Bollard Group’s CMS Energy CMS Stock Holding History

Bollard 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	$241K	Hold	3,156	–	–	0.01%	165
2026 Q1	$245K	Buy	3,156 +22	+0.7%	+$1.63K	0.01%	167
2025 Q4	$219K	Buy	+3,134	New	+$228K	0.01%	177

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

Bollard Group's CMS Position: Q2 2026 in Review

Bollard Group held its CMS Energy (CMS) position steady in Q2 2026 at 3,156 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #165.

Bollard Group first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $245K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Bollard Group held 3,156 shares of CMS Energy worth $241K as of Q2 2026.
Bollard Group left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.01% of Bollard Group's portfolio in Q2 2026, its #165 holding.
Bollard Group first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
Bollard Group's CMS Energy position peaked at $245K in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.