Baird Financial Group
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Baird Financial Group’s CMS Energy CMS Stock Holding History

Baird Financial 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
Q1 		$1.9M Buy
24,471
+26
+0.1% +$1.93K ﹤0.01% 1065
2025
Q4 		$1.71M Buy
24,445
+192
+0.8% +$14K ﹤0.01% 1091
2025
Q3 		$1.78M Buy
24,253
+1,880
+8% +$135K ﹤0.01% 1092
2025
Q2 		$1.55M Sell
22,373
-6,530
-23% -$465K ﹤0.01% 1081
2025
Q1 		$2.17M Buy
28,903
+278
+1% +$19.4K ﹤0.01% 943
2024
Q4 		$1.91M Buy
28,625
+124
+0.4% +$8.53K ﹤0.01% 989
2024
Q3 		$2.01M Sell
28,501
-2,937
-9% -$193K ﹤0.01% 962
2024
Q2 		$1.87M Buy
31,438
+707
+2% +$42.8K ﹤0.01% 980
2024
Q1 		$1.85M Buy
30,731
+3,115
+11% +$181K ﹤0.01% 974
2023
Q4 		$1.6M Buy
27,616
+1,420
+5% +$79.3K ﹤0.01% 995
2023
Q3 		$1.39M Buy
26,196
+935
+4% +$54.2K ﹤0.01% 1020
2023
Q2 		$1.48M Sell
25,261
-5,987
-19% -$361K ﹤0.01% 996
2023
Q1 		$1.92M Buy
31,248
+1,241
+4% +$76.3K ﹤0.01% 894
2022
Q4 		$1.9M Sell
30,007
-33
-0.1% -$1.95K 0.01% 890
2022
Q3 		$1.75M Sell
30,040
-305
-1% -$20.5K 0.01% 880
2022
Q2 		$2.05M Sell
30,345
-242
-0.8% -$16.7K 0.01% 840
2022
Q1 		$2.14M Sell
30,587
-1,735
-5% -$113K 0.01% 880
2021
Q4 		$2.1M Sell
32,322
-2,250
-7% -$138K ﹤0.01% 919
2021
Q3 		$2.06M Buy
34,572
+2,545
+8% +$159K 0.01% 935
2021
Q2 		$1.89M Sell
32,027
-2,287
-7% -$142K ﹤0.01% 954
2021
Q1 		$2.1M Buy
34,314
+165
+0.5% +$9.48K 0.01% 873
2020
Q4 		$2.08M Sell
34,149
-2,282
-6% -$143K 0.01% 792
2020
Q3 		$2.24M Sell
36,431
-2,796
-7% -$171K 0.01% 713
2020
Q2 		$2.29M Buy
39,227
+1,124
+3% +$65.1K 0.01% 688
2020
Q1 		$2.24M Buy
38,103
+103
+0.3% +$6.59K 0.01% 652
2019
Q4 		$2.39M Sell
38,000
-1,569
-4% -$97.8K 0.01% 719
2019
Q3 		$2.53M Buy
39,569
+4,197
+12% +$255K 0.01% 704
2019
Q2 		$2.05M Buy
35,372
+24,859
+236% +$1.4M 0.01% 774
2019
Q1 		$584K Buy
10,513
+115
+1% +$6.06K ﹤0.01% 984
2018
Q4 		$516K Sell
10,398
-539
-5% -$27.2K ﹤0.01% 979
2018
Q3 		$535K Buy
10,937
+296
+3% +$14.4K ﹤0.01% 1027
2018
Q2 		$503K Buy
+10,641
New +$481K ﹤0.01% 1011
2017
Q1 		– Sell
-63,548
Closed -$2.65M – 1214
2016
Q4 		$2.65M Sell
63,548
-36,437
-36% -$1.49M 0.02% 509
2016
Q3 		$4.2M Sell
99,985
-580
-0.6% -$25.3K 0.04% 406
2016
Q2 		$4.61M Sell
100,565
-5,273
-5% -$222K 0.04% 374
2016
Q1 		$4.49M Buy
105,838
+1,864
+2% +$73K 0.04% 372
2015
Q4 		$3.75M Buy
103,974
+11,441
+12% +$408K 0.04% 401
2015
Q3 		$3.27M Buy
92,533
+83,895
+971% +$2.83M 0.03% 413
2015
Q2 		$275K Buy
+8,638
New +$290K ﹤0.01% 1139

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird Financial Group's CMS Position: Q1 2026 in Review

Baird Financial Group increased its CMS Energy (CMS) stake by 0.11% in Q1 2026, buying an estimated $1.93K and bringing the position to 24,471 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Baird Financial Group first reported a position in CMS in Q2 2015 and has held it in 39 quarters since. The position peaked at $4.61M in Q2 2016. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Baird Financial Group held 24,471 shares of CMS Energy worth $1.9M as of Q1 2026.
  • Baird Financial Group bought 26 CMS Energy shares in Q1 2026, an estimated $1.93K.
  • CMS Energy made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1065 holding.
  • Baird Financial Group first reported a position in CMS Energy in Q2 2015 and has held it in 39 quarters since.
  • Baird Financial Group's CMS Energy position peaked at $4.61M in Q2 2016.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.