MCM
CMS icon

MAI Capital Management’s CMS Energy CMS Stock Holding History

MAI Capital 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 		$525K Buy
6,866
+4,296
+167% +$322K ﹤0.01% 1281
2026
Q1 		$199K Buy
2,570
+1,057
+70% +$78.5K ﹤0.01% 1458
2025
Q4 		$106K Sell
1,513
-129
-8% -$9.38K ﹤0.01% 1612
2025
Q3 		$120K Sell
1,642
-134
-8% -$9.63K ﹤0.01% 1480
2025
Q2 		$123K Buy
1,776
+204
+13% +$14.5K ﹤0.01% 1395
2025
Q1 		$118K Buy
1,572
+3
+0.2% +$210 ﹤0.01% 1334
2024
Q4 		$105K Buy
+1,569
New +$108K ﹤0.01% 1413
2020
Q2 		– Sell
-5,693
Closed -$334K – 553
2020
Q1 		$334K Sell
5,693
-577
-9% -$36.9K 0.01% 427
2019
Q4 		$394K Hold
6,270
– – 0.01% 420
2019
Q3 		$401K Sell
6,270
-74
-1% -$4.49K 0.02% 383
2019
Q2 		$367K Buy
6,344
+1,514
+31% +$85K 0.02% 389
2019
Q1 		$268K Sell
4,830
-20
-0.4% -$1.05K 0.01% 367
2018
Q4 		$241K Buy
4,850
+20
+0.4% +$1.01K 0.01% 379
2018
Q3 		$237K Sell
4,830
-5
-0.1% -$244 0.01% 412
2018
Q2 		$229K Buy
+4,835
New +$218K 0.01% 421

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

MAI Capital Management's CMS Position: Q2 2026 in Review

MAI Capital Management increased its CMS Energy (CMS) stake by 167% in Q2 2026, buying an estimated $322K and bringing the position to 6,866 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

MAI Capital Management first reported a position in CMS in Q2 2018 and has held it in 15 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • MAI Capital Management held 6,866 shares of CMS Energy worth $525K as of Q2 2026.
  • MAI Capital Management bought 4,296 CMS Energy shares in Q2 2026, an estimated $322K.
  • CMS Energy made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1281 holding.
  • MAI Capital Management first reported a position in CMS Energy in Q2 2018 and has held it in 15 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.