CPIG
CMS icon

Chicago Partners Investment Group’s CMS Energy CMS Stock Holding History

Chicago Partners Investment 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 		$628K Buy
8,463
+3,798
+81% +$285K 0.01% 863
2026
Q1 		$350K Buy
+4,665
New +$346K 0.01% 1063
2025
Q4 		– Sell
-3,115
Closed -$229K – 1306
2025
Q3 		$229K Buy
+3,115
New +$224K 0.01% 1104
2017
Q1 		– Sell
-54
Closed -$2K – 553
2016
Q4 		$2K Buy
+54
New +$2.21K ﹤0.01% 505

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 $3.37T AUM 44.26% 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

Chicago Partners Investment Group's CMS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its CMS Energy (CMS) stake by 81% in Q2 2026, buying an estimated $285K and bringing the position to 8,463 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #863.

Chicago Partners Investment Group first reported a position in CMS in Q4 2016 and has held it in 4 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Chicago Partners Investment Group held 8,463 shares of CMS Energy worth $628K as of Q2 2026.
  • Chicago Partners Investment Group bought 3,798 CMS Energy shares in Q2 2026, an estimated $285K.
  • CMS Energy made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #863 holding.
  • Chicago Partners Investment Group first reported a position in CMS Energy in Q4 2016 and has held it in 4 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.