Moment Partners’s CMS Energy CMS Stock Holding History

Moment Partners’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	$350K	Buy	4,579 +358	+8%	+$26.8K	0.06%	76
2026 Q1	$327K	Sell	4,221 -20	-0.5%	-$1.48K	0.06%	87
2025 Q4	$297K	Sell	4,241 -1,019	-19%	-$74.1K	0.06%	84
2025 Q3	$385K	Buy	5,260 +246	+5%	+$17.7K	0.07%	84
2025 Q2	$347K	Buy	5,014 +182	+4%	+$13K	0.07%	88
2025 Q1	$363K	Sell	4,832 -23	-0.5%	-$1.61K	0.07%	85
2024 Q4	$324K	Buy	+4,855	New	+$334K	0.06%	88

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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 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

Moment Partners's CMS Position: Q2 2026 in Review

Moment Partners increased its CMS Energy (CMS) stake by 8.5% in Q2 2026, buying an estimated $26.8K and bringing the position to 4,579 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #76.

Moment Partners first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q3 2025. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Moment Partners held 4,579 shares of CMS Energy worth $350K as of Q2 2026.
Moment Partners bought 358 CMS Energy shares in Q2 2026, an estimated $26.8K.
CMS Energy made up 0.06% of Moment Partners's portfolio in Q2 2026, its #76 holding.
Moment Partners first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
Moment Partners's CMS Energy position peaked at $385K in Q3 2025.
297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.