DT Investment Partners’s CMS Energy CMS Stock Holding History

DT Investment Partners’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	$11.1K	Hold	145	–	–	﹤0.01%	381
2026 Q1	$11.3K	Hold	145	–	–	﹤0.01%	380
2025 Q4	$10.1K	Hold	145	–	–	﹤0.01%	413
2025 Q3	$10.6K	Hold	145	–	–	﹤0.01%	399
2025 Q2	$10K	Hold	145	–	–	﹤0.01%	402
2025 Q1	$10.9K	Hold	145	–	–	﹤0.01%	397
2024 Q4	$9.66K	Sell	145 -862	-86%	-$59.3K	﹤0.01%	420
2024 Q3	$71.1K	Hold	1,007	–	–	0.01%	219
2024 Q2	$59.9K	Buy	1,007 +862	+594%	+$52.2K	0.01%	224
2024 Q1	$8.75K	Hold	145	–	–	﹤0.01%	348
2023 Q4	$8.31K	Hold	145	–	–	﹤0.01%	343
2023 Q3	$7.7K	Hold	145	–	–	﹤0.01%	336
2023 Q2	$8.76K	Hold	145	–	–	﹤0.01%	338
2023 Q1	$8.94K	Hold	145	–	–	﹤0.01%	333
2022 Q4	$9.18K	Hold	145	–	–	﹤0.01%	336
2022 Q3	$8K	Buy	+145	New	+$9.75K	﹤0.01%	323

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

DT Investment Partners's CMS Position: Q2 2026 in Review

DT Investment Partners held its CMS Energy (CMS) position steady in Q2 2026 at 145 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

DT Investment Partners first reported a position in CMS in Q3 2022 and has held it in 16 quarters since. The position peaked at $71.1K in Q3 2024. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

DT Investment Partners held 145 shares of CMS Energy worth $11.1K as of Q2 2026.
DT Investment Partners left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of DT Investment Partners's portfolio in Q2 2026, its #381 holding.
DT Investment Partners first reported a position in CMS Energy in Q3 2022 and has held it in 16 quarters since.
DT Investment Partners's CMS Energy position peaked at $71.1K in Q3 2024.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.