NSIM
CMS icon

North Star Investment Management’s CMS Energy CMS Stock Holding History

North Star 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 		$6.04K Buy
79
+37
+88% +$2.77K ﹤0.01% 1199
2026
Q1 		$3.26K Hold
42
– – ﹤0.01% 1311
2025
Q4 		$2.94K Buy
42
+35
+500% +$2.55K ﹤0.01% 1232
2025
Q3 		$513 Buy
+7
New +$503 ﹤0.01% 1238

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 $3.38T AUM 44.17% 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

North Star Investment Management's CMS Position: Q2 2026 in Review

North Star Investment Management increased its CMS Energy (CMS) stake by 88% in Q2 2026, buying an estimated $2.77K and bringing the position to 79 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

North Star Investment Management first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • North Star Investment Management held 79 shares of CMS Energy worth $6.04K as of Q2 2026.
  • North Star Investment Management bought 37 CMS Energy shares in Q2 2026, an estimated $2.77K.
  • CMS Energy made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1199 holding.
  • North Star Investment Management first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.