CA
CMS icon

CoreCap Advisors’s CMS Energy CMS Stock Holding History

CoreCap Advisors’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 		$294K Buy
3,838
+1,069
+39% +$80.1K 0.01% 717
2026
Q1 		$215K Buy
2,769
+132
+5% +$9.8K 0.01% 787
2025
Q4 		$184K Sell
2,637
-2
-0.1% -$145 0.01% 823
2025
Q3 		$193K Buy
2,639
+18
+0.7% +$1.29K 0.01% 809
2025
Q2 		$182K Sell
2,621
-135
-5% -$9.62K 0.01% 770
2025
Q1 		$207K Sell
2,756
-368
-12% -$25.7K 0.01% 669
2024
Q4 		$208K Buy
3,124
+297
+11% +$20.4K 0.01% 697
2024
Q3 		$200K Buy
+2,827
New +$186K 0.01% 695
2024
Q2 		– Sell
-2,816
Closed -$170K – 1792
2024
Q1 		$170K Buy
+2,816
New +$163K 0.01% 674
2022
Q4 		$175K Buy
+2,770
New +$164K 0.01% 572
2022
Q3 		– Sell
-2,567
Closed -$173K – 810
2022
Q2 		$173K Sell
2,567
-383
-13% -$26.4K 0.01% 551
2022
Q1 		$206K Sell
2,950
-748
-20% -$48.5K 0.01% 503
2021
Q4 		$241K Buy
+3,698
New +$227K 0.02% 491

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

CoreCap Advisors's CMS Position: Q2 2026 in Review

CoreCap Advisors increased its CMS Energy (CMS) stake by 39% in Q2 2026, buying an estimated $80.1K and bringing the position to 3,838 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #717.

CoreCap Advisors first reported a position in CMS in Q4 2021 and has held it in 13 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • CoreCap Advisors held 3,838 shares of CMS Energy worth $294K as of Q2 2026.
  • CoreCap Advisors bought 1,069 CMS Energy shares in Q2 2026, an estimated $80.1K.
  • CMS Energy made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #717 holding.
  • CoreCap Advisors first reported a position in CMS Energy in Q4 2021 and has held it in 13 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.