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Cape Investment Advisory’s CMS Energy CMS Stock Holding History

Cape Investment Advisory’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 		$3.14K Buy
+41
New +$3.07K ﹤0.01% 1140
2026
Q1 		– Sell
-32
Closed -$2.24K – 391
2025
Q4 		$2.24K Buy
32
+18
+129% +$1.31K ﹤0.01% 1084
2025
Q3 		$1.03K Buy
+14
New +$1.01K ﹤0.01% 738
2025
Q2 		– Sell
-2
Closed -$150 – 1190
2025
Q1 		$150 Sell
2
-13
-87% -$908 ﹤0.01% 1062
2024
Q4 		$1K Buy
+15
New +$1.03K ﹤0.01% 961

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

Cape Investment Advisory's CMS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in CMS Energy (CMS) in Q2 2026: 41 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CMS as recently as Q4 2025.

Cape Investment Advisory first reported a position in CMS in Q4 2024 and has held it in 5 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Cape Investment Advisory held 41 shares of CMS Energy worth $3.14K as of Q2 2026.
  • CMS Energy was a new Cape Investment Advisory position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1140 holding.
  • Cape Investment Advisory first reported a position in CMS Energy in Q4 2024 and has held it in 5 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.