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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Innovations's CMS Position: Q1 2026 in Review

Capital Innovations sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 23,622 shares — an estimated $1.65M sold.

Capital Innovations first reported a position in CMS in Q4 2025 and held it in 1 quarter. The position peaked at $1.65M in Q4 2025. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Capital Innovations reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Capital Innovations sold 23,622 CMS Energy shares in Q1 2026, an estimated $1.65M.
Capital Innovations first reported a position in CMS Energy in Q4 2025 and held it in 1 quarter.
Capital Innovations's CMS Energy position peaked at $1.65M in Q4 2025.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Capital Innovations's 13F filing for Q1 2026, filed 14 May 2026.