Orion Capital Management’s CMS Energy CMS Stock Holding History

Orion Capital 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	$689	Hold	9	–	–	﹤0.01%	500
2026 Q1	$698	Hold	9	–	–	﹤0.01%	466
2025 Q4	$629	Hold	9	–	–	﹤0.01%	487
2025 Q3	$659	Hold	9	–	–	﹤0.01%	525
2025 Q2	$624	Hold	9	–	–	﹤0.01%	465
2025 Q1	$676	Hold	9	–	–	﹤0.01%	458
2024 Q4	$600	Buy	+9	New	+$619	﹤0.01%	466
2024 Q3	–	Sell	-9	Closed	-$536	–	200
2024 Q2	$536	Hold	9	–	–	﹤0.01%	428
2024 Q1	$543	Hold	9	–	–	﹤0.01%	493
2023 Q4	$523	Hold	9	–	–	﹤0.01%	500
2023 Q3	$478	Buy	+9	New	+$521	﹤0.01%	491

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 $3.37T AUM 44.26% 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

Orion Capital Management's CMS Position: Q2 2026 in Review

Orion Capital Management held its CMS Energy (CMS) position steady in Q2 2026 at 9 shares worth $689. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Orion Capital Management first reported a position in CMS in Q3 2023 and has held it in 11 quarters since. The position peaked at $698 in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Orion Capital Management held 9 shares of CMS Energy worth $689 as of Q2 2026.
Orion Capital Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #500 holding.
Orion Capital Management first reported a position in CMS Energy in Q3 2023 and has held it in 11 quarters since.
Orion Capital Management's CMS Energy position peaked at $698 in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.