Nuveen’s CMS Energy CMS Stock Holding History

Nuveen’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
2017 Q3	–	Sell	-8,000	Closed	-$370K	–	1110
2017 Q2	$370K	Buy	+8,000	New	+$370K	﹤0.01%	990
2016 Q4	–	Sell	-10,000	Closed	-$420K	–	1534
2016 Q3	$420K	Buy	+10,000	New	+$437K	﹤0.01%	1273
2016 Q1	–	Sell	-40,000	Closed	-$1.44M	–	1424
2015 Q4	$1.44M	Buy	40,000 +5,000	+14%	+$178K	0.01%	905
2015 Q3	$1.24M	Sell	35,000 -5,000	-13%	-$169K	0.01%	978
2015 Q2	$1.27M	Buy	40,000 +16,000	+67%	+$538K	0.01%	1043
2015 Q1	$838K	Sell	24,000 -31,000	-56%	-$1.1M	﹤0.01%	1229
2014 Q4	$1.91M	Buy	+55,000	New	+$1.8M	0.01%	863
2013 Q4	–	Sell	-30,000	Closed	-$1.84M	–	1573
2013 Q3	$1.84M	Buy	+30,000	New	+$815K	0.01%	841

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen's CMS Position: Q2 2026 in Review

Nuveen reduced its CMS Energy (CMS) stake by 0.66% in Q2 2026, selling an estimated $492K and leaving 983,643 shares worth $75.2M. The position accounts for 0.02% of the portfolio, ranked #513.

Nuveen first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $156M in Q1 2021. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Nuveen held 983,643 shares of CMS Energy worth $75.2M as of Q2 2026.
Nuveen sold 6,567 CMS Energy shares in Q2 2026, an estimated $492K.
CMS Energy made up 0.02% of Nuveen's portfolio in Q2 2026, its #513 holding.
Nuveen first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
Nuveen's CMS Energy position peaked at $156M in Q1 2021.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.