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Rakuten Investment Management’s CMS Energy CMS Stock Holding History

Rakuten Investment 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 		$3.93M Buy
50,474
+5,103
+11% +$382K 0.01% 320
2026
Q1 		$3.5M Buy
45,371
+5,549
+14% +$412K 0.01% 312
2025
Q4 		$2.79M Sell
39,822
-11,178
-22% -$813K 0.01% 383
2025
Q3 		$2.74M Buy
+51,000
New +$3.66M 0.01% 355
2025
Q1 		$2.03M Buy
+27,310
New +$1.91M 0.01% 372
2024
Q3 		$1.19M Buy
16,925
+4,210
+33% +$276K 0.01% 317
2024
Q2 		$762K Buy
12,715
+4,820
+61% +$292K 0.01% 323
2024
Q1 		$476K Buy
7,895
+7,174
+995% +$416K ﹤0.01% 335
2023
Q4 		$41.8K Buy
+721
New +$40.3K ﹤0.01% 326

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

Rakuten Investment Management's CMS Position: Q2 2026 in Review

Rakuten Investment Management increased its CMS Energy (CMS) stake by 11% in Q2 2026, buying an estimated $382K and bringing the position to 50,474 shares worth $3.93M. The position accounts for 0.01% of the portfolio, ranked #320.

Rakuten Investment Management first reported a position in CMS in Q4 2023 and has held it in 9 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Rakuten Investment Management held 50,474 shares of CMS Energy worth $3.93M as of Q2 2026.
  • Rakuten Investment Management bought 5,103 CMS Energy shares in Q2 2026, an estimated $382K.
  • CMS Energy made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #320 holding.
  • Rakuten Investment Management first reported a position in CMS Energy in Q4 2023 and has held it in 9 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.