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Portfolio Design Labs’s CMS Energy CMS Stock Holding History

Portfolio Design Labs’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 		$1.38M Buy
18,030
+1,322
+8% +$99.1K 0.23% 88
2026
Q1 		$1.3M Sell
16,708
-7,664
-31% -$569K 0.23% 91
2025
Q4 		$1.7M Buy
24,372
+494
+2% +$35.9K 0.28% 88
2025
Q3 		$1.75M Buy
+23,878
New +$1.72M 0.3% 66

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

Portfolio Design Labs's CMS Position: Q2 2026 in Review

Portfolio Design Labs increased its CMS Energy (CMS) stake by 7.9% in Q2 2026, buying an estimated $99.1K and bringing the position to 18,030 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #88.

Portfolio Design Labs first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.75M in Q3 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Portfolio Design Labs held 18,030 shares of CMS Energy worth $1.38M as of Q2 2026.
  • Portfolio Design Labs bought 1,322 CMS Energy shares in Q2 2026, an estimated $99.1K.
  • CMS Energy made up 0.23% of Portfolio Design Labs's portfolio in Q2 2026, its #88 holding.
  • Portfolio Design Labs first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • Portfolio Design Labs's CMS Energy position peaked at $1.75M in Q3 2025.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.