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DecisionPoint Financial’s CMS Energy CMS Stock Holding History

DecisionPoint Financial’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 		$304 Buy
4
+1
+33% +$75 ﹤0.01% 803
2026
Q1 		$233 Hold
3
– – ﹤0.01% 611
2025
Q4 		$210 Hold
3
– – ﹤0.01% 677
2025
Q3 		$218 Hold
3
– – ﹤0.01% 612
2025
Q2 		$211 Buy
+3
New +$214 ﹤0.01% 600

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

DecisionPoint Financial's CMS Position: Q2 2026 in Review

DecisionPoint Financial increased its CMS Energy (CMS) stake by 33% in Q2 2026, buying an estimated $75 and bringing the position to 4 shares worth $304. The position accounts for ﹤0.01% of the portfolio, ranked #803.

DecisionPoint Financial first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • DecisionPoint Financial held 4 shares of CMS Energy worth $304 as of Q2 2026.
  • DecisionPoint Financial bought 1 CMS Energy share in Q2 2026, an estimated $75.
  • CMS Energy made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #803 holding.
  • DecisionPoint Financial first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.