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CMS icon

Inspire Investing’s CMS Energy CMS Stock Holding History

Inspire Investing’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 		– Sell
-46,495
Closed -$3.61M – 1274
2026
Q1 		$3.61M Buy
46,495
+12,637
+37% +$938K 0.21% 100
2025
Q4 		$2.37M Buy
33,858
+2,942
+10% +$214K 0.21% 122
2025
Q3 		$2.26M Sell
30,916
-1,652
-5% -$119K 0.22% 117
2025
Q2 		$2.26M Buy
32,568
+2,129
+7% +$152K 0.25% 99
2025
Q1 		$2.29M Buy
30,439
+284
+0.9% +$19.8K 0.27% 84
2024
Q4 		$2.01M Sell
30,155
-212
-0.7% -$14.6K 0.22% 100
2024
Q3 		$2.14M Sell
30,367
-2,542
-8% -$167K 0.22% 105
2024
Q2 		$1.96M Sell
32,909
-5,478
-14% -$332K 0.23% 114
2024
Q1 		$2.32M Buy
+38,387
New +$2.22M 0.24% 102
2020
Q2 		– Sell
-7,190
Closed -$422K – 541
2020
Q1 		$422K Sell
7,190
-4,222
-37% -$270K 0.17% 120
2019
Q4 		$717K Buy
11,412
+167
+1% +$10.4K 0.26% 92
2019
Q3 		$719K Sell
11,245
-3,014
-21% -$183K 0.27% 79
2019
Q2 		$826K Buy
14,259
+1,053
+8% +$59.1K 0.35% 64
2019
Q1 		$733K Buy
13,206
+2,346
+22% +$124K 0.34% 65
2018
Q4 		$539K Buy
10,860
+3,976
+58% +$201K 0.36% 60
2018
Q3 		$337K Buy
6,884
+829
+14% +$40.4K 0.21% 118
2018
Q2 		$286K Buy
6,055
+442
+8% +$20K 0.2% 140
2018
Q1 		$254K Buy
5,613
+1,871
+50% +$82.1K 0.26% 86
2017
Q4 		$177K Buy
+3,742
New +$181K 0.15% 143

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

Inspire Investing's CMS Position: Q2 2026 in Review

Inspire Investing sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 46,495 shares — an estimated $3.61M sold.

Inspire Investing first reported a position in CMS in Q4 2017 and held it in 19 quarters. The position peaked at $3.61M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Inspire Investing reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Inspire Investing sold 46,495 CMS Energy shares in Q2 2026, an estimated $3.61M.
  • Inspire Investing first reported a position in CMS Energy in Q4 2017 and held it in 19 quarters.
  • Inspire Investing's CMS Energy position peaked at $3.61M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.