Ramirez Asset Management’s CMS Energy CMS Stock Holding History

Ramirez Asset 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	$1.84M	Sell	24,107 -7	-0%	-$525	0.19%	111
2026 Q1	$1.87M	Sell	24,114 -90	-0.4%	-$6.68K	0.22%	107
2025 Q4	$1.69M	Hold	24,204	–	–	0.22%	119
2025 Q3	$1.77M	Hold	24,204	–	–	0.25%	115
2025 Q2	$1.68M	Buy	24,204 +6,423	+36%	+$458K	0.25%	107
2025 Q1	$1.34M	Sell	17,781 -37	-0.2%	-$2.58K	0.28%	105
2024 Q4	$1.19M	Hold	17,818	–	–	0.24%	115
2024 Q3	$1.26M	Buy	17,818 +1,296	+8%	+$85K	0.24%	114
2024 Q2	$984K	Buy	16,522 +1,603	+11%	+$97K	0.2%	127
2024 Q1	$900K	Buy	14,919 +5,932	+66%	+$344K	0.18%	134
2023 Q4	$522K	Hold	8,987	–	–	0.11%	172
2023 Q3	$477K	Buy	+8,987	New	+$521K	0.1%	171

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ramirez Asset Management's CMS Position: Q2 2026 in Review

Ramirez Asset Management reduced its CMS Energy (CMS) stake by 0.03% in Q2 2026, selling an estimated $525 and leaving 24,107 shares worth $1.84M. The position accounts for 0.19% of the portfolio, ranked #111.

Ramirez Asset Management first reported a position in CMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.87M in Q1 2026. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Ramirez Asset Management held 24,107 shares of CMS Energy worth $1.84M as of Q2 2026.
Ramirez Asset Management sold 7 CMS Energy shares in Q2 2026, an estimated $525.
CMS Energy made up 0.19% of Ramirez Asset Management's portfolio in Q2 2026, its #111 holding.
Ramirez Asset Management first reported a position in CMS Energy in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's CMS Energy position peaked at $1.87M in Q1 2026.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.