BC
CMS icon

Bayforest Capital’s CMS Energy CMS Stock Holding History

Bayforest Capital’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 		$49.3K Buy
+644
New +$48.3K 0.05% 622
2025
Q1 		– Sell
-353
Closed -$23.5K – 753
2024
Q4 		$23.5K Buy
+353
New +$24.3K 0.03% 560

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

Bayforest Capital's CMS Position: Q2 2026 in Review

Bayforest Capital opened a new position in CMS Energy (CMS) in Q2 2026: 644 shares worth $49.3K. The stake represents 0.05% of the portfolio and ranks #622 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in CMS as recently as Q4 2024.

Bayforest Capital first reported a position in CMS in Q4 2024 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bayforest Capital held 644 shares of CMS Energy worth $49.3K as of Q2 2026.
  • CMS Energy was a new Bayforest Capital position in Q2 2026.
  • CMS Energy made up 0.05% of Bayforest Capital's portfolio in Q2 2026, its #622 holding.
  • Bayforest Capital first reported a position in CMS Energy in Q4 2024 and has held it in 2 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.