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BOK Financial’s CMS Energy CMS Stock Holding History

BOK Financial’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 		$10.8M Sell
141,275
-3,312
-2% -$248K 0.15% 132
2026
Q1 		$11.2M Sell
144,587
-1,827
-1% -$136K 0.17% 116
2025
Q4 		$10.2M Sell
146,414
-6,617
-4% -$481K 0.16% 123
2025
Q3 		$11.2M Buy
153,031
+706
+0.5% +$50.7K 0.17% 124
2025
Q2 		$10.6M Sell
152,325
-1,730
-1% -$123K 0.17% 118
2025
Q1 		$11.6M Buy
154,055
+75,679
+97% +$5.29M 0.2% 98
2024
Q4 		$5.1M Sell
78,376
-42,453
-35% -$2.92M 0.09% 197
2024
Q3 		$8.6M Buy
120,829
+120,807
+549,123% +$7.93M 0.15% 137
2024
Q2 		$1.31K Buy
+22
New +$1.33K ﹤0.01% 1066
2021
Q1 		$460K Sell
7,511
-5,170
-41% -$297K 0.01% 707
2020
Q4 		$774K Buy
12,681
+4,488
+55% +$281K 0.01% 579
2020
Q3 		$503K Buy
+8,193
New +$502K 0.01% 623
2018
Q3 		– Sell
-6,903
Closed -$326K – 927
2018
Q2 		$326K Buy
6,903
+1,145
+20% +$51.7K 0.01% 784
2018
Q1 		$261K Buy
5,758
+547
+10% +$24K 0.01% 806
2017
Q4 		$247K Sell
5,211
-271
-5% -$13.1K 0.01% 819
2017
Q3 		$254K Buy
5,482
+386
+8% +$18.2K 0.01% 821
2017
Q2 		$236K Sell
5,096
-19
-0.4% -$878 0.01% 802
2017
Q1 		$229K Sell
5,115
-388
-7% -$16.8K 0.01% 815
2016
Q4 		$229K Sell
5,503
-283
-5% -$11.6K 0.01% 803
2016
Q3 		$243K Buy
+5,786
New +$253K 0.01% 792

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

BOK Financial's CMS Position: Q2 2026 in Review

BOK Financial reduced its CMS Energy (CMS) stake by 2.3% in Q2 2026, selling an estimated $248K and leaving 141,275 shares worth $10.8M. The position accounts for 0.15% of the portfolio, ranked #132.

BOK Financial first reported a position in CMS in Q3 2016 and has held it in 20 quarters since. The position peaked at $11.6M in Q1 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • BOK Financial held 141,275 shares of CMS Energy worth $10.8M as of Q2 2026.
  • BOK Financial sold 3,312 CMS Energy shares in Q2 2026, an estimated $248K.
  • CMS Energy made up 0.15% of BOK Financial's portfolio in Q2 2026, its #132 holding.
  • BOK Financial first reported a position in CMS Energy in Q3 2016 and has held it in 20 quarters since.
  • BOK Financial's CMS Energy position peaked at $11.6M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.