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Citizens Financial Group’s CMS Energy CMS Stock Holding History

Citizens Financial 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 		$414K Buy
5,409
+2,795
+107% +$209K 0.01% 727
2026
Q1 		$203K Sell
2,614
-1,009
-28% -$74.9K ﹤0.01% 806
2025
Q4 		$253K Sell
3,623
-416
-10% -$30.3K ﹤0.01% 721
2025
Q3 		$296K Buy
4,039
+333
+9% +$23.9K ﹤0.01% 647
2025
Q2 		$257K Buy
3,706
+1,041
+39% +$74.2K ﹤0.01% 611
2025
Q1 		$200K Buy
+2,665
New +$186K ﹤0.01% 592
2020
Q3 		– Sell
-307
Closed -$18K – 379
2020
Q2 		$18K Buy
307
+168
+121% +$9.73K ﹤0.01% 640
2020
Q1 		$8K Sell
139
-80
-37% -$5.12K ﹤0.01% 785
2019
Q4 		$14K Buy
219
+126
+135% +$7.86K ﹤0.01% 682
2019
Q3 		$6K Buy
93
+55
+145% +$3.34K ﹤0.01% 644
2019
Q2 		$2K Sell
38
-13
-25% -$730 ﹤0.01% 740
2019
Q1 		$3K Buy
+51
New +$2.69K ﹤0.01% 644

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

Citizens Financial Group's CMS Position: Q2 2026 in Review

Citizens Financial Group increased its CMS Energy (CMS) stake by 107% in Q2 2026, buying an estimated $209K and bringing the position to 5,409 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #727.

Citizens Financial Group first reported a position in CMS in Q1 2019 and has held it in 12 quarters since. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Citizens Financial Group held 5,409 shares of CMS Energy worth $414K as of Q2 2026.
  • Citizens Financial Group bought 2,795 CMS Energy shares in Q2 2026, an estimated $209K.
  • CMS Energy made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #727 holding.
  • Citizens Financial Group first reported a position in CMS Energy in Q1 2019 and has held it in 12 quarters since.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.