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Machina Capital’s CMS Energy CMS Stock Holding History

Machina Capital’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 		– Sell
-21,558
Closed -$1.67M – 390
2026
Q1 		$1.67M Sell
21,558
-13,333
-38% -$990K 0.33% 108
2025
Q4 		$2.44M Buy
34,891
+19,934
+133% +$1.45M 0.47% 73
2025
Q3 		$1.1M Buy
+14,957
New +$1.07M 0.19% 168
2024
Q4 		– Sell
-14,359
Closed -$1.01M – 289
2024
Q3 		$1.01M Buy
+14,359
New +$942K 0.4% 89
2023
Q4 		– Sell
-6,264
Closed -$333K – 265
2023
Q3 		$333K Sell
6,264
-8,374
-57% -$485K 0.19% 191
2023
Q2 		$860K Buy
14,638
+11,839
+423% +$714K 0.49% 72
2023
Q1 		$172K Buy
+2,799
New +$172K 0.15% 202
2022
Q4 		– Sell
-9,651
Closed -$562K – 156
2022
Q3 		$562K Buy
+9,651
New +$649K 1.19% 12

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

Machina Capital's CMS Position: Q2 2026 in Review

Machina Capital sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 21,558 shares — an estimated $1.67M sold.

Machina Capital first reported a position in CMS in Q3 2022 and held it in 8 quarters. The position peaked at $2.44M in Q4 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Machina Capital reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Machina Capital sold 21,558 CMS Energy shares in Q2 2026, an estimated $1.67M.
  • Machina Capital first reported a position in CMS Energy in Q3 2022 and held it in 8 quarters.
  • Machina Capital's CMS Energy position peaked at $2.44M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.