BFS
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Bare Financial Services’s CMS Energy CMS Stock Holding History

Bare Financial Services’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 		$10.8K Buy
141
+91
+182% +$6.82K ﹤0.01% 555
2026
Q1 		$3.88K Buy
50
+2
+4% +$148 ﹤0.01% 754
2025
Q4 		$3.36K Buy
48
+3
+7% +$218 ﹤0.01% 687
2025
Q3 		$3.3K Buy
+45
New +$3.23K ﹤0.01% 678

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

Bare Financial Services's CMS Position: Q2 2026 in Review

Bare Financial Services increased its CMS Energy (CMS) stake by 182% in Q2 2026, buying an estimated $6.82K and bringing the position to 141 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Bare Financial Services first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bare Financial Services held 141 shares of CMS Energy worth $10.8K as of Q2 2026.
  • Bare Financial Services bought 91 CMS Energy shares in Q2 2026, an estimated $6.82K.
  • CMS Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #555 holding.
  • Bare Financial Services first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.