D.J. St. Germain’s CMS Energy CMS Stock Holding History

D.J. St. Germain’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	$31.6K	Hold	413	–	–	﹤0.01%	536
2026 Q1	$32K	Hold	413	–	–	﹤0.01%	516
2025 Q4	$28.9K	Hold	413	–	–	﹤0.01%	535
2025 Q3	$30.3K	Sell	413 -100	-19%	-$7.18K	﹤0.01%	527
2025 Q2	$35.5K	Buy	513 +100	+24%	+$7.13K	﹤0.01%	505
2025 Q1	$31K	Sell	413 -100	-19%	-$6.98K	﹤0.01%	452
2024 Q4	$34.2K	Buy	513 +100	+24%	+$6.88K	﹤0.01%	461
2024 Q3	$29.2K	Buy	413 +110	+36%	+$7.22K	﹤0.01%	433
2024 Q2	$18K	Hold	303	–	–	﹤0.01%	488
2024 Q1	$18.3K	Hold	303	–	–	﹤0.01%	496
2023 Q4	$17.6K	Hold	303	–	–	﹤0.01%	498
2023 Q3	$16.1K	Hold	303	–	–	﹤0.01%	486
2023 Q2	$17.8K	Buy	+303	New	+$18.3K	﹤0.01%	485

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.J. St. Germain's CMS Position: Q2 2026 in Review

D.J. St. Germain held its CMS Energy (CMS) position steady in Q2 2026 at 413 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

D.J. St. Germain first reported a position in CMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $35.5K in Q2 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

D.J. St. Germain held 413 shares of CMS Energy worth $31.6K as of Q2 2026.
D.J. St. Germain left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #536 holding.
D.J. St. Germain first reported a position in CMS Energy in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's CMS Energy position peaked at $35.5K in Q2 2025.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.