Bradley Foster & Sargent’s CMS Energy CMS Stock Holding History

Bradley Foster & Sargent’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	$226K	Hold	2,950	–	–	﹤0.01%	517
2026 Q1	$229K	Hold	2,950	–	–	﹤0.01%	503
2025 Q4	$206K	Hold	2,950	–	–	﹤0.01%	519
2025 Q3	$216K	Hold	2,950	–	–	﹤0.01%	521
2025 Q2	$204K	Hold	2,950	–	–	﹤0.01%	530
2025 Q1	$222K	Buy	+2,950	New	+$206K	﹤0.01%	447
2024 Q4	–	Sell	-2,950	Closed	-$208K	–	467
2024 Q3	$208K	Buy	+2,950	New	+$194K	﹤0.01%	452
2022 Q2	–	Sell	-2,959	Closed	-$207K	–	446
2022 Q1	$207K	Sell	2,959 -1,500	-34%	-$97.3K	﹤0.01%	452
2021 Q4	$290K	Hold	4,459	–	–	0.01%	393
2021 Q3	$266K	Sell	4,459 -1,241	-22%	-$77.4K	0.01%	371
2021 Q2	$337K	Hold	5,700	–	–	0.01%	348
2021 Q1	$349K	Hold	5,700	–	–	0.01%	324
2020 Q4	$348K	Buy	+5,700	New	+$356K	0.01%	323

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

Bradley Foster & Sargent's CMS Position: Q2 2026 in Review

Bradley Foster & Sargent held its CMS Energy (CMS) position steady in Q2 2026 at 2,950 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Bradley Foster & Sargent first reported a position in CMS in Q4 2020 and has held it in 13 quarters since. The position peaked at $349K in Q1 2021. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Bradley Foster & Sargent held 2,950 shares of CMS Energy worth $226K as of Q2 2026.
Bradley Foster & Sargent left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #517 holding.
Bradley Foster & Sargent first reported a position in CMS Energy in Q4 2020 and has held it in 13 quarters since.
Bradley Foster & Sargent's CMS Energy position peaked at $349K in Q1 2021.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.