Longboard Asset Management’s CMS Energy CMS Stock Holding History

Longboard Asset 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	$228K	Hold	2,982	–	–	3.82%	10
2026 Q1	$231K	Hold	2,982	–	–	4%	9
2025 Q4	$209K	Hold	2,982	–	–	1.33%	56
2025 Q3	$218K	Hold	2,982	–	–	0.35%	172
2025 Q2	$207K	Hold	2,982	–	–	0.51%	142
2025 Q1	$224K	Buy	+2,982	New	+$208K	0.66%	73

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Longboard Asset Management's CMS Position: Q2 2026 in Review

Longboard Asset Management held its CMS Energy (CMS) position steady in Q2 2026 at 2,982 shares worth $228K. The position accounts for 3.82% of the portfolio, ranked #10.

Longboard Asset Management first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $231K in Q1 2026. 280 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Longboard Asset Management held 2,982 shares of CMS Energy worth $228K as of Q2 2026.
Longboard Asset Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 3.82% of Longboard Asset Management's portfolio in Q2 2026, its #10 holding.
Longboard Asset Management first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
Longboard Asset Management's CMS Energy position peaked at $231K in Q1 2026.
280 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Longboard Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.