MIM
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MTM Investment Management’s CMS Energy CMS Stock Holding History

MTM Investment 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
Q1 		– Sell
-18
Closed -$1.26K – 713
2025
Q4 		$1.26K Hold
18
– – ﹤0.01% 659
2025
Q3 		$1.32K Sell
18
-140
-89% -$10.1K ﹤0.01% 671
2025
Q2 		$10.9K Buy
+158
New +$11.3K ﹤0.01% 525

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MTM Investment Management's CMS Position: Q1 2026 in Review

MTM Investment Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 18 shares — an estimated $1.26K sold.

MTM Investment Management first reported a position in CMS in Q2 2025 and held it in 3 quarters. The position peaked at $10.9K in Q2 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • MTM Investment Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • MTM Investment Management sold 18 CMS Energy shares in Q1 2026, an estimated $1.26K.
  • MTM Investment Management first reported a position in CMS Energy in Q2 2025 and held it in 3 quarters.
  • MTM Investment Management's CMS Energy position peaked at $10.9K in Q2 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.