Carrera Capital Advisors’s CMS Energy CMS Stock Holding History

Carrera Capital Advisors’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	$327K	Sell	4,273 -20	-0.5%	-$1.5K	0.05%	163
2026 Q1	$333K	Hold	4,293	–	–	0.05%	134
2025 Q4	$300K	Sell	4,293 -370	-8%	-$26.9K	0.05%	131
2025 Q3	$342K	Sell	4,663 -411	-8%	-$29.5K	0.06%	107
2025 Q2	$352K	Hold	5,074	–	–	0.07%	110
2025 Q1	$381K	Hold	5,074	–	–	0.08%	118
2024 Q4	$338K	Hold	5,074	–	–	0.08%	110
2024 Q3	$358K	Buy	+5,074	New	+$333K	0.09%	88

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

Carrera Capital Advisors's CMS Position: Q2 2026 in Review

Carrera Capital Advisors reduced its CMS Energy (CMS) stake by 0.47% in Q2 2026, selling an estimated $1.5K and leaving 4,273 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #163.

Carrera Capital Advisors first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $381K in Q1 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Carrera Capital Advisors held 4,273 shares of CMS Energy worth $327K as of Q2 2026.
Carrera Capital Advisors sold 20 CMS Energy shares in Q2 2026, an estimated $1.5K.
CMS Energy made up 0.05% of Carrera Capital Advisors's portfolio in Q2 2026, its #163 holding.
Carrera Capital Advisors first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
Carrera Capital Advisors's CMS Energy position peaked at $381K in Q1 2025.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.