Harel Insurance Investments & Financial Services’s CMS Energy CMS Stock Holding History

Harel Insurance Investments & Financial Services’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	$32K	Sell	417 -857	-67%	-$64.2K	﹤0.01%	483
2026 Q1	$99K	Buy	1,274 +942	+284%	+$69.9K	﹤0.01%	373
2025 Q4	$23K	Buy	332 +21	+7%	+$1.53K	﹤0.01%	383
2025 Q3	$23K	Buy	+311	New	+$22.3K	﹤0.01%	416

Other funds holding CMS

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CMS Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its CMS Energy (CMS) stake by 67% in Q2 2026, selling an estimated $64.2K and leaving 417 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Harel Insurance Investments & Financial Services first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $99K in Q1 2026. 579 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Harel Insurance Investments & Financial Services held 417 shares of CMS Energy worth $32K as of Q2 2026.
Harel Insurance Investments & Financial Services sold 857 CMS Energy shares in Q2 2026, an estimated $64.2K.
CMS Energy made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #483 holding.
Harel Insurance Investments & Financial Services first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
Harel Insurance Investments & Financial Services's CMS Energy position peaked at $99K in Q1 2026.
579 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.