J. Safra Asset Management’s CMS Energy CMS Stock Holding History

J. Safra Asset 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	$2.22K	Sell	29 -31	-52%	-$2.32K	﹤0.01%	614
2026 Q1	$4.66K	Hold	60	–	–	﹤0.01%	485
2025 Q4	$4.2K	Buy	+60	New	+$4.36K	﹤0.01%	453
2016 Q4	–	Sell	-724	Closed	-$30K	–	49
2016 Q3	$30K	Hold	724	–	–	0.05%	96
2016 Q2	$33K	Buy	+724	New	+$30.4K	0.05%	131

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's CMS Position: Q2 2026 in Review

J. Safra Asset Management reduced its CMS Energy (CMS) stake by 52% in Q2 2026, selling an estimated $2.32K and leaving 29 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

J. Safra Asset Management first reported a position in CMS in Q2 2016 and has held it in 5 quarters since. The position peaked at $33K in Q2 2016. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

J. Safra Asset Management held 29 shares of CMS Energy worth $2.22K as of Q2 2026.
J. Safra Asset Management sold 31 CMS Energy shares in Q2 2026, an estimated $2.32K.
CMS Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #614 holding.
J. Safra Asset Management first reported a position in CMS Energy in Q2 2016 and has held it in 5 quarters since.
J. Safra Asset Management's CMS Energy position peaked at $33K in Q2 2016.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.