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IEQ Capital’s CMS Energy CMS Stock Holding History

IEQ Capital’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 		$687K Buy
+8,978
New +$673K ﹤0.01% 1263
2025
Q2 		– Sell
-13,372
Closed -$1M – 1847
2025
Q1 		$1M Buy
+13,372
New +$934K 0.01% 759
2024
Q4 		– Sell
-8,075
Closed -$570K – 1354
2024
Q3 		$570K Sell
8,075
-2,936
-27% -$193K 0.01% 712
2024
Q2 		$655K Buy
11,011
+698
+7% +$42.3K 0.01% 579
2024
Q1 		$622K Buy
10,313
+492
+5% +$28.5K 0.01% 569
2023
Q4 		$570K Sell
9,821
-205
-2% -$11.4K 0.01% 543
2023
Q3 		$532K Sell
10,026
-35
-0.3% -$2.03K 0.01% 550
2023
Q2 		$591K Buy
10,061
+373
+4% +$22.5K 0.01% 510
2023
Q1 		$595K Buy
9,688
+946
+11% +$58.1K 0.01% 520
2022
Q4 		$554K Buy
8,742
+2,820
+48% +$167K 0.02% 490
2022
Q3 		$345K Buy
+5,922
New +$398K 0.01% 628

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

IEQ Capital's CMS Position: Q2 2026 in Review

IEQ Capital opened a new position in CMS Energy (CMS) in Q2 2026: 8,978 shares worth $687K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: IEQ Capital previously reported a position in CMS as recently as Q1 2025.

IEQ Capital first reported a position in CMS in Q3 2022 and has held it in 11 quarters since. The position peaked at $1M in Q1 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • IEQ Capital held 8,978 shares of CMS Energy worth $687K as of Q2 2026.
  • CMS Energy was a new IEQ Capital position in Q2 2026.
  • CMS Energy made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1263 holding.
  • IEQ Capital first reported a position in CMS Energy in Q3 2022 and has held it in 11 quarters since.
  • IEQ Capital's CMS Energy position peaked at $1M in Q1 2025.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.