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LRI Investments’s CMS Energy CMS Stock Holding History

LRI Investments’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 		$14.6K Buy
191
+15
+9% +$1.12K ﹤0.01% 855
2026
Q1 		$13.7K Buy
+176
New +$13.1K ﹤0.01% 798
2024
Q3 		– Sell
-187
Closed -$11.1K – 1160
2024
Q2 		$11.1K Hold
187
– – ﹤0.01% 729
2024
Q1 		$11.3K Buy
+187
New +$10.8K ﹤0.01% 481

Other funds holding CMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Assenagon Asset Management
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

LRI Investments's CMS Position: Q2 2026 in Review

LRI Investments increased its CMS Energy (CMS) stake by 8.5% in Q2 2026, buying an estimated $1.12K and bringing the position to 191 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

LRI Investments first reported a position in CMS in Q1 2024 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • LRI Investments held 191 shares of CMS Energy worth $14.6K as of Q2 2026.
  • LRI Investments bought 15 CMS Energy shares in Q2 2026, an estimated $1.12K.
  • CMS Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #855 holding.
  • LRI Investments first reported a position in CMS Energy in Q1 2024 and has held it in 4 quarters since.
  • 297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.