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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
Q1 		– Sell
-51,700
Closed -$3.62M – 1807
2025
Q4 		$3.62M Buy
+51,700
New +$3.76M 0.02% 578
2024
Q4 		– Sell
-38,500
Closed -$2.72M – 1623
2024
Q3 		$2.72M Buy
+38,500
New +$2.53M 0.02% 489
2024
Q1 		– Sell
-50,100
Closed -$2.91M – 1663
2023
Q4 		$2.91M Buy
50,100
+3,500
+8% +$195K 0.02% 571
2023
Q3 		$2.47M Buy
+46,600
New +$2.7M 0.02% 557

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

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.