DCM
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Davis Capital Management’s CMS Energy CMS Stock Holding History

Davis Capital 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 		$842 Buy
11
+7
+175% +$525 ﹤0.01% 514
2026
Q1 		$310 Sell
4
-3
-43% -$223 ﹤0.01% 487
2025
Q4 		$490 Buy
7
+4
+133% +$291 ﹤0.01% 409
2025
Q3 		$220 Buy
+3
New +$215 ﹤0.01% 559

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

Davis Capital Management's CMS Position: Q2 2026 in Review

Davis Capital Management increased its CMS Energy (CMS) stake by 175% in Q2 2026, buying an estimated $525 and bringing the position to 11 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Davis Capital Management first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Davis Capital Management held 11 shares of CMS Energy worth $842 as of Q2 2026.
  • Davis Capital Management bought 7 CMS Energy shares in Q2 2026, an estimated $525.
  • CMS Energy made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #514 holding.
  • Davis Capital Management first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.