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Empowered Funds’s CMS Energy CMS Stock Holding History

Empowered Funds’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 		$1.17M Buy
15,317
+2,059
+16% +$154K 0.01% 1412
2026
Q1 		$1.03M Buy
+13,258
New +$984K 0.01% 1398
2025
Q4 		– Sell
-7,172
Closed -$525K – 1184
2025
Q3 		$525K Buy
7,172
+294
+4% +$21.1K 0.01% 1390
2025
Q2 		$477K Buy
6,878
+90
+1% +$6.41K 0.01% 1340
2025
Q1 		$510K Buy
6,788
+1,226
+22% +$85.6K 0.01% 1209
2024
Q4 		$371K Buy
5,562
+534
+11% +$36.7K 0.01% 1288
2024
Q3 		$355K Buy
5,028
+517
+11% +$33.9K 0.01% 1204
2024
Q2 		$269K Sell
4,511
-70
-2% -$4.24K ﹤0.01% 1228
2024
Q1 		$276K Buy
4,581
+885
+24% +$51.3K 0.01% 1227
2023
Q4 		$215K Buy
+3,696
New +$206K 0.01% 1193

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

Empowered Funds's CMS Position: Q2 2026 in Review

Empowered Funds increased its CMS Energy (CMS) stake by 16% in Q2 2026, buying an estimated $154K and bringing the position to 15,317 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1412.

Empowered Funds first reported a position in CMS in Q4 2023 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Empowered Funds held 15,317 shares of CMS Energy worth $1.17M as of Q2 2026.
  • Empowered Funds bought 2,059 CMS Energy shares in Q2 2026, an estimated $154K.
  • CMS Energy made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1412 holding.
  • Empowered Funds first reported a position in CMS Energy in Q4 2023 and has held it in 10 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.