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Harbour Investments’s CMS Energy CMS Stock Holding History

Harbour Investments’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 		$205K Sell
2,674
-1,540
-37% -$115K ﹤0.01% 1595
2026
Q1 		$327K Buy
4,214
+1,484
+54% +$110K 0.01% 1262
2025
Q4 		$191K Buy
2,730
+1,412
+107% +$103K ﹤0.01% 1305
2025
Q3 		$96.6K Buy
1,318
+40
+3% +$2.87K ﹤0.01% 1588
2025
Q2 		$88.6K Buy
1,278
+168
+15% +$12K ﹤0.01% 1560
2025
Q1 		$83.4K Buy
1,110
+306
+38% +$21.4K ﹤0.01% 1520
2024
Q4 		$53.6K Buy
804
+4
+0.5% +$275 ﹤0.01% 1672
2024
Q3 		$56.5K Sell
800
-48
-6% -$3.15K ﹤0.01% 1598
2024
Q2 		$50.5K Hold
848
– – ﹤0.01% 1540
2024
Q1 		$51.2K Sell
848
-169
-17% -$9.79K ﹤0.01% 1514
2023
Q4 		$59.1K Buy
1,017
+30
+3% +$1.68K ﹤0.01% 1387
2023
Q3 		$52.4K Hold
987
– – ﹤0.01% 1330
2023
Q2 		$58K Hold
987
– – ﹤0.01% 1295
2023
Q1 		$60.6K Sell
987
-49
-5% -$3.01K ﹤0.01% 1271
2022
Q4 		$65.6K Buy
1,036
+8
+0.8% +$473 ﹤0.01% 1192
2022
Q3 		$69K Hold
1,028
– – ﹤0.01% 1134
2022
Q2 		$69K Buy
+1,028
New +$71K ﹤0.01% 1134
2021
Q4 		$48K Sell
741
-13,856
-95% -$851K ﹤0.01% 1283
2021
Q3 		$872K Sell
14,597
-262
-2% -$16.3K 0.03% 481
2021
Q2 		$878K Buy
14,859
+184
+1% +$11.4K 0.03% 490
2021
Q1 		$898K Buy
+14,675
New +$843K 0.03% 443

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

Harbour Investments's CMS Position: Q2 2026 in Review

Harbour Investments reduced its CMS Energy (CMS) stake by 37% in Q2 2026, selling an estimated $115K and leaving 2,674 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Harbour Investments first reported a position in CMS in Q1 2021 and has held it in 21 quarters since. The position peaked at $898K in Q1 2021. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Harbour Investments held 2,674 shares of CMS Energy worth $205K as of Q2 2026.
  • Harbour Investments sold 1,540 CMS Energy shares in Q2 2026, an estimated $115K.
  • CMS Energy made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1595 holding.
  • Harbour Investments first reported a position in CMS Energy in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's CMS Energy position peaked at $898K in Q1 2021.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.