Parnassus Investments
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Parnassus Investments’s CMS Energy CMS Stock Holding History

Parnassus Investments’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 		$170M Buy
2,219,735
+266,522
+14% +$20M 0.45% 43
2026
Q1 		$152M Buy
1,953,213
+480,554
+33% +$35.7M 0.44% 44
2025
Q4 		$103M Buy
+1,472,659
New +$107M 0.27% 54

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 $3.37T AUM 44.26% 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

Parnassus Investments's CMS Position: Q2 2026 in Review

Parnassus Investments increased its CMS Energy (CMS) stake by 14% in Q2 2026, buying an estimated $20M and bringing the position to 2,219,735 shares worth $170M. The position accounts for 0.45% of the portfolio, ranked #43.

Parnassus Investments first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Parnassus Investments held 2,219,735 shares of CMS Energy worth $170M as of Q2 2026.
  • Parnassus Investments bought 266,522 CMS Energy shares in Q2 2026, an estimated $20M.
  • CMS Energy made up 0.45% of Parnassus Investments's portfolio in Q2 2026, its #43 holding.
  • Parnassus Investments first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.