&Partners’s CMS Energy CMS Stock Holding History

&Partners’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	$7.11M	Buy	93,125 +17,649	+23%	+$1.32M	0.03%	483
2026 Q1	$5.86M	Sell	75,476 -4,613	-6%	-$342K	0.03%	478
2025 Q4	$5.6M	Buy	80,089 +2,338	+3%	+$170K	0.03%	463
2025 Q3	$5.7M	Sell	77,751 -7,612	-9%	-$547K	0.04%	391
2025 Q2	$5.9M	Sell	85,363 -400	-0.5%	-$28.5K	0.05%	330
2025 Q1	$6.36M	Sell	85,763 -30,607	-26%	-$2.14M	0.07%	252
2024 Q4	$7.72M	Buy	116,370 +39,950	+52%	+$2.75M	0.09%	215
2024 Q3	$5.39M	Buy	76,420 +32,200	+73%	+$2.11M	0.1%	193
2024 Q2	$2.63M	Buy	44,220 +37,929	+603%	+$2.3M	0.12%	177
2024 Q1	$380K	Buy	6,291 +873	+16%	+$50.6K	0.05%	326
2023 Q4	$321K	Buy	+5,418	New	+$303K	0.08%	200

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

&Partners's CMS Position: Q2 2026 in Review

&Partners increased its CMS Energy (CMS) stake by 23% in Q2 2026, buying an estimated $1.32M and bringing the position to 93,125 shares worth $7.11M. The position accounts for 0.03% of the portfolio, ranked #483.

&Partners first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.72M in Q4 2024. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

&Partners held 93,125 shares of CMS Energy worth $7.11M as of Q2 2026.
&Partners bought 17,649 CMS Energy shares in Q2 2026, an estimated $1.32M.
CMS Energy made up 0.03% of &Partners's portfolio in Q2 2026, its #483 holding.
&Partners first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
&Partners's CMS Energy position peaked at $7.72M in Q4 2024.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.