IIM
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Intact Investment Management’s CMS Energy CMS Stock Holding History

Intact Investment Management’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 		$5.71M Sell
74,600
-6,100
-8% -$457K 0.16% 121
2026
Q1 		$6.26M Sell
80,700
-1,000
-1% -$74.2K 0.18% 114
2025
Q4 		$5.71M Hold
81,700
– – 0.16% 122
2025
Q3 		$5.99M Buy
81,700
+7,100
+10% +$510K 0.18% 105
2025
Q2 		$5.17M Sell
74,600
-4,300
-5% -$306K 0.17% 116
2025
Q1 		$5.93M Sell
78,900
-16,800
-18% -$1.17M 0.2% 108
2024
Q4 		$6.38M Buy
95,700
+22,740
+31% +$1.56M 0.22% 101
2024
Q3 		$5.15M Buy
+72,960
New +$4.79M 0.17% 130
2023
Q4 		– Sell
-58,700
Closed -$3.12M – 258
2023
Q3 		$3.12M Hold
58,700
– – 0.13% 137
2023
Q2 		$3.45M Buy
58,700
+19,500
+50% +$1.18M 0.14% 137
2023
Q1 		$2.41M Hold
39,200
– – 0.1% 146
2022
Q4 		$2.48M Buy
+39,200
New +$2.32M 0.11% 148
2021
Q2 		– Sell
-77,600
Closed -$4.75M – 238
2021
Q1 		$4.75M Buy
77,600
+48,500
+167% +$2.79M 0.14% 121
2020
Q4 		$1.77M Buy
29,100
+17,700
+155% +$1.11M 0.06% 179
2020
Q3 		$700K Buy
11,400
+2,600
+30% +$159K 0.02% 200
2020
Q2 		$514K Buy
+8,800
New +$510K 0.02% 218
2016
Q2 		– Sell
-7,500
Closed -$318K – 266
2016
Q1 		$318K Sell
7,500
-7,100
-49% -$278K 0.01% 224
2015
Q4 		$526K Hold
14,600
– – 0.02% 184
2015
Q3 		$515K Hold
14,600
– – 0.02% 178
2015
Q2 		$465K Hold
14,600
– – 0.02% 193
2015
Q1 		$509K Hold
14,600
– – 0.02% 208
2014
Q4 		$507K Hold
14,600
– – 0.02% 213
2014
Q3 		$433K Hold
14,600
– – 0.02% 222
2014
Q2 		$455K Hold
14,600
– – 0.02% 194
2014
Q1 		$427K Sell
14,600
-2,100
-13% -$58.2K 0.02% 197
2013
Q4 		$447K Buy
16,700
+700
+4% +$18.8K 0.02% 163
2013
Q3 		$421K Buy
+16,000
New +$435K 0.02% 164

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

Intact Investment Management's CMS Position: Q2 2026 in Review

Intact Investment Management reduced its CMS Energy (CMS) stake by 7.6% in Q2 2026, selling an estimated $457K and leaving 74,600 shares worth $5.71M. The position accounts for 0.16% of the portfolio, ranked #121.

Intact Investment Management first reported a position in CMS in Q3 2013 and has held it in 27 quarters since. The position peaked at $6.38M in Q4 2024. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Intact Investment Management held 74,600 shares of CMS Energy worth $5.71M as of Q2 2026.
  • Intact Investment Management sold 6,100 CMS Energy shares in Q2 2026, an estimated $457K.
  • CMS Energy made up 0.16% of Intact Investment Management's portfolio in Q2 2026, its #121 holding.
  • Intact Investment Management first reported a position in CMS Energy in Q3 2013 and has held it in 27 quarters since.
  • Intact Investment Management's CMS Energy position peaked at $6.38M in Q4 2024.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.