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Horizon Investment Services’s CMS Energy CMS Stock Holding History

Horizon Investment 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 		$236K Buy
3,089
+181
+6% +$13.6K 0.07% 135
2026
Q1 		$226K Buy
+2,908
New +$216K 0.08% 129
2021
Q1 		– Sell
-4,843
Closed -$296K – 110
2020
Q4 		$296K Sell
4,843
-219
-4% -$13.7K 0.18% 87
2020
Q3 		$311K Buy
+5,062
New +$310K 0.21% 83
2020
Q1 		– Sell
-9,578
Closed -$602K – 95
2019
Q4 		$602K Sell
9,578
-1,643
-15% -$102K 0.4% 60
2019
Q3 		$718K Sell
11,221
-41
-0.4% -$2.49K 0.48% 55
2019
Q2 		$652K Sell
11,262
-93
-0.8% -$5.22K 0.44% 53
2019
Q1 		$631K Sell
11,355
-950
-8% -$50.1K 0.43% 56
2018
Q4 		$611K Sell
12,305
-3,371
-22% -$170K 0.48% 49
2018
Q3 		$768K Sell
15,676
-819
-5% -$39.9K 0.4% 51
2018
Q2 		$780K Sell
16,495
-271
-2% -$12.2K 0.39% 56
2018
Q1 		$759K Buy
16,766
+209
+1% +$9.17K 0.34% 60
2017
Q4 		$783K Buy
16,557
+198
+1% +$9.59K 0.32% 61
2017
Q3 		$758K Buy
+16,359
New +$772K 0.32% 62
2016
Q3 		– Sell
-17,763
Closed -$815K – 110
2016
Q2 		$815K Buy
17,763
+313
+2% +$13.2K 0.41% 52
2016
Q1 		$741K Buy
17,450
+984
+6% +$38.5K 0.34% 55
2015
Q4 		$594K Buy
16,466
+1,869
+13% +$66.6K 0.25% 68
2015
Q3 		$516K Buy
14,597
+114
+0.8% +$3.85K 0.25% 60
2015
Q2 		$461K Buy
14,483
+23
+0.2% +$773 0.18% 73
2015
Q1 		$505K Buy
14,460
+2,164
+18% +$76.8K 0.21% 66
2014
Q4 		$427K Buy
12,296
+811
+7% +$26.5K 0.2% 77
2014
Q3 		$341K Sell
11,485
-347
-3% -$10.4K 0.17% 83
2014
Q2 		$369K Buy
11,832
+149
+1% +$4.43K 0.18% 88
2014
Q1 		$354K Buy
11,683
+1,123
+11% +$31.1K 0.19% 80
2013
Q4 		$283K Buy
10,560
+1,045
+11% +$28.1K 0.17% 84
2013
Q3 		$250K Buy
9,515
+1,683
+21% +$45.7K 0.17% 82
2013
Q2 		$213K Buy
+7,832
New +$220K 0.17% 87

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

Horizon Investment Services's CMS Position: Q2 2026 in Review

Horizon Investment Services increased its CMS Energy (CMS) stake by 6.2% in Q2 2026, buying an estimated $13.6K and bringing the position to 3,089 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #135.

Horizon Investment Services first reported a position in CMS in Q2 2013 and has held it in 27 quarters since. The position peaked at $815K in Q2 2016. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Horizon Investment Services held 3,089 shares of CMS Energy worth $236K as of Q2 2026.
  • Horizon Investment Services bought 181 CMS Energy shares in Q2 2026, an estimated $13.6K.
  • CMS Energy made up 0.07% of Horizon Investment Services's portfolio in Q2 2026, its #135 holding.
  • Horizon Investment Services first reported a position in CMS Energy in Q2 2013 and has held it in 27 quarters since.
  • Horizon Investment Services's CMS Energy position peaked at $815K in Q2 2016.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.