Blueshift Asset Management’s CMS Energy CMS Stock Holding History

Blueshift Asset Management’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	$793K	Buy	+10,360	New	+$777K	0.18%	101
2025 Q3	–	Sell	-12,478	Closed	-$864K	–	475
2025 Q2	$864K	Buy	+12,478	New	+$889K	0.27%	84
2023 Q2	–	Sell	-4,682	Closed	-$287K	–	368
2023 Q1	$287K	Buy	4,682 +664	+17%	+$40.8K	0.12%	227
2022 Q4	$254K	Sell	4,018 -14,786	-79%	-$874K	0.12%	257
2022 Q3	$1.09M	Sell	18,804 -5,511	-23%	-$371K	0.23%	119
2022 Q2	$1.64M	Buy	24,315 +16,302	+203%	+$1.13M	0.27%	102
2022 Q1	$560K	Sell	8,013 -146,394	-95%	-$9.5M	0.05%	402
2021 Q4	$10M	Buy	154,407 +61,719	+67%	+$3.79M	0.88%	10
2021 Q3	$5.54M	Buy	+92,688	New	+$5.78M	0.31%	73
2021 Q2	–	Sell	-11,530	Closed	-$706K	–	944
2021 Q1	$706K	Buy	+11,530	New	+$663K	0.07%	365
2019 Q4	–	Sell	-13,696	Closed	-$876K	–	823
2019 Q3	$876K	Buy	+13,696	New	+$832K	0.13%	221

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blueshift Asset Management's CMS Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in CMS Energy (CMS) in Q2 2026: 10,360 shares worth $793K. The stake represents 0.18% of the portfolio and ranks #101 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in CMS as recently as Q2 2025.

Blueshift Asset Management first reported a position in CMS in Q3 2019 and has held it in 11 quarters since. The position peaked at $10M in Q4 2021. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Blueshift Asset Management held 10,360 shares of CMS Energy worth $793K as of Q2 2026.
CMS Energy was a new Blueshift Asset Management position in Q2 2026.
CMS Energy made up 0.18% of Blueshift Asset Management's portfolio in Q2 2026, its #101 holding.
Blueshift Asset Management first reported a position in CMS Energy in Q3 2019 and has held it in 11 quarters since.
Blueshift Asset Management's CMS Energy position peaked at $10M in Q4 2021.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.