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Ellevest Inc’s CMS Energy CMS Stock Holding History

Ellevest Inc’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 		$316K Buy
+4,134
New +$310K 0.04% 347
2021
Q2 		– Sell
-779
Closed -$48K – 1285
2021
Q1 		$48K Hold
779
– – 0.01% 485
2020
Q4 		$48K Sell
779
-142
-15% -$8.88K 0.01% 466
2020
Q3 		$57K Hold
921
– – 0.01% 354
2020
Q2 		$54K Hold
921
– – 0.01% 349
2020
Q1 		$54K Hold
921
– – 0.01% 214
2019
Q4 		$58K Buy
+921
New +$57.4K 0.02% 159

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

Ellevest Inc's CMS Position: Q2 2026 in Review

Ellevest Inc opened a new position in CMS Energy (CMS) in Q2 2026: 4,134 shares worth $316K. The stake represents 0.04% of the portfolio and ranks #347 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in CMS as recently as Q1 2021.

Ellevest Inc first reported a position in CMS in Q4 2019 and has held it in 7 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Ellevest Inc held 4,134 shares of CMS Energy worth $316K as of Q2 2026.
  • CMS Energy was a new Ellevest Inc position in Q2 2026.
  • CMS Energy made up 0.04% of Ellevest Inc's portfolio in Q2 2026, its #347 holding.
  • Ellevest Inc first reported a position in CMS Energy in Q4 2019 and has held it in 7 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.