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Cresset Asset Management’s CMS Energy CMS Stock Holding History

Cresset Asset 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 		$299K Buy
3,906
+135
+4% +$10.1K ﹤0.01% 1388
2026
Q1 		$293K Buy
+3,771
New +$280K ﹤0.01% 1282
2024
Q4 		– Sell
-20,963
Closed -$1.48M – 1851
2024
Q3 		$1.48M Buy
20,963
+1,247
+6% +$81.8K 0.01% 966
2024
Q2 		$1.17M Buy
19,716
+2,291
+13% +$139K ﹤0.01% 991
2024
Q1 		$1.05M Buy
17,425
+1,188
+7% +$68.9K 0.01% 952
2023
Q4 		$943K Buy
16,237
+3,239
+25% +$181K 0.01% 917
2023
Q3 		$702K Sell
12,998
-1,489
-10% -$86.2K ﹤0.01% 1010
2023
Q2 		$851K Buy
+14,487
New +$874K ﹤0.01% 1021
2022
Q2 		– Sell
-2,943
Closed -$205K – 975
2022
Q1 		$205K Sell
2,943
-762
-21% -$49.4K ﹤0.01% 905
2021
Q4 		$240K Sell
3,705
-1,815
-33% -$111K ﹤0.01% 974
2021
Q3 		$330K Buy
5,520
+447
+9% +$27.9K ﹤0.01% 805
2021
Q2 		$299K Buy
5,073
+225
+5% +$14K ﹤0.01% 768
2021
Q1 		$297K Buy
4,848
+495
+11% +$28.4K ﹤0.01% 681
2020
Q4 		$266K Sell
4,353
-326
-7% -$20.4K ﹤0.01% 597
2020
Q3 		$288K Buy
4,679
+90
+2% +$5.51K 0.01% 529
2020
Q2 		$268K Sell
4,589
-650
-12% -$37.6K 0.01% 500
2020
Q1 		$308K Buy
5,239
+495
+10% +$31.7K 0.01% 380
2019
Q4 		$298K Buy
4,744
+425
+10% +$26.5K 0.01% 431
2019
Q3 		$276K Buy
4,319
+137
+3% +$8.32K 0.01% 408
2019
Q2 		$242K Sell
4,182
-132
-3% -$7.41K 0.01% 389
2019
Q1 		$240K Buy
4,314
+761
+21% +$40.1K 0.01% 328
2018
Q4 		$176K Buy
+3,553
New +$179K 0.01% 231

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

Cresset Asset Management's CMS Position: Q2 2026 in Review

Cresset Asset Management increased its CMS Energy (CMS) stake by 3.6% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,906 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Cresset Asset Management first reported a position in CMS in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.48M in Q3 2024. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Cresset Asset Management held 3,906 shares of CMS Energy worth $299K as of Q2 2026.
  • Cresset Asset Management bought 135 CMS Energy shares in Q2 2026, an estimated $10.1K.
  • CMS Energy made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1388 holding.
  • Cresset Asset Management first reported a position in CMS Energy in Q4 2018 and has held it in 22 quarters since.
  • Cresset Asset Management's CMS Energy position peaked at $1.48M in Q3 2024.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.