 224
2022
Q1 		$1.89M Buy
27,054
+4,164
+18% +$270K 0.01% 222
2021
Q4 		$1.49M Buy
22,890
+8,827
+63% +$542K 0.01% 242
2021
Q3 		$840K Buy
14,063
+342
+2% +$21.3K 0.01% 267
2021
Q2 		$811K Buy
13,721
+977
+8% +$60.8K ﹤0.01% 273
2021
Q1 		$780K Buy
+12,744
New +$732K ﹤0.01% 271

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

Bahl & Gaynor's CMS Position: Q2 2026 in Review

Bahl & Gaynor increased its CMS Energy (CMS) stake by 2.2% in Q2 2026, buying an estimated $1.76M and bringing the position to 1,068,322 shares worth $81.7M. The position accounts for 0.38% of the portfolio, ranked #76.

Bahl & Gaynor first reported a position in CMS in Q1 2021 and has held it in 22 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bahl & Gaynor held 1,068,322 shares of CMS Energy worth $81.7M as of Q2 2026.
  • Bahl & Gaynor bought 23,433 CMS Energy shares in Q2 2026, an estimated $1.76M.
  • CMS Energy made up 0.38% of Bahl & Gaynor's portfolio in Q2 2026, its #76 holding.
  • Bahl & Gaynor first reported a position in CMS Energy in Q1 2021 and has held it in 22 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bahl & Gaynor's 13F filing for Q2 2026, filed 13 Aug 2026.