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Benjamin Edwards Inc’s CMS Energy CMS Stock Holding History

Benjamin Edwards Inc’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 		$4.78M Buy
62,490
+10
+0% +$750 0.04% 356
2026
Q1 		$4.85M Buy
62,480
+1,212
+2% +$90K 0.05% 341
2025
Q4 		$4.28M Sell
61,268
-593
-1% -$43.1K 0.05% 341
2025
Q3 		$4.53M Buy
61,861
+48,954
+379% +$3.52M 0.05% 322
2025
Q2 		$894K Sell
12,907
-358
-3% -$25.5K 0.01% 667
2025
Q1 		$996K Sell
13,265
-49,688
-79% -$3.47M 0.01% 582
2024
Q4 		$4.2M Sell
62,953
-547
-0.9% -$37.6K 0.06% 292
2024
Q3 		$4.48M Buy
63,500
+13,130
+26% +$862K 0.07% 281
2024
Q2 		$3M Sell
50,370
-1,327
-3% -$80.3K 0.58% 41
2024
Q1 		$3.12M Sell
51,697
-7,641
-13% -$443K 0.62% 40
2023
Q4 		$3.45M Sell
59,338
-718
-1% -$40.1K 0.75% 32
2023
Q3 		$3.19M Sell
60,056
-1,269
-2% -$73.5K 0.76% 36
2023
Q2 		$3.6M Buy
61,325
+1,611
+3% +$97.2K 0.84% 31
2023
Q1 		$3.67M Buy
59,714
+1,797
+3% +$110K 0.89% 27
2022
Q4 		$3.67M Buy
57,917
+1,168
+2% +$69.1K 0.96% 25
2022
Q3 		$3.31M Buy
56,749
+1,062
+2% +$71.4K 0.99% 21
2022
Q2 		$3.76M Buy
55,687
+527
+1% +$36.4K 1.1% 12
2022
Q1 		$3.86M Sell
55,160
-5,742
-9% -$372K 1.12% 12
2021
Q4 		$3.96M Buy
60,902
+49,085
+415% +$3.01M 1.28% 12
2021
Q3 		$706K Buy
+11,817
New +$737K 0.43% 83

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

Benjamin Edwards Inc's CMS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its CMS Energy (CMS) stake by 0.02% in Q2 2026, buying an estimated $750 and bringing the position to 62,490 shares worth $4.78M. The position accounts for 0.04% of the portfolio, ranked #356.

Benjamin Edwards Inc first reported a position in CMS in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.85M in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Benjamin Edwards Inc held 62,490 shares of CMS Energy worth $4.78M as of Q2 2026.
  • Benjamin Edwards Inc bought 10 CMS Energy shares in Q2 2026, an estimated $750.
  • CMS Energy made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #356 holding.
  • Benjamin Edwards Inc first reported a position in CMS Energy in Q3 2021 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's CMS Energy position peaked at $4.85M in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.