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OFI Invest Asset Management’s CMS Energy CMS Stock Holding History

OFI Invest Asset 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 		$1.32M Buy
17,318
+1,270
+8% +$95.2K 0.01% 257
2026
Q1 		$1.25M Buy
16,048
+6,827
+74% +$507K 0.02% 223
2025
Q4 		$645K Buy
+9,221
New +$671K 0.01% 252

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

OFI Invest Asset Management's CMS Position: Q2 2026 in Review

OFI Invest Asset Management increased its CMS Energy (CMS) stake by 7.9% in Q2 2026, buying an estimated $95.2K and bringing the position to 17,318 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #257.

OFI Invest Asset Management first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • OFI Invest Asset Management held 17,318 shares of CMS Energy worth $1.32M as of Q2 2026.
  • OFI Invest Asset Management bought 1,270 CMS Energy shares in Q2 2026, an estimated $95.2K.
  • CMS Energy made up 0.01% of OFI Invest Asset Management's portfolio in Q2 2026, its #257 holding.
  • OFI Invest Asset Management first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • 465 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.