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

Dorato 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 		$39.6K Hold
525
– – 0.03% 190
2026
Q1 		$41.4K Hold
525
– – 0.03% 183
2025
Q4 		$37.2K Buy
+525
New +$38.2K 0.03% 184

Other funds holding CMS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Dorato Capital Management held its CMS Energy (CMS) position steady in Q2 2026 at 525 shares worth $39.6K. The position accounts for 0.03% of the portfolio, ranked #190.

Dorato Capital Management first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.4K in Q1 2026. 395 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Dorato Capital Management held 525 shares of CMS Energy worth $39.6K as of Q2 2026.
  • Dorato Capital Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.03% of Dorato Capital Management's portfolio in Q2 2026, its #190 holding.
  • Dorato Capital Management first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's CMS Energy position peaked at $41.4K in Q1 2026.
  • 395 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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