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Bruce G. Allen Investments’s CMS Energy CMS Stock Holding History

Bruce G. Allen Investments’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 		$90K Sell
1,177
-126
-10% -$9.44K 0.06% 168
2026
Q1 		$101K Sell
1,303
-165
-11% -$12.2K 0.07% 154
2025
Q4 		$103K Sell
1,468
-16
-1% -$1.16K 0.07% 155
2025
Q3 		$109K Sell
1,484
-44
-3% -$3.16K 0.08% 142
2025
Q2 		$106K Buy
1,528
+29
+2% +$2.07K 0.08% 148
2025
Q1 		$113K Sell
1,499
-1
-0.1% -$70 0.09% 126
2024
Q4 		$100K Sell
1,500
-4
-0.3% -$275 0.08% 143
2024
Q3 		$106K Buy
1,504
+8
+0.5% +$525 0.08% 142
2024
Q2 		$89.1K Sell
1,496
-86
-5% -$5.21K 0.07% 162
2024
Q1 		$95.5K Sell
1,582
-4
-0.3% -$232 0.08% 162
2023
Q4 		$92.1K Buy
+1,586
New +$88.6K 0.08% 161

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

Bruce G. Allen Investments's CMS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its CMS Energy (CMS) stake by 9.7% in Q2 2026, selling an estimated $9.44K and leaving 1,177 shares worth $90K. The position accounts for 0.06% of the portfolio, ranked #168.

Bruce G. Allen Investments first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $113K in Q1 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bruce G. Allen Investments held 1,177 shares of CMS Energy worth $90K as of Q2 2026.
  • Bruce G. Allen Investments sold 126 CMS Energy shares in Q2 2026, an estimated $9.44K.
  • CMS Energy made up 0.06% of Bruce G. Allen Investments's portfolio in Q2 2026, its #168 holding.
  • Bruce G. Allen Investments first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's CMS Energy position peaked at $113K in Q1 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.