Caprock Group’s CMS Energy CMS Stock Holding History

Caprock Group’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	$822K	Buy	10,750 +6,244	+139%	+$468K	0.02%	689
2026 Q1	$350K	Sell	4,506 -8,562	-66%	-$635K	0.01%	869
2025 Q4	$914K	Buy	13,068 +508	+4%	+$36.9K	0.02%	625
2025 Q3	$899K	Buy	+12,560	New	+$902K	0.02%	605
2025 Q1	$382K	Buy	5,085 +1,529	+43%	+$107K	0.01%	810
2024 Q4	$237K	Buy	+3,556	New	+$245K	0.01%	878
2024 Q3	–	Sell	-3,669	Closed	-$218K	–	916
2024 Q2	$218K	Buy	+3,669	New	+$222K	0.01%	784
2021 Q1	–	Sell	-3,389	Closed	-$206K	–	505
2020 Q4	$206K	Sell	3,389 -188	-5%	-$11.8K	0.02%	441
2020 Q3	$220K	Sell	3,577 -198	-5%	-$12.1K	0.03%	351
2020 Q2	$221K	Buy	+3,775	New	+$219K	0.03%	345

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

Caprock Group's CMS Position: Q2 2026 in Review

Caprock Group increased its CMS Energy (CMS) stake by 139% in Q2 2026, buying an estimated $468K and bringing the position to 10,750 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #689.

Caprock Group first reported a position in CMS in Q2 2020 and has held it in 10 quarters since. The position peaked at $914K in Q4 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Caprock Group held 10,750 shares of CMS Energy worth $822K as of Q2 2026.
Caprock Group bought 6,244 CMS Energy shares in Q2 2026, an estimated $468K.
CMS Energy made up 0.02% of Caprock Group's portfolio in Q2 2026, its #689 holding.
Caprock Group first reported a position in CMS Energy in Q2 2020 and has held it in 10 quarters since.
Caprock Group's CMS Energy position peaked at $914K in Q4 2025.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.