IIM
CMS icon

INTECH Investment Management’s CMS Energy CMS Stock Holding History

INTECH 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 		$1.92M Sell
25,109
-11,127
-31% -$834K 0.02% 730
2026
Q1 		$2.81M Sell
36,236
-21,997
-38% -$1.63M 0.03% 558
2025
Q4 		$4.07M Buy
58,233
+27,829
+92% +$2.02M 0.04% 452
2025
Q3 		$2.23M Sell
30,404
-6,909
-19% -$496K 0.02% 716
2025
Q2 		$2.59M Sell
37,313
-1,084
-3% -$77.2K 0.02% 605
2025
Q1 		$2.88M Sell
38,397
-1,567
-4% -$109K 0.03% 545
2024
Q4 		$2.66M Sell
39,964
-131,703
-77% -$9.06M 0.03% 556
2024
Q3 		$12.1M Sell
171,667
-67,872
-28% -$4.45M 0.14% 142
2024
Q2 		$14.3M Buy
239,539
+165,266
+223% +$10M 0.18% 105
2024
Q1 		$4.48M Buy
74,273
+63,281
+576% +$3.67M 0.06% 247
2023
Q4 		$638K Sell
10,992
-38,542
-78% -$2.15M 0.01% 498
2023
Q3 		$2.63M Sell
49,534
-31,809
-39% -$1.84M 0.04% 316
2023
Q2 		$4.78M Sell
81,343
-294,795
-78% -$17.8M 0.05% 279
2023
Q1 		$23.1M Buy
376,138
+16,525
+5% +$1.02M 0.19% 152
2022
Q4 		$22.8M Sell
359,613
-6,780
-2% -$401K 0.17% 167
2022
Q3 		$21.3M Buy
366,393
+158,521
+76% +$10.7M 0.16% 169
2022
Q2 		$14M Buy
+207,872
New +$14.4M 0.08% 246

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

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

INTECH Investment Management reduced its CMS Energy (CMS) stake by 31% in Q2 2026, selling an estimated $834K and leaving 25,109 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #730.

INTECH Investment Management first reported a position in CMS in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.1M in Q1 2023. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • INTECH Investment Management held 25,109 shares of CMS Energy worth $1.92M as of Q2 2026.
  • INTECH Investment Management sold 11,127 CMS Energy shares in Q2 2026, an estimated $834K.
  • CMS Energy made up 0.02% of INTECH Investment Management's portfolio in Q2 2026, its #730 holding.
  • INTECH Investment Management first reported a position in CMS Energy in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's CMS Energy position peaked at $23.1M in Q1 2023.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.