Caldwell Sutter Capital’s CMS Energy CMS Stock Holding History

Caldwell Sutter Capital’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	$68.5K	Sell	895 -55	-6%	-$4.12K	0.03%	361
2026 Q1	$73.7K	Hold	950	–	–	0.03%	333
2025 Q4	$66.4K	Buy	950 +40	+4%	+$2.91K	0.03%	325
2025 Q3	$66.7K	Sell	910 -20	-2%	-$1.44K	0.03%	324
2025 Q2	$64.4K	Buy	930 +60	+7%	+$4.28K	0.03%	322
2025 Q1	$65.3K	Sell	870 -106	-11%	-$7.4K	0.03%	325
2024 Q4	$65K	Hold	976	–	–	0.03%	325
2024 Q3	$68.9K	Hold	976	–	–	0.03%	319
2024 Q2	$58.1K	Buy	976 +170	+21%	+$10.3K	0.03%	337
2024 Q1	$48.6K	Buy	806 +89	+12%	+$5.16K	0.02%	354
2023 Q4	$41.6K	Buy	717 +53	+8%	+$2.96K	0.02%	359
2023 Q3	$35.3K	Buy	664 +105	+19%	+$6.08K	0.02%	368
2023 Q2	$32.8K	Buy	559 +223	+66%	+$13.5K	0.02%	375
2023 Q1	$20.6K	Buy	+336	New	+$20.7K	0.02%	333

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

Caldwell Sutter Capital's CMS Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its CMS Energy (CMS) stake by 5.8% in Q2 2026, selling an estimated $4.12K and leaving 895 shares worth $68.5K. The position accounts for 0.03% of the portfolio, ranked #361.

Caldwell Sutter Capital first reported a position in CMS in Q1 2023 and has held it in 14 quarters since. The position peaked at $73.7K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Caldwell Sutter Capital held 895 shares of CMS Energy worth $68.5K as of Q2 2026.
Caldwell Sutter Capital sold 55 CMS Energy shares in Q2 2026, an estimated $4.12K.
CMS Energy made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #361 holding.
Caldwell Sutter Capital first reported a position in CMS Energy in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's CMS Energy position peaked at $73.7K in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.