C
CMS icon

Covestor’s CMS Energy CMS Stock Holding History

Covestor’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 		$45K Buy
588
+425
+261% +$31.9K 0.03% 841
2026
Q1 		$13K Sell
163
-967
-86% -$71.8K 0.01% 1281
2025
Q4 		$79K Buy
1,130
+706
+167% +$51.3K 0.04% 689
2025
Q3 		$31K Buy
424
+145
+52% +$10.4K 0.02% 1107
2025
Q2 		$19K Sell
279
-1,164
-81% -$82.9K 0.01% 1262
2025
Q1 		$108K Buy
1,443
+378
+35% +$26.4K 0.07% 436
2024
Q4 		$71K Buy
1,065
+364
+52% +$25K 0.04% 710
2024
Q3 		$50K Buy
701
+472
+206% +$31K 0.03% 875
2024
Q2 		$14K Sell
229
-57
-20% -$3.45K 0.01% 1325
2024
Q1 		$17K Buy
286
+44
+18% +$2.55K 0.01% 1267
2023
Q4 		$14K Buy
242
+10
+4% +$558 0.01% 1332
2023
Q3 		$12K Sell
232
-760
-77% -$44K 0.01% 1319
2023
Q2 		$58K Buy
992
+744
+300% +$44.9K 0.04% 719
2023
Q1 		$15K Sell
248
-5
-2% -$307 0.01% 1105
2022
Q4 		$16K Sell
253
-471
-65% -$27.8K 0.01% 1099
2022
Q3 		$42K Sell
724
-992
-58% -$66.7K 0.04% 758
2022
Q2 		$116K Buy
1,716
+559
+48% +$38.6K 0.09% 323
2022
Q1 		$81K Buy
1,157
+320
+38% +$20.8K 0.05% 628
2021
Q4 		$54K Buy
+837
New +$51.4K 0.08% 489

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Covestor's CMS Position: Q2 2026 in Review

Covestor increased its CMS Energy (CMS) stake by 261% in Q2 2026, buying an estimated $31.9K and bringing the position to 588 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #841.

Covestor first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $116K in Q2 2022. 512 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Covestor held 588 shares of CMS Energy worth $45K as of Q2 2026.
  • Covestor bought 425 CMS Energy shares in Q2 2026, an estimated $31.9K.
  • CMS Energy made up 0.03% of Covestor's portfolio in Q2 2026, its #841 holding.
  • Covestor first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
  • Covestor's CMS Energy position peaked at $116K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.