Evansbrook’s CMS Energy CMS Stock Holding History

Evansbrook’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	$344K	Hold	4,499	–	–	0.21%	93
2026 Q1	$349K	Hold	4,499	–	–	0.23%	89
2025 Q4	$315K	Buy	+4,499	New	+$327K	0.21%	92

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evansbrook's CMS Position: Q2 2026 in Review

Evansbrook held its CMS Energy (CMS) position steady in Q2 2026 at 4,499 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #93.

Evansbrook first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q1 2026. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Evansbrook held 4,499 shares of CMS Energy worth $344K as of Q2 2026.
Evansbrook left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.21% of Evansbrook's portfolio in Q2 2026, its #93 holding.
Evansbrook first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
Evansbrook's CMS Energy position peaked at $349K in Q1 2026.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Evansbrook's 13F filing for Q2 2026, filed 4 Aug 2026.