CIM
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Contravisory Investment Management’s CMS Energy CMS Stock Holding History

Contravisory Investment Management’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 		– Sell
-76
Closed -$5.9K – 402
2026
Q1 		$5.9K Sell
76
-116,177
-100% -$8.62M ﹤0.01% 355
2025
Q4 		$8.13M Sell
116,253
-10,039
-8% -$730K 1.61% 31
2025
Q3 		$9.25M Sell
126,292
-4,527
-3% -$325K 1.79% 24
2025
Q2 		$9.06M Buy
130,819
+9,420
+8% +$671K 1.78% 21
2025
Q1 		$9.12M Sell
121,399
-859
-0.7% -$60K 1.92% 18
2024
Q4 		$8.15M Buy
+122,258
New +$8.41M 1.74% 27
2023
Q1 		– Sell
-5,797
Closed -$367K – 333
2022
Q4 		$367K Buy
5,797
+5
+0.1% +$296 0.1% 136
2022
Q3 		$337K Hold
5,792
– – 0.11% 117
2022
Q2 		$391K Buy
+5,792
New +$400K 0.13% 103
2020
Q3 		– Sell
-4,231
Closed -$250K – 258
2020
Q2 		$250K Buy
+4,231
New +$245K 0.09% 129
2018
Q2 		– Sell
-126,613
Closed -$5.73M – 334
2018
Q1 		$5.73M Sell
126,613
-4,313
-3% -$189K 2.12% 11
2017
Q4 		$6.19M Sell
130,926
-13,749
-10% -$666K 2.25% 12
2017
Q3 		$6.7M Sell
144,675
-7,307
-5% -$345K 2.39% 6
2017
Q2 		$7.03M Sell
151,982
-8,870
-6% -$410K 2.53% 7
2017
Q1 		$7.2M Sell
160,852
-26,768
-14% -$1.16M 2.54% 6
2016
Q4 		$7.81M Sell
187,620
-6,970
-4% -$285K 2.66% 10
2016
Q3 		$8.18M Sell
194,590
-9,633
-5% -$421K 2.63% 10
2016
Q2 		$9.37M Sell
204,223
-14,946
-7% -$628K 2.87% 7
2016
Q1 		$9.3M Sell
219,169
-12,777
-6% -$500K 2.72% 10
2015
Q4 		$8.37M Sell
231,946
-43,725
-16% -$1.56M 2.23% 19
2015
Q3 		$9.74M Sell
275,671
-1,210
-0.4% -$40.8K 2.29% 19
2015
Q2 		$8.82M Buy
+276,881
New +$9.3M 1.92% 31

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

Contravisory Investment Management's CMS Position: Q2 2026 in Review

Contravisory Investment Management sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 76 shares — an estimated $5.9K sold.

Contravisory Investment Management first reported a position in CMS in Q2 2015 and held it in 22 quarters. The position peaked at $9.74M in Q3 2015. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Contravisory Investment Management reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 76 CMS Energy shares in Q2 2026, an estimated $5.9K.
  • Contravisory Investment Management first reported a position in CMS Energy in Q2 2015 and held it in 22 quarters.
  • Contravisory Investment Management's CMS Energy position peaked at $9.74M in Q3 2015.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.