Raymond James Financial
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Raymond James Financial’s CMS Energy CMS Stock Holding History

Raymond James Financial’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 		$130M Buy
1,704,029
+1,332,474
+359% +$99.9M 0.04% 455
2026
Q1 		$28.8M Buy
371,555
+30,699
+9% +$2.28M 0.01% 1220
2025
Q4 		$23.8M Buy
340,856
+3,225
+1% +$235K 0.01% 1319
2025
Q3 		$24.7M Buy
337,631
+17,512
+5% +$1.26M 0.01% 1266
2025
Q2 		$22.2M Sell
320,119
-36,979
-10% -$2.63M 0.01% 1294
2025
Q1 		$26.8M Sell
357,098
-10,201
-3% -$712K 0.01% 1093
2024
Q4 		$24.5M Buy
+367,299
New +$25.3M 0.01% 1167

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

Raymond James Financial's CMS Position: Q2 2026 in Review

Raymond James Financial increased its CMS Energy (CMS) stake by 359% in Q2 2026, buying an estimated $99.9M and bringing the position to 1,704,029 shares worth $130M. The position accounts for 0.04% of the portfolio, ranked #455.

Raymond James Financial first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Raymond James Financial held 1,704,029 shares of CMS Energy worth $130M as of Q2 2026.
  • Raymond James Financial bought 1,332,474 CMS Energy shares in Q2 2026, an estimated $99.9M.
  • CMS Energy made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #455 holding.
  • Raymond James Financial first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.