LA
CMS icon

LBP AM’s CMS Energy CMS Stock Holding History

LBP AM’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 		$11.1M Buy
144,772
+96,504
+200% +$7.23M 0.11% 166
2026
Q1 		$3.74M Buy
+48,268
New +$3.58M 0.05% 232
2023
Q2 		– Sell
-48,540
Closed -$2.98M – 432
2023
Q1 		$2.98M Sell
48,540
-2,153
-4% -$132K 0.08% 226
2022
Q4 		$3.21M Buy
+50,693
New +$3M 0.09% 217

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 $3.37T AUM 44.26% 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

LBP AM's CMS Position: Q2 2026 in Review

LBP AM increased its CMS Energy (CMS) stake by 200% in Q2 2026, buying an estimated $7.23M and bringing the position to 144,772 shares worth $11.1M. The position accounts for 0.11% of the portfolio, ranked #166.

LBP AM first reported a position in CMS in Q4 2022 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • LBP AM held 144,772 shares of CMS Energy worth $11.1M as of Q2 2026.
  • LBP AM bought 96,504 CMS Energy shares in Q2 2026, an estimated $7.23M.
  • CMS Energy made up 0.11% of LBP AM's portfolio in Q2 2026, its #166 holding.
  • LBP AM first reported a position in CMS Energy in Q4 2022 and has held it in 4 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.