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Cromwell Holdings’s CMS Energy CMS Stock Holding History

Cromwell Holdings’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 		$74.2K Buy
970
+27
+3% +$2.02K 0.03% 414
2026
Q1 		$73.2K Buy
943
+17
+2% +$1.26K 0.04% 391
2025
Q4 		$64.8K Hold
926
– – 0.04% 418
2025
Q3 		$67.8K Hold
926
– – 0.04% 416
2025
Q2 		$64.2K Buy
926
+24
+3% +$1.71K 0.04% 406
2025
Q1 		$67.7K Buy
902
+18
+2% +$1.26K 0.04% 374
2024
Q4 		$58.9K Hold
884
– – 0.03% 411
2024
Q3 		$62.4K Hold
884
– – 0.04% 392
2024
Q2 		$52.6K Buy
+884
New +$53.5K 0.03% 428

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

Cromwell Holdings's CMS Position: Q2 2026 in Review

Cromwell Holdings increased its CMS Energy (CMS) stake by 2.9% in Q2 2026, buying an estimated $2.02K and bringing the position to 970 shares worth $74.2K. The position accounts for 0.03% of the portfolio, ranked #414.

Cromwell Holdings first reported a position in CMS in Q2 2024 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Cromwell Holdings held 970 shares of CMS Energy worth $74.2K as of Q2 2026.
  • Cromwell Holdings bought 27 CMS Energy shares in Q2 2026, an estimated $2.02K.
  • CMS Energy made up 0.03% of Cromwell Holdings's portfolio in Q2 2026, its #414 holding.
  • Cromwell Holdings first reported a position in CMS Energy in Q2 2024 and has held it in 9 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.