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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LBP AM's CMS Position: Q1 2026 in Review

LBP AM opened a new position in CMS Energy (CMS) in Q1 2026: 48,268 shares worth $3.74M. The stake represents 0.05% of the portfolio and ranks #232 among its holdings. This is a return to the name: LBP AM previously reported a position in CMS as recently as Q1 2023.

LBP AM first reported a position in CMS in Q4 2022 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

LBP AM held 48,268 shares of CMS Energy worth $3.74M as of Q1 2026.
CMS Energy was a new LBP AM position in Q1 2026.
CMS Energy made up 0.05% of LBP AM's portfolio in Q1 2026, its #232 holding.
LBP AM first reported a position in CMS Energy in Q4 2022 and has held it in 3 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.