QCM
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QRG Capital Management’s CMS Energy CMS Stock Holding History

QRG Capital 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 		$420K Buy
5,492
+482
+10% +$36.1K ﹤0.01% 912
2026
Q1 		$389K Sell
5,010
-1,644
-25% -$122K ﹤0.01% 863
2025
Q4 		$465K Buy
6,654
+329
+5% +$23.9K 0.01% 782
2025
Q3 		$463K Sell
6,325
-5,138
-45% -$369K 0.01% 747
2025
Q2 		$794K Buy
11,463
+420
+4% +$29.9K 0.01% 660
2025
Q1 		$829K Buy
11,043
+19
+0.2% +$1.33K 0.01% 623
2024
Q4 		$735K Sell
11,024
-1,019
-8% -$70.1K 0.01% 668
2024
Q3 		$851K Buy
12,043
+31
+0.3% +$2.03K 0.01% 628
2024
Q2 		$715K Buy
12,012
+1,880
+19% +$114K 0.01% 631
2024
Q1 		$611K Buy
10,132
+1,846
+22% +$107K 0.01% 684
2023
Q4 		$481K Buy
8,286
+784
+10% +$43.8K 0.01% 735
2023
Q3 		$398K Buy
+7,502
New +$435K 0.01% 732

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

QRG Capital Management's CMS Position: Q2 2026 in Review

QRG Capital Management increased its CMS Energy (CMS) stake by 9.6% in Q2 2026, buying an estimated $36.1K and bringing the position to 5,492 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

QRG Capital Management first reported a position in CMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $851K in Q3 2024. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • QRG Capital Management held 5,492 shares of CMS Energy worth $420K as of Q2 2026.
  • QRG Capital Management bought 482 CMS Energy shares in Q2 2026, an estimated $36.1K.
  • CMS Energy made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #912 holding.
  • QRG Capital Management first reported a position in CMS Energy in Q3 2023 and has held it in 12 quarters since.
  • QRG Capital Management's CMS Energy position peaked at $851K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.