Envestnet Portfolio Solutions
CMS icon

Envestnet Portfolio Solutions’s CMS Energy CMS Stock Holding History

Envestnet Portfolio Solutions’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 		$1.32M Buy
17,259
+64
+0.4% +$4.8K 0.01% 601
2026
Q1 		$1.33M Sell
17,195
-4,932
-22% -$366K 0.01% 552
2025
Q4 		$1.55M Sell
22,127
-609
-3% -$44.3K 0.01% 618
2025
Q3 		$1.67M Sell
22,736
-77,601
-77% -$5.57M 0.01% 578
2025
Q2 		$6.95M Buy
100,337
+22,151
+28% +$1.58M 0.03% 285
2025
Q1 		$5.87M Buy
78,186
+1,403
+2% +$98K 0.02% 325
2024
Q4 		$5.12M Sell
76,783
-2,286
-3% -$157K 0.02% 389
2024
Q3 		$5.58M Buy
79,069
+1,591
+2% +$104K 0.02% 361
2024
Q2 		$4.61M Buy
77,478
+163
+0.2% +$9.87K 0.02% 388
2024
Q1 		$4.67M Buy
77,315
+7,816
+11% +$453K 0.02% 391
2023
Q4 		$4.04M Sell
69,499
-9,751
-12% -$545K 0.02% 391
2023
Q3 		$4.21M Buy
+79,250
New +$4.59M 0.02% 355

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's CMS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its CMS Energy (CMS) stake by 0.37% in Q2 2026, buying an estimated $4.8K and bringing the position to 17,259 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #601.

Envestnet Portfolio Solutions first reported a position in CMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.95M in Q2 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,259 shares of CMS Energy worth $1.32M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 64 CMS Energy shares in Q2 2026, an estimated $4.8K.
  • CMS Energy made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #601 holding.
  • Envestnet Portfolio Solutions first reported a position in CMS Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's CMS Energy position peaked at $6.95M in Q2 2025.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.