Birchbrook’s CMS Energy CMS Stock Holding History

Birchbrook’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	$4.44K	Hold	58	–	–	﹤0.01%	242
2026 Q1	$4.5K	Hold	58	–	–	﹤0.01%	234
2025 Q4	$4.06K	Hold	58	–	–	﹤0.01%	247
2025 Q3	$4.25K	Hold	58	–	–	﹤0.01%	221
2025 Q2	$4.02K	Hold	58	–	–	﹤0.01%	224
2025 Q1	$4.36K	Hold	58	–	–	﹤0.01%	217
2024 Q4	$3.87K	Buy	+58	New	+$3.99K	﹤0.01%	242

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Birchbrook's CMS Position: Q2 2026 in Review

Birchbrook held its CMS Energy (CMS) position steady in Q2 2026 at 58 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Birchbrook first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.5K in Q1 2026. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Birchbrook held 58 shares of CMS Energy worth $4.44K as of Q2 2026.
Birchbrook left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #242 holding.
Birchbrook first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
Birchbrook's CMS Energy position peaked at $4.5K in Q1 2026.
297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.