Boyd Watterson Asset Management’s CMS Energy CMS Stock Holding History

Boyd Watterson 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	$2.98K	Hold	39	–	–	﹤0.01%	339
2026 Q1	$3.03K	Hold	39	–	–	﹤0.01%	332
2025 Q4	$2.73K	Hold	39	–	–	﹤0.01%	361
2025 Q3	$2.86K	Hold	39	–	–	﹤0.01%	361
2025 Q2	$2.7K	Hold	39	–	–	﹤0.01%	368
2025 Q1	$2.93K	Hold	39	–	–	﹤0.01%	367
2024 Q4	$2.6K	Hold	39	–	–	﹤0.01%	383
2024 Q3	$2.75K	Hold	39	–	–	﹤0.01%	383
2024 Q2	$2.32K	Hold	39	–	–	﹤0.01%	395
2024 Q1	$2.35K	Hold	39	–	–	﹤0.01%	391
2023 Q4	$2.27K	Hold	39	–	–	﹤0.01%	376
2023 Q3	$2.07K	Hold	39	–	–	﹤0.01%	376
2023 Q2	$2.29K	Hold	39	–	–	﹤0.01%	373
2023 Q1	$2.39K	Hold	39	–	–	﹤0.01%	369
2022 Q4	$2.47K	Buy	+39	New	+$2.31K	﹤0.01%	367

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

Boyd Watterson Asset Management's CMS Position: Q2 2026 in Review

Boyd Watterson Asset Management held its CMS Energy (CMS) position steady in Q2 2026 at 39 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Boyd Watterson Asset Management first reported a position in CMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.03K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Boyd Watterson Asset Management held 39 shares of CMS Energy worth $2.98K as of Q2 2026.
Boyd Watterson Asset Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #339 holding.
Boyd Watterson Asset Management first reported a position in CMS Energy in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's CMS Energy position peaked at $3.03K in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.