Burk Holdings’s CMS Energy CMS Stock Holding History

Burk Holdings’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%	440
2026 Q1	$3.03K	Buy	+39	New	+$2.9K	﹤0.01%	445

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

Burk Holdings's CMS Position: Q2 2026 in Review

Burk Holdings 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 #440.

Burk Holdings first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.03K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Burk Holdings held 39 shares of CMS Energy worth $2.98K as of Q2 2026.
Burk Holdings left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #440 holding.
Burk Holdings first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
Burk Holdings'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 Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.