Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s CMS Energy CMS Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$42.3M Sell
552,414
-71,839
-12% -$5.38M 0.06% 280
2026
Q1 		$48.4M Buy
624,253
+519,723
+497% +$38.6M 0.08% 203
2025
Q4 		$7.31M Buy
104,530
+15,480
+17% +$1.13M 0.01% 557
2025
Q3 		$6.52M Buy
89,050
+77,118
+646% +$5.54M 0.01% 519
2025
Q2 		$827K Buy
11,932
+8,370
+235% +$596K ﹤0.01% 846
2025
Q1 		$268K Sell
3,562
-19,492
-85% -$1.36M ﹤0.01% 893
2024
Q4 		$1.54M Buy
+23,054
New +$1.59M ﹤0.01% 741
2024
Q2 		– Sell
-3,985
Closed -$240K – 1001
2024
Q1 		$240K Sell
3,985
-908
-19% -$52.6K ﹤0.01% 754
2023
Q4 		$284K Sell
4,893
-95,107
-95% -$5.31M ﹤0.01% 855
2023
Q3 		$5.31M Buy
+100,000
New +$5.79M 0.02% 351
2022
Q4 		– Sell
-10,366
Closed -$604K – 1441
2022
Q3 		$604K Buy
10,366
+6,169
+147% +$415K ﹤0.01% 1029
2022
Q2 		$283K Buy
+4,197
New +$290K ﹤0.01% 1181
2022
Q1 		– Sell
-31,200
Closed -$2.03M – 1714
2021
Q4 		$2.03M Buy
+31,200
New +$1.92M ﹤0.01% 927
2021
Q3 		– Sell
-145,643
Closed -$8.61M – 1734
2021
Q2 		$8.61M Buy
+145,643
New +$9.06M 0.02% 449
2020
Q4 		– Sell
-1,476
Closed -$91K – 1496
2020
Q3 		$91K Sell
1,476
-15,524
-91% -$951K ﹤0.01% 807
2020
Q2 		$993K Buy
17,000
+15,600
+1,114% +$903K 0.01% 461
2020
Q1 		$82K Sell
1,400
-6,400
-82% -$410K ﹤0.01% 664
2019
Q4 		$490K Buy
+7,800
New +$486K ﹤0.01% 787

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's CMS Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its CMS Energy (CMS) stake by 12% in Q2 2026, selling an estimated $5.38M and leaving 552,414 shares worth $42.3M. The position accounts for 0.06% of the portfolio, ranked #280.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in CMS in Q4 2019 and has held it in 18 quarters since. The position peaked at $48.4M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 552,414 shares of CMS Energy worth $42.3M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 71,839 CMS Energy shares in Q2 2026, an estimated $5.38M.
  • CMS Energy made up 0.06% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #280 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in CMS Energy in Q4 2019 and has held it in 18 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's CMS Energy position peaked at $48.4M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.