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NewSquare Capital’s CMS Energy CMS Stock Holding History

NewSquare Capital’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 		$6.95M Buy
90,885
+4,274
+5% +$320K 0.51% 54
2026
Q1 		$6.72M Sell
86,611
-1,857
-2% -$138K 0.58% 47
2025
Q4 		$6.19M Sell
88,468
-35,595
-29% -$2.59M 0.55% 47
2025
Q3 		$9.09M Sell
124,063
-885
-0.7% -$63.6K 0.62% 41
2025
Q2 		$8.53M Buy
124,948
+6,693
+6% +$477K 0.63% 45
2025
Q1 		$8.75M Sell
118,255
-11
-0% -$768 0.71% 37
2024
Q4 		$7.76M Sell
118,266
-285
-0.2% -$19.6K 0.62% 44
2024
Q3 		$8.25M Sell
118,551
-1,527
-1% -$100K 0.66% 42
2024
Q2 		$7.04M Buy
120,078
+3,801
+3% +$230K 0.61% 50
2024
Q1 		$6.91M Buy
116,277
+1,270
+1% +$73.6K 0.61% 55
2023
Q4 		$6.58M Buy
115,007
+2,326
+2% +$130K 0.63% 52
2023
Q3 		$5.89M Buy
112,681
+5,507
+5% +$319K 0.62% 54
2023
Q2 		$6.3M Buy
107,174
+6,650
+7% +$401K 0.65% 53
2023
Q1 		$6.17M Buy
100,524
+7,951
+9% +$489K 0.73% 44
2022
Q4 		$5.86M Buy
92,573
+6,675
+8% +$395K 0.73% 43
2022
Q3 		$5M Buy
85,898
+6,305
+8% +$424K 0.63% 49
2022
Q2 		$5.37M Buy
79,593
+7,443
+10% +$514K 0.69% 44
2022
Q1 		$5.05M Buy
72,150
+8,044
+13% +$522K 0.54% 44
2021
Q4 		$4.17M Buy
+64,106
New +$3.94M 0.44% 61

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

NewSquare Capital's CMS Position: Q2 2026 in Review

NewSquare Capital increased its CMS Energy (CMS) stake by 4.9% in Q2 2026, buying an estimated $320K and bringing the position to 90,885 shares worth $6.95M. The position accounts for 0.51% of the portfolio, ranked #54.

NewSquare Capital first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.09M in Q3 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • NewSquare Capital held 90,885 shares of CMS Energy worth $6.95M as of Q2 2026.
  • NewSquare Capital bought 4,274 CMS Energy shares in Q2 2026, an estimated $320K.
  • CMS Energy made up 0.51% of NewSquare Capital's portfolio in Q2 2026, its #54 holding.
  • NewSquare Capital first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
  • NewSquare Capital's CMS Energy position peaked at $9.09M in Q3 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.