CJ
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Caitlin John’s CMS Energy CMS Stock Holding History

Caitlin John’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 		$112K Hold
1,468
– – 0.06% 253
2026
Q1 		$114K Hold
1,468
– – 0.07% 220
2025
Q4 		$103K Hold
1,468
– – 0.07% 227
2025
Q3 		$108K Buy
+1,468
New +$105K 0.07% 179
2025
Q1 		– Sell
-1,468
Closed -$97.8K – 247
2024
Q4 		$97.8K Hold
1,468
– – 0.06% 176
2024
Q3 		$99.4K Hold
1,468
– – 0.06% 176
2024
Q2 		$87.4K Hold
1,468
– – 0.06% 182
2024
Q1 		$88.6K Hold
1,468
– – 0.07% 176
2023
Q4 		$85.2K Buy
+1,468
New +$82K 0.07% 154

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

Caitlin John's CMS Position: Q2 2026 in Review

Caitlin John held its CMS Energy (CMS) position steady in Q2 2026 at 1,468 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #253.

Caitlin John first reported a position in CMS in Q4 2023 and has held it in 9 quarters since. The position peaked at $114K in Q1 2026. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Caitlin John held 1,468 shares of CMS Energy worth $112K as of Q2 2026.
  • Caitlin John left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.06% of Caitlin John's portfolio in Q2 2026, its #253 holding.
  • Caitlin John first reported a position in CMS Energy in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's CMS Energy position peaked at $114K in Q1 2026.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.