Patton Fund Management’s CMS Energy CMS Stock Holding History

Patton Fund 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	–	Sell	-3,051	Closed	-$237K	–	165
2026 Q1	$237K	Hold	3,051	–	–	0.04%	352
2025 Q4	$213K	Hold	3,051	–	–	0.03%	438
2025 Q3	$224K	Hold	3,051	–	–	0.04%	364
2025 Q2	$211K	Buy	+3,051	New	+$217K	0.05%	442
2023 Q1	–	Sell	-3,385	Closed	-$214K	–	114
2022 Q4	$214K	Buy	+3,385	New	+$200K	0.06%	120
2020 Q4	–	Sell	-18,625	Closed	-$1.14M	–	78
2020 Q3	$1.14M	Sell	18,625 -873	-4%	-$53.5K	0.62%	63
2020 Q2	$1.14M	Sell	19,498 -4,800	-20%	-$278K	0.66%	53
2020 Q1	$1.43M	Buy	+24,298	New	+$1.55M	0.88%	37

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Patton Fund Management's CMS Position: Q2 2026 in Review

Patton Fund Management sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 3,051 shares — an estimated $237K sold.

Patton Fund Management first reported a position in CMS in Q1 2020 and held it in 8 quarters. The position peaked at $1.43M in Q1 2020. 229 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Patton Fund Management reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 3,051 CMS Energy shares in Q2 2026, an estimated $237K.
Patton Fund Management first reported a position in CMS Energy in Q1 2020 and held it in 8 quarters.
Patton Fund Management's CMS Energy position peaked at $1.43M in Q1 2020.
229 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.