Jefferies Financial Group’s CMS Energy CMS Stock Holding History

Jefferies Financial Group’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	$2.11M	Buy	+27,532	New	+$2.06M	0.01%	676
2026 Q1	–	Sell	-1,668	Closed	-$117K	–	1808
2025 Q4	$117K	Buy	+1,668	New	+$121K	﹤0.01%	1688
2024 Q4	–	Sell	-38,099	Closed	-$2.69M	–	1624
2024 Q3	$2.69M	Buy	38,099 +31,417	+470%	+$2.06M	0.02%	493
2024 Q2	$398K	Sell	6,682 -34,209	-84%	-$2.07M	﹤0.01%	1029
2024 Q1	$2.47M	Sell	40,891 -66,426	-62%	-$3.85M	0.02%	523
2023 Q4	$6.23M	Sell	107,317 -6,015	-5%	-$336K	0.04%	334
2023 Q3	$6.02M	Buy	113,332 +96,423	+570%	+$5.58M	0.05%	291
2023 Q2	$993K	Buy	+16,909	New	+$1.02M	0.01%	915

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

Jefferies Financial Group's CMS Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in CMS Energy (CMS) in Q2 2026: 27,532 shares worth $2.11M. The stake represents 0.01% of the portfolio and ranks #676 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in CMS as recently as Q4 2025.

Jefferies Financial Group first reported a position in CMS in Q2 2023 and has held it in 8 quarters since. The position peaked at $6.23M in Q4 2023. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Jefferies Financial Group held 27,532 shares of CMS Energy worth $2.11M as of Q2 2026.
CMS Energy was a new Jefferies Financial Group position in Q2 2026.
CMS Energy made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #676 holding.
Jefferies Financial Group first reported a position in CMS Energy in Q2 2023 and has held it in 8 quarters since.
Jefferies Financial Group's CMS Energy position peaked at $6.23M in Q4 2023.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.