KCM
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Key Capital Management’s CMS Energy CMS Stock Holding History

Key Capital 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 		$2.37K Hold
31
– – ﹤0.01% 554
2026
Q1 		$2.4K Buy
31
+25
+417% +$1.85K ﹤0.01% 499
2025
Q4 		$420 Buy
+6
New +$436 ﹤0.01% 491

Other funds holding CMS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Key Capital Management's CMS Position: Q2 2026 in Review

Key Capital Management held its CMS Energy (CMS) position steady in Q2 2026 at 31 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Key Capital Management first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.4K in Q1 2026. 390 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Key Capital Management held 31 shares of CMS Energy worth $2.37K as of Q2 2026.
  • Key Capital Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #554 holding.
  • Key Capital Management first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's CMS Energy position peaked at $2.4K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.