Certuity’s CMS Energy CMS Stock Holding History

Certuity’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	$403K	Buy	5,266 +2,304	+78%	+$173K	0.02%	417
2026 Q1	$230K	Sell	2,962 -36	-1%	-$2.67K	0.02%	550
2025 Q4	$210K	Buy	2,998 +193	+7%	+$14K	0.01%	537
2025 Q3	$205K	Buy	+2,805	New	+$201K	0.01%	520

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

Certuity's CMS Position: Q2 2026 in Review

Certuity increased its CMS Energy (CMS) stake by 78% in Q2 2026, buying an estimated $173K and bringing the position to 5,266 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #417.

Certuity first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Certuity held 5,266 shares of CMS Energy worth $403K as of Q2 2026.
Certuity bought 2,304 CMS Energy shares in Q2 2026, an estimated $173K.
CMS Energy made up 0.02% of Certuity's portfolio in Q2 2026, its #417 holding.
Certuity first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.