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Essential Partners’s CMS Energy CMS Stock Holding History

Essential 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 		$12.2K Buy
160
+70
+78% +$5.25K 0.01% 1130
2026
Q1 		$7K Buy
90
+40
+80% +$2.97K ﹤0.01% 1413
2025
Q4 		$3.52K Sell
50
-5
-9% -$364 ﹤0.01% 1577
2025
Q3 		$4.05K Buy
55
+42
+323% +$3.02K ﹤0.01% 1510
2025
Q2 		$901 Buy
+13
New +$926 ﹤0.01% 1543

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

Essential Partners's CMS Position: Q2 2026 in Review

Essential Partners increased its CMS Energy (CMS) stake by 78% in Q2 2026, buying an estimated $5.25K and bringing the position to 160 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #1130.

Essential Partners first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Essential Partners held 160 shares of CMS Energy worth $12.2K as of Q2 2026.
  • Essential Partners bought 70 CMS Energy shares in Q2 2026, an estimated $5.25K.
  • CMS Energy made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1130 holding.
  • Essential Partners first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.