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BTG Pactual Asset Management US’s CMS Energy CMS Stock Holding History

BTG Pactual Asset Management US’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 		$9.19M Buy
120,155
+49,282
+70% +$3.69M 0.57% 42
2026
Q1 		$5.5M Buy
+70,873
New +$5.26M 0.48% 59
2025
Q2 		– Sell
-27,178
Closed -$2.04M – 268
2025
Q1 		$2.04M Sell
27,178
-40,196
-60% -$2.81M 0.22% 101
2024
Q4 		$4.49M Buy
+67,374
New +$4.64M 0.47% 55

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

BTG Pactual Asset Management US's CMS Position: Q2 2026 in Review

BTG Pactual Asset Management US increased its CMS Energy (CMS) stake by 70% in Q2 2026, buying an estimated $3.69M and bringing the position to 120,155 shares worth $9.19M. The position accounts for 0.57% of the portfolio, ranked #42.

BTG Pactual Asset Management US first reported a position in CMS in Q4 2024 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • BTG Pactual Asset Management US held 120,155 shares of CMS Energy worth $9.19M as of Q2 2026.
  • BTG Pactual Asset Management US bought 49,282 CMS Energy shares in Q2 2026, an estimated $3.69M.
  • CMS Energy made up 0.57% of BTG Pactual Asset Management US's portfolio in Q2 2026, its #42 holding.
  • BTG Pactual Asset Management US first reported a position in CMS Energy in Q4 2024 and has held it in 4 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.