Baker Avenue Asset Management’s CMS Energy CMS Stock Holding History

Baker Avenue Asset 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	$315K	Buy	+4,123	New	+$309K	0.01%	667
2023 Q4	–	Sell	-191	Closed	-$10.1K	–	583
2023 Q3	$10.1K	Sell	191 -31	-14%	-$1.8K	﹤0.01%	766
2023 Q2	$13K	Buy	222 +16	+8%	+$965	﹤0.01%	705
2023 Q1	$12.6K	Sell	206 -107	-34%	-$6.58K	﹤0.01%	727
2022 Q4	$19.8K	Buy	+313	New	+$18.5K	﹤0.01%	612

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

Baker Avenue Asset Management's CMS Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in CMS Energy (CMS) in Q2 2026: 4,123 shares worth $315K. The stake represents 0.01% of the portfolio and ranks #667 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in CMS as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in CMS in Q4 2022 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Baker Avenue Asset Management held 4,123 shares of CMS Energy worth $315K as of Q2 2026.
CMS Energy was a new Baker Avenue Asset Management position in Q2 2026.
CMS Energy made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #667 holding.
Baker Avenue Asset Management first reported a position in CMS Energy in Q4 2022 and has held it in 5 quarters since.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.