FFO
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Fortitude Family Office’s CMS Energy CMS Stock Holding History

Fortitude Family Office’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 		$14.9K Buy
195
+4
+2% +$300 ﹤0.01% 632
2026
Q1 		$14.8K Buy
191
+17
+10% +$1.26K ﹤0.01% 521
2025
Q4 		$12.2K Sell
174
-19
-10% -$1.38K ﹤0.01% 519
2025
Q3 		$14.1K Buy
193
+2
+1% +$144 ﹤0.01% 476
2025
Q2 		$13.2K Buy
191
+50
+35% +$3.56K ﹤0.01% 472
2025
Q1 		$10.6K Hold
141
– – ﹤0.01% 524
2024
Q4 		$9.4K Buy
141
+71
+101% +$4.88K ﹤0.01% 647
2024
Q3 		$4.94K Hold
70
– – ﹤0.01% 793
2024
Q2 		$4.17K Hold
70
– – ﹤0.01% 658
2024
Q1 		$4.22K Sell
70
-25
-26% -$1.45K ﹤0.01% 679
2023
Q4 		$5.52K Buy
+95
New +$5.31K ﹤0.01% 569

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

Fortitude Family Office's CMS Position: Q2 2026 in Review

Fortitude Family Office increased its CMS Energy (CMS) stake by 2.1% in Q2 2026, buying an estimated $300 and bringing the position to 195 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Fortitude Family Office first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Fortitude Family Office held 195 shares of CMS Energy worth $14.9K as of Q2 2026.
  • Fortitude Family Office bought 4 CMS Energy shares in Q2 2026, an estimated $300.
  • CMS Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #632 holding.
  • Fortitude Family Office first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.