CI
CMS icon

Conning Inc’s CMS Energy CMS Stock Holding History

Conning Inc’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
Q1 		$454K Buy
5,848
+96
+2% +$7.13K 0.02% 213
2025
Q4 		$402K Sell
5,752
-172
-3% -$12.5K 0.01% 250
2025
Q3 		$434K Sell
5,924
-276
-4% -$19.8K 0.01% 251
2025
Q2 		$430K Buy
6,200
+231
+4% +$16.5K 0.01% 251
2025
Q1 		$448K Hold
5,969
– – 0.02% 247
2024
Q4 		$398K Sell
5,969
-363
-6% -$25K 0.01% 256
2024
Q3 		$447K Hold
6,332
– – 0.01% 249
2024
Q2 		$377K Hold
6,332
– – 0.01% 252
2024
Q1 		$382K Hold
6,332
– – 0.01% 253
2023
Q4 		$368K Hold
6,332
– – 0.01% 254
2023
Q3 		$336K Hold
6,332
– – 0.01% 253
2023
Q2 		$372K Sell
6,332
-510
-7% -$30.8K 0.01% 253
2023
Q1 		$420K Sell
6,842
-45
-0.7% -$2.77K 0.01% 250
2022
Q4 		$436K Sell
6,887
-29
-0.4% -$1.72K 0.01% 253
2022
Q3 		$403K Sell
6,916
-244
-3% -$16.4K 0.01% 246
2022
Q2 		$483K Sell
7,160
-526
-7% -$36.3K 0.01% 245
2022
Q1 		$538K Buy
7,686
+838
+12% +$54.4K 0.01% 252
2021
Q4 		$445K Sell
6,848
-326
-5% -$20K 0.01% 279
2021
Q3 		$429K Sell
7,174
-189
-3% -$11.8K 0.01% 293
2021
Q2 		$435K Sell
7,363
-1,027
-12% -$63.9K 0.01% 312
2021
Q1 		$514K Sell
8,390
-330
-4% -$19K 0.02% 278
2020
Q4 		$532K Sell
8,720
-129
-1% -$8.06K 0.02% 269
2020
Q3 		$543K Buy
8,849
+69
+0.8% +$4.22K 0.02% 250
2020
Q2 		$513K Buy
8,780
+200
+2% +$11.6K 0.02% 249
2020
Q1 		$504K Sell
8,580
-68
-0.8% -$4.35K 0.02% 248
2019
Q4 		$543K Sell
8,648
-339
-4% -$21.1K 0.02% 288
2019
Q3 		$575K Sell
8,987
-445
-5% -$27K 0.02% 300
2019
Q2 		$546K Sell
9,432
-997
-10% -$56K 0.02% 300
2019
Q1 		$579K Sell
10,429
-70
-0.7% -$3.69K 0.02% 320
2018
Q4 		$521K Sell
10,499
-650
-6% -$32.8K 0.02% 324
2018
Q3 		$546K Sell
11,149
-330
-3% -$16.1K 0.02% 362
2018
Q2 		$543K Sell
11,479
-180
-2% -$8.13K 0.02% 380
2018
Q1 		$528K Sell
11,659
-270
-2% -$11.8K 0.02% 385
2017
Q4 		$564K Buy
11,929
+160
+1% +$7.75K 0.02% 385
2017
Q3 		$545K Buy
11,769
+100
+0.9% +$4.72K 0.02% 382
2017
Q2 		$540K Sell
11,669
-190
-2% -$8.78K 0.02% 390
2017
Q1 		$531K Buy
11,859
+170
+1% +$7.36K 0.02% 388
2016
Q4 		$486K Sell
11,689
-599
-5% -$24.5K 0.02% 391
2016
Q3 		$516K Buy
12,288
+290
+2% +$12.7K 0.02% 385
2016
Q2 		$550K Buy
11,998
+430
+4% +$18.1K 0.02% 355
2016
Q1 		$491K Buy
11,568
+910
+9% +$35.6K 0.02% 366
2015
Q4 		$385K Sell
10,658
-280
-3% -$9.98K 0.02% 420
2015
Q3 		$386K Sell
10,938
-780
-7% -$26.3K 0.02% 403
2015
Q2 		$373K Sell
11,718
-60
-0.5% -$2.02K 0.02% 449
2015
Q1 		$411K Buy
11,778
+50
+0.4% +$1.77K 0.02% 425
2014
Q4 		$408K Sell
11,728
-270
-2% -$8.82K 0.02% 420
2014
Q3 		$356K Buy
11,998
+110
+0.9% +$3.28K 0.02% 443
2014
Q2 		$370K Sell
11,888
-410
-3% -$12.2K 0.02% 436
2014
Q1 		$360K Buy
12,298
+400
+3% +$11.1K 0.02% 438
2013
Q4 		$319K Buy
11,898
+1,380
+13% +$37.1K 0.02% 429
2013
Q3 		$277K Buy
10,518
+160
+2% +$4.35K 0.02% 415
2013
Q2 		$281K Buy
+10,358
New +$291K 0.02% 397

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Conning Inc's CMS Position: Q1 2026 in Review

Conning Inc increased its CMS Energy (CMS) stake by 1.7% in Q1 2026, buying an estimated $7.13K and bringing the position to 5,848 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #213.

Conning Inc first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $579K in Q1 2019. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Conning Inc held 5,848 shares of CMS Energy worth $454K as of Q1 2026.
  • Conning Inc bought 96 CMS Energy shares in Q1 2026, an estimated $7.13K.
  • CMS Energy made up 0.02% of Conning Inc's portfolio in Q1 2026, its #213 holding.
  • Conning Inc first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
  • Conning Inc's CMS Energy position peaked at $579K in Q1 2019.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Conning Inc's 13F filing for Q1 2026, filed 30 Apr 2026.