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Capital Innovations’s CMS Energy CMS Stock Holding History

Capital Innovations’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 		$1.81M Buy
+23,622
New +$1.77M 0.47% 42
2026
Q1 		– Sell
-23,622
Closed -$1.65M – 61
2025
Q4 		$1.65M Buy
+23,622
New +$1.72M 0.47% 41

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 $3.38T AUM 44.17% 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

Capital Innovations's CMS Position: Q2 2026 in Review

Capital Innovations opened a new position in CMS Energy (CMS) in Q2 2026: 23,622 shares worth $1.81M. The stake represents 0.47% of the portfolio and ranks #42 among its holdings. This is a return to the name: Capital Innovations previously reported a position in CMS as recently as Q4 2025.

Capital Innovations first reported a position in CMS in Q4 2025 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Capital Innovations held 23,622 shares of CMS Energy worth $1.81M as of Q2 2026.
  • CMS Energy was a new Capital Innovations position in Q2 2026.
  • CMS Energy made up 0.47% of Capital Innovations's portfolio in Q2 2026, its #42 holding.
  • Capital Innovations first reported a position in CMS Energy in Q4 2025 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Capital Innovations's 13F filing for Q2 2026, filed 11 Aug 2026.