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Havemeyer Place’s CMS Energy CMS Stock Holding History

Havemeyer Place’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 		$432K Buy
+5,648
New +$423K 0.04% 407
2026
Q1 		– Sell
-18,612
Closed -$1.3M – 547
2025
Q4 		$1.3M Buy
+18,612
New +$1.35M 0.26% 130

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 $3.38T AUM 44.17% 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

Havemeyer Place's CMS Position: Q2 2026 in Review

Havemeyer Place opened a new position in CMS Energy (CMS) in Q2 2026: 5,648 shares worth $432K. The stake represents 0.04% of the portfolio and ranks #407 among its holdings. This is a return to the name: Havemeyer Place previously reported a position in CMS as recently as Q4 2025.

Havemeyer Place first reported a position in CMS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Havemeyer Place held 5,648 shares of CMS Energy worth $432K as of Q2 2026.
  • CMS Energy was a new Havemeyer Place position in Q2 2026.
  • CMS Energy made up 0.04% of Havemeyer Place's portfolio in Q2 2026, its #407 holding.
  • Havemeyer Place first reported a position in CMS Energy in Q4 2025 and has held it in 2 quarters since.
  • Havemeyer Place's CMS Energy position peaked at $1.3M in Q4 2025.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.