Choreo LLC’s CMS Energy CMS Stock Holding History

Choreo LLC’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	$677K	Buy	8,853 +343	+4%	+$25.7K	0.01%	822
2026 Q1	$660K	Sell	8,510 -30	-0.4%	-$2.23K	0.01%	803
2025 Q4	$601K	Sell	8,540 -539	-6%	-$39.2K	0.01%	835
2025 Q3	$665K	Buy	9,079 +58	+0.6%	+$4.17K	0.01%	797
2025 Q2	$625K	Buy	9,021 +437	+5%	+$31.1K	0.01%	777
2025 Q1	$645K	Buy	8,584 +330	+4%	+$23K	0.01%	720
2024 Q4	$550K	Sell	8,254 -190	-2%	-$13.1K	0.01%	854
2024 Q3	$600K	Buy	8,444 +639	+8%	+$41.9K	0.01%	813
2024 Q2	$460K	Buy	+7,805	New	+$472K	0.01%	851

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

Choreo LLC's CMS Position: Q2 2026 in Review

Choreo LLC increased its CMS Energy (CMS) stake by 4% in Q2 2026, buying an estimated $25.7K and bringing the position to 8,853 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #822.

Choreo LLC first reported a position in CMS in Q2 2024 and has held it in 9 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Choreo LLC held 8,853 shares of CMS Energy worth $677K as of Q2 2026.
Choreo LLC bought 343 CMS Energy shares in Q2 2026, an estimated $25.7K.
CMS Energy made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #822 holding.
Choreo LLC first reported a position in CMS Energy in Q2 2024 and has held it in 9 quarters since.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.