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New York Life Investment Management’s CMS Energy CMS Stock Holding History

New York Life 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 		$3.28M Buy
42,928
+453
+1% +$34K 0.02% 453
2026
Q1 		$3.3M Buy
42,475
+835
+2% +$62K 0.03% 428
2025
Q4 		$2.91M Buy
41,640
+1,065
+3% +$77.5K 0.03% 444
2025
Q3 		$2.97M Sell
40,575
-43
-0.1% -$3.09K 0.03% 455
2025
Q2 		$2.81M Buy
40,618
+717
+2% +$51.1K 0.03% 454
2025
Q1 		$3M Sell
39,901
-96
-0.2% -$6.7K 0.03% 442
2024
Q4 		$2.67M Buy
39,997
+302
+0.8% +$20.8K 0.03% 486
2024
Q3 		$2.8M Sell
39,695
-1,289
-3% -$84.6K 0.03% 492
2024
Q2 		$2.44M Buy
40,984
+777
+2% +$47K 0.02% 509
2024
Q1 		$2.43M Sell
40,207
-1,150
-3% -$66.6K 0.02% 515
2023
Q4 		$2.4M Sell
41,357
-309
-0.7% -$17.3K 0.02% 505
2023
Q3 		$2.21M Buy
41,666
+311
+0.8% +$18K 0.02% 495
2023
Q2 		$2.43M Buy
41,355
+60
+0.1% +$3.62K 0.03% 467
2023
Q1 		$2.53M Buy
41,295
+240
+0.6% +$14.8K 0.03% 458
2022
Q4 		$2.6M Buy
41,055
+51
+0.1% +$3.02K 0.03% 459
2022
Q3 		$2.39M Buy
41,004
+120
+0.3% +$8.07K 0.03% 467
2022
Q2 		$2.76M Buy
+40,884
New +$2.82M 0.03% 428

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

New York Life Investment Management's CMS Position: Q2 2026 in Review

New York Life Investment Management increased its CMS Energy (CMS) stake by 1.1% in Q2 2026, buying an estimated $34K and bringing the position to 42,928 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #453.

New York Life Investment Management first reported a position in CMS in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.3M in Q1 2026. 632 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • New York Life Investment Management held 42,928 shares of CMS Energy worth $3.28M as of Q2 2026.
  • New York Life Investment Management bought 453 CMS Energy shares in Q2 2026, an estimated $34K.
  • CMS Energy made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #453 holding.
  • New York Life Investment Management first reported a position in CMS Energy in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's CMS Energy position peaked at $3.3M in Q1 2026.
  • 632 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.