Ethic Inc’s CMS Energy CMS Stock Holding History

Ethic 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	$3.91M	Buy	51,166 +41,030	+405%	+$3.08M	0.05%	348
2026 Q1	$786K	Buy	10,136 +1,337	+15%	+$99.2K	0.01%	723
2025 Q4	$615K	Buy	8,799 +1,392	+19%	+$101K	0.01%	790
2025 Q3	$543K	Buy	7,407 +874	+13%	+$62.8K	0.01%	809
2025 Q2	$451K	Buy	6,533 +852	+15%	+$60.7K	0.01%	848
2025 Q1	$427K	Buy	5,681 +633	+13%	+$44.2K	0.01%	842
2024 Q4	$336K	Buy	+5,048	New	+$347K	0.01%	912
2021 Q1	–	Sell	-3,940	Closed	-$240K	–	490
2020 Q4	$240K	Buy	+3,940	New	+$246K	0.06%	352
2020 Q3	–	Sell	-3,752	Closed	-$219K	–	347
2020 Q2	$219K	Sell	3,752 -280	-7%	-$16.2K	0.12%	228
2020 Q1	$237K	Buy	+4,032	New	+$258K	0.2%	160

Other funds holding CMS

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ethic Inc's CMS Position: Q2 2026 in Review

Ethic Inc increased its CMS Energy (CMS) stake by 405% in Q2 2026, buying an estimated $3.08M and bringing the position to 51,166 shares worth $3.91M. The position accounts for 0.05% of the portfolio, ranked #348.

Ethic Inc first reported a position in CMS in Q1 2020 and has held it in 10 quarters since. 263 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Ethic Inc held 51,166 shares of CMS Energy worth $3.91M as of Q2 2026.
Ethic Inc bought 41,030 CMS Energy shares in Q2 2026, an estimated $3.08M.
CMS Energy made up 0.05% of Ethic Inc's portfolio in Q2 2026, its #348 holding.
Ethic Inc first reported a position in CMS Energy in Q1 2020 and has held it in 10 quarters since.
263 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.