PineBridge Investments’s CMS Energy CMS Stock Holding History

PineBridge 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 Q1	$1.69M	Buy	21,749 +5,678	+35%	+$421K	0.01%	327
2025 Q4	$1.12M	Buy	+16,071	New	+$1.17M	0.01%	399
2023 Q3	–	Sell	-499	Closed	-$29.3K	–	752
2023 Q2	$29.3K	Sell	499 -3	-0.6%	-$181	﹤0.01%	755
2023 Q1	$30.8K	Buy	502 +38	+8%	+$2.34K	﹤0.01%	641
2022 Q4	$29.4K	Buy	+464	New	+$27.4K	﹤0.01%	623
2020 Q4	–	Sell	-224	Closed	-$14K	–	662
2020 Q3	$14K	Sell	224 -175	-44%	-$10.7K	﹤0.01%	622
2020 Q2	$23K	Buy	+399	New	+$23.1K	﹤0.01%	595
2014 Q3	–	Sell	-9,897	Closed	-$308K	–	1062
2014 Q2	$308K	Sell	9,897 -5,811	-37%	-$173K	0.01%	423
2014 Q1	$460K	Buy	+15,708	New	+$435K	0.02%	464

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

PineBridge Investments's CMS Position: Q1 2026 in Review

PineBridge Investments increased its CMS Energy (CMS) stake by 35% in Q1 2026, buying an estimated $421K and bringing the position to 21,749 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #327.

PineBridge Investments first reported a position in CMS in Q1 2014 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

PineBridge Investments held 21,749 shares of CMS Energy worth $1.69M as of Q1 2026.
PineBridge Investments bought 5,678 CMS Energy shares in Q1 2026, an estimated $421K.
CMS Energy made up 0.01% of PineBridge Investments's portfolio in Q1 2026, its #327 holding.
PineBridge Investments first reported a position in CMS Energy in Q1 2014 and has held it in 9 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on PineBridge Investments's 13F filing for Q1 2026, filed 14 May 2026.