Ostrum Asset Management’s CMS Energy CMS Stock Holding History

Ostrum 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 Q1	$76K	Sell	980 -3,680	-79%	-$273K	﹤0.01%	555
2025 Q4	$326K	Sell	4,660 -1,544	-25%	-$112K	0.02%	416
2025 Q3	$455K	Buy	6,204 +4,345	+234%	+$312K	0.02%	416
2025 Q2	$129K	Sell	1,859 -54	-3%	-$3.85K	0.01%	527
2025 Q1	$144K	Sell	1,913 -50	-3%	-$3.49K	0.01%	530
2024 Q4	$131K	Sell	1,963 -82	-4%	-$5.64K	0.01%	554
2024 Q3	$144K	Buy	2,045 +25	+1%	+$1.64K	0.01%	524
2024 Q2	$120K	Sell	2,020 -5,252	-72%	-$318K	0.01%	566
2024 Q1	$439K	Hold	7,272	–	–	0.03%	453
2023 Q4	$422K	Buy	7,272 +30	+0.4%	+$1.68K	0.04%	432
2023 Q3	$385K	Sell	7,242 -9,814	-58%	-$568K	0.04%	480
2023 Q2	$1M	Buy	17,056 +51	+0.3%	+$3.08K	0.08%	317
2023 Q1	$1.04M	Buy	+17,005	New	+$1.05M	0.09%	297

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ostrum Asset Management's CMS Position: Q1 2026 in Review

Ostrum Asset Management reduced its CMS Energy (CMS) stake by 79% in Q1 2026, selling an estimated $273K and leaving 980 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Ostrum Asset Management first reported a position in CMS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q1 2023. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Ostrum Asset Management held 980 shares of CMS Energy worth $76K as of Q1 2026.
Ostrum Asset Management sold 3,680 CMS Energy shares in Q1 2026, an estimated $273K.
CMS Energy made up ﹤0.01% of Ostrum Asset Management's portfolio in Q1 2026, its #555 holding.
Ostrum Asset Management first reported a position in CMS Energy in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's CMS Energy position peaked at $1.04M in Q1 2023.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.