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Bleakley Financial Group’s CMS Energy CMS Stock Holding History

Bleakley Financial Group’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 		$1.45M Buy
18,994
+1,194
+7% +$89.5K 0.02% 561
2026
Q1 		$1.38M Buy
17,800
+749
+4% +$55.6K 0.02% 458
2025
Q4 		$1.19M Buy
17,051
+433
+3% +$31.5K 0.02% 441
2025
Q3 		$1.22M Buy
16,618
+226
+1% +$16.2K 0.03% 373
2025
Q2 		$1.14M Buy
16,392
+3,132
+24% +$223K 0.03% 376
2025
Q1 		$996K Buy
13,260
+2,506
+23% +$175K 0.03% 334
2024
Q4 		$717K Buy
10,754
+1,303
+14% +$89.6K 0.02% 507
2024
Q3 		$668K Sell
9,451
-23
-0.2% -$1.51K 0.02% 511
2024
Q2 		$564K Sell
9,474
-417
-4% -$25.2K 0.02% 571
2024
Q1 		$597K Sell
9,891
-556
-5% -$32.2K 0.02% 560
2023
Q4 		$607K Sell
10,447
-284
-3% -$15.9K 0.02% 537
2023
Q3 		$570K Sell
10,731
-928
-8% -$53.7K 0.02% 512
2023
Q2 		$685K Buy
11,659
+3,562
+44% +$215K 0.02% 504
2023
Q1 		$497K Buy
8,097
+1,355
+20% +$83.3K 0.02% 570
2022
Q4 		$427K Buy
+6,742
New +$399K 0.02% 590

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bleakley Financial Group's CMS Position: Q2 2026 in Review

Bleakley Financial Group increased its CMS Energy (CMS) stake by 6.7% in Q2 2026, buying an estimated $89.5K and bringing the position to 18,994 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #561.

Bleakley Financial Group first reported a position in CMS in Q4 2022 and has held it in 15 quarters since. 432 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bleakley Financial Group held 18,994 shares of CMS Energy worth $1.45M as of Q2 2026.
  • Bleakley Financial Group bought 1,194 CMS Energy shares in Q2 2026, an estimated $89.5K.
  • CMS Energy made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #561 holding.
  • Bleakley Financial Group first reported a position in CMS Energy in Q4 2022 and has held it in 15 quarters since.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.