Investors Research Corp’s CMS Energy CMS Stock Holding History

Investors Research Corp’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	-19	Closed	-$1.47K	–	819
2026 Q1	$1.47K	Buy	+19	New	+$1.41K	﹤0.01%	732
2022 Q1	–	Sell	-151	Closed	-$10K	–	1032
2021 Q4	$10K	Hold	151	–	–	﹤0.01%	763
2021 Q3	$9K	Hold	151	–	–	﹤0.01%	796
2021 Q2	$9K	Hold	151	–	–	﹤0.01%	789
2021 Q1	$9K	Hold	151	–	–	﹤0.01%	787
2020 Q4	$9K	Hold	151	–	–	﹤0.01%	864
2020 Q3	$9K	Hold	151	–	–	﹤0.01%	837
2020 Q2	$9K	Hold	151	–	–	﹤0.01%	814
2020 Q1	$9K	Hold	151	–	–	0.01%	792
2019 Q4	$9K	Hold	151	–	–	﹤0.01%	858
2019 Q3	$10K	Buy	+151	New	+$9.17K	0.01%	840

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Investors Research Corp's CMS Position: Q2 2026 in Review

Investors Research Corp sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 19 shares — an estimated $1.47K sold.

Investors Research Corp first reported a position in CMS in Q3 2019 and held it in 11 quarters. The position peaked at $10K in Q4 2021. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Investors Research Corp reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Investors Research Corp sold 19 CMS Energy shares in Q2 2026, an estimated $1.47K.
Investors Research Corp first reported a position in CMS Energy in Q3 2019 and held it in 11 quarters.
Investors Research Corp's CMS Energy position peaked at $10K in Q4 2021.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.