QC
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Quaero Capital’s CMS Energy CMS Stock Holding History

Quaero Capital’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
2025
Q2 		$496K Buy
+7,161
New +$510K 0.62% 49

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quaero Capital's CMS Position: Q2 2025 in Review

Quaero Capital opened a new position in CMS Energy (CMS) in Q2 2025: 7,161 shares worth $496K. The stake represents 0.62% of the portfolio and ranks #49 among its holdings.

745 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Quaero Capital held 7,161 shares of CMS Energy worth $496K as of Q2 2025.
  • CMS Energy was a new Quaero Capital position in Q2 2025.
  • CMS Energy made up 0.62% of Quaero Capital's portfolio in Q2 2025, its #49 holding.
  • 745 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Quaero Capital's 13F filing for Q2 2025, filed 6 Aug 2025.