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Empirical Finance’s CMS Energy CMS Stock Holding History

Empirical Finance’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 		$797K Buy
10,419
+362
+4% +$27.1K 0.03% 354
2026
Q1 		$780K Sell
10,057
-5
-0% -$371 0.04% 343
2025
Q4 		$704K Sell
10,062
-427
-4% -$31.1K 0.03% 351
2025
Q3 		$768K Buy
10,489
+104
+1% +$7.47K 0.04% 358
2025
Q2 		$719K Buy
10,385
+69
+0.7% +$4.92K 0.04% 369
2025
Q1 		$775K Buy
10,316
+385
+4% +$26.9K 0.05% 324
2024
Q4 		$662K Sell
9,931
-117
-1% -$8.05K 0.04% 348
2024
Q3 		$710K Buy
10,048
+217
+2% +$14.2K 0.04% 342
2024
Q2 		$585K Sell
9,831
-657
-6% -$39.8K 0.04% 369
2024
Q1 		$633K Buy
10,488
+354
+3% +$20.5K 0.04% 369
2023
Q4 		$588K Buy
10,134
+77
+0.8% +$4.3K 0.04% 365
2023
Q3 		$534K Buy
10,057
+973
+11% +$56.4K 0.04% 363
2023
Q2 		$534K Buy
9,084
+1,078
+13% +$65K 0.04% 346
2023
Q1 		$491K Buy
8,006
+405
+5% +$24.9K 0.05% 357
2022
Q4 		$481K Buy
7,601
+581
+8% +$34.3K 0.05% 336
2022
Q3 		$409K Buy
7,020
+1,156
+20% +$77.8K 0.05% 328
2022
Q2 		$396K Buy
5,864
+318
+6% +$22K 0.05% 331
2022
Q1 		$388K Buy
5,546
+622
+13% +$40.3K 0.04% 365
2021
Q4 		$320K Buy
4,924
+1,336
+37% +$82K 0.04% 396
2021
Q3 		$214K Buy
+3,588
New +$224K 0.03% 406
2017
Q1 		– Sell
-118
Closed -$5K – 182
2016
Q4 		$5K Buy
+118
New +$4.82K ﹤0.01% 524

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

Empirical Finance's CMS Position: Q2 2026 in Review

Empirical Finance increased its CMS Energy (CMS) stake by 3.6% in Q2 2026, buying an estimated $27.1K and bringing the position to 10,419 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #354.

Empirical Finance first reported a position in CMS in Q4 2016 and has held it in 21 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Empirical Finance held 10,419 shares of CMS Energy worth $797K as of Q2 2026.
  • Empirical Finance bought 362 CMS Energy shares in Q2 2026, an estimated $27.1K.
  • CMS Energy made up 0.03% of Empirical Finance's portfolio in Q2 2026, its #354 holding.
  • Empirical Finance first reported a position in CMS Energy in Q4 2016 and has held it in 21 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.