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NBC Securities’s CMS Energy CMS Stock Holding History

NBC Securities’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 		$32.1K Sell
420
-34
-7% -$2.55K ﹤0.01% 1466
2026
Q1 		$35.2K Sell
454
-510
-53% -$37.9K ﹤0.01% 1457
2025
Q4 		$67.4K Sell
964
-12
-1% -$873 0.01% 1221
2025
Q3 		$71.5K Sell
976
-61
-6% -$4.38K 0.01% 1187
2025
Q2 		$71K Buy
1,037
+38
+4% +$2.71K 0.01% 1186
2025
Q1 		$75K Buy
+999
New +$69.8K 0.01% 1040
2024
Q4 		– Sell
-44,947
Closed -$3.17M – 1406
2024
Q3 		$3.17M Sell
44,947
-252
-0.6% -$16.5K 0.27% 80
2024
Q2 		$2.69M Buy
45,199
+1,807
+4% +$109K 0.24% 87
2024
Q1 		$2.62M Sell
43,392
-853
-2% -$49.4K 0.25% 89
2023
Q4 		$2.57M Sell
44,245
-818
-2% -$45.7K 0.26% 88
2023
Q3 		$2.39M Buy
+45,063
New +$2.61M 0.26% 83

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

NBC Securities's CMS Position: Q2 2026 in Review

NBC Securities reduced its CMS Energy (CMS) stake by 7.5% in Q2 2026, selling an estimated $2.55K and leaving 420 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

NBC Securities first reported a position in CMS in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.17M in Q3 2024. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • NBC Securities held 420 shares of CMS Energy worth $32.1K as of Q2 2026.
  • NBC Securities sold 34 CMS Energy shares in Q2 2026, an estimated $2.55K.
  • CMS Energy made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1466 holding.
  • NBC Securities first reported a position in CMS Energy in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's CMS Energy position peaked at $3.17M in Q3 2024.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.