NIM
CMS icon

NEOS Investment Management’s CMS Energy CMS Stock Holding History

NEOS 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
Q2 		$3.83M Buy
50,112
+4,490
+10% +$337K 0.01% 413
2026
Q1 		$3.54M Buy
45,622
+2,722
+6% +$202K 0.02% 391
2025
Q4 		$3M Buy
42,900
+7,426
+21% +$540K 0.02% 415
2025
Q3 		$2.6M Buy
35,474
+10,323
+41% +$742K 0.02% 399
2025
Q2 		$1.74M Buy
25,151
+5,349
+27% +$381K 0.02% 396
2025
Q1 		$1.49M Buy
19,802
+3,759
+23% +$263K 0.03% 379
2024
Q4 		$1.07M Buy
16,043
+3,730
+30% +$257K 0.03% 399
2024
Q3 		$870K Buy
12,313
+2,436
+25% +$160K 0.03% 401
2024
Q2 		$588K Buy
9,877
+2,988
+43% +$181K 0.02% 417
2024
Q1 		$416K Buy
6,889
+2,750
+66% +$159K 0.03% 428
2023
Q4 		$240K Buy
+4,139
New +$231K 0.02% 457

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

NEOS Investment Management's CMS Position: Q2 2026 in Review

NEOS Investment Management increased its CMS Energy (CMS) stake by 9.8% in Q2 2026, buying an estimated $337K and bringing the position to 50,112 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #413.

NEOS Investment Management first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • NEOS Investment Management held 50,112 shares of CMS Energy worth $3.83M as of Q2 2026.
  • NEOS Investment Management bought 4,490 CMS Energy shares in Q2 2026, an estimated $337K.
  • CMS Energy made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #413 holding.
  • NEOS Investment Management first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.