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Brooklyn Investment Group’s CMS Energy CMS Stock Holding History

Brooklyn Investment 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
Q1 		$1.33M Buy
17,138
+6,611
+63% +$491K 0.04% 427
2025
Q4 		$738K Buy
10,527
+7,509
+249% +$546K 0.03% 460
2025
Q3 		$208K Sell
3,018
-1
-0% -$72 0.03% 579
2025
Q2 		$209K Buy
3,019
+1,571
+108% +$112K 0.03% 593
2025
Q1 		$109K Buy
1,448
+795
+122% +$55.5K 0.02% 513
2024
Q4 		$43.5K Buy
653
+89
+16% +$6.12K 0.01% 568
2024
Q3 		$39.8K Buy
+564
New +$37K 0.01% 528

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brooklyn Investment Group's CMS Position: Q1 2026 in Review

Brooklyn Investment Group increased its CMS Energy (CMS) stake by 63% in Q1 2026, buying an estimated $491K and bringing the position to 17,138 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #427.

Brooklyn Investment Group first reported a position in CMS in Q3 2024 and has held it in 7 quarters since. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Brooklyn Investment Group held 17,138 shares of CMS Energy worth $1.33M as of Q1 2026.
  • Brooklyn Investment Group bought 6,611 CMS Energy shares in Q1 2026, an estimated $491K.
  • CMS Energy made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #427 holding.
  • Brooklyn Investment Group first reported a position in CMS Energy in Q3 2024 and has held it in 7 quarters since.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.