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Fisher Funds Management’s CMS Energy CMS Stock Holding History

Fisher Funds Management’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 		$32.8M Sell
429,193
-96,554
-18% -$7.24M 0.93% 30
2026
Q1 		$40.8M Buy
525,747
+17,189
+3% +$1.28M 1.2% 27
2025
Q4 		$35.6M Sell
508,558
-34,554
-6% -$2.51M 0.92% 34
2025
Q3 		$39.8M Sell
543,112
-237,494
-30% -$17.1M 1.05% 31
2025
Q2 		$54.1M Hold
780,606
– – 1.28% 26
2025
Q1 		$58.6M Sell
780,606
-31,140
-4% -$2.17M 1.42% 22
2024
Q4 		$53.9M Buy
+811,746
New +$55.8M 1.3% 24

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

Fisher Funds Management's CMS Position: Q2 2026 in Review

Fisher Funds Management reduced its CMS Energy (CMS) stake by 18% in Q2 2026, selling an estimated $7.24M and leaving 429,193 shares worth $32.8M. The position accounts for 0.93% of the portfolio, ranked #30.

Fisher Funds Management first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.6M in Q1 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Fisher Funds Management held 429,193 shares of CMS Energy worth $32.8M as of Q2 2026.
  • Fisher Funds Management sold 96,554 CMS Energy shares in Q2 2026, an estimated $7.24M.
  • CMS Energy made up 0.93% of Fisher Funds Management's portfolio in Q2 2026, its #30 holding.
  • Fisher Funds Management first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • Fisher Funds Management's CMS Energy position peaked at $58.6M in Q1 2025.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.