Matthew Hamilton Rosenberg’s CMS Energy CMS Stock Holding History

Matthew Hamilton Rosenberg’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	$7.04K	Hold	92	–	–	﹤0.01%	666
2026 Q1	$7.14K	Hold	92	–	–	﹤0.01%	653
2025 Q4	$6.43K	Hold	92	–	–	﹤0.01%	669
2025 Q3	$6.74K	Hold	92	–	–	﹤0.01%	670
2025 Q2	$6.37K	Hold	92	–	–	﹤0.01%	706
2025 Q1	$6.91K	Hold	92	–	–	﹤0.01%	679
2024 Q4	$6.13K	Hold	92	–	–	﹤0.01%	674
2024 Q3	$6.5K	Hold	92	–	–	﹤0.01%	669
2024 Q2	$5.41K	Hold	92	–	–	﹤0.01%	651
2024 Q1	$5.52K	Hold	92	–	–	﹤0.01%	684
2023 Q4	$5.34K	Buy	+92	New	+$5.14K	﹤0.01%	693

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Matthew Hamilton Rosenberg's CMS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its CMS Energy (CMS) position steady in Q2 2026 at 92 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Matthew Hamilton Rosenberg first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.14K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Matthew Hamilton Rosenberg held 92 shares of CMS Energy worth $7.04K as of Q2 2026.
Matthew Hamilton Rosenberg left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #666 holding.
Matthew Hamilton Rosenberg first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
Matthew Hamilton Rosenberg's CMS Energy position peaked at $7.14K in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.