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Robinswood Financial’s CMS Energy CMS Stock Holding History

Robinswood 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 		$6.26K Hold
81
– – ﹤0.01% 328
2026
Q1 		$6.3K Buy
81
+1
+1% +$74 ﹤0.01% 312
2025
Q4 		$5.63K Hold
80
– – ﹤0.01% 300
2025
Q3 		$5.86K Buy
+80
New +$5.75K ﹤0.01% 291

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 $3.38T AUM 44.17% 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

Robinswood Financial's CMS Position: Q2 2026 in Review

Robinswood Financial held its CMS Energy (CMS) position steady in Q2 2026 at 81 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Robinswood Financial first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.3K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Robinswood Financial held 81 shares of CMS Energy worth $6.26K as of Q2 2026.
  • Robinswood Financial left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #328 holding.
  • Robinswood Financial first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • Robinswood Financial's CMS Energy position peaked at $6.3K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.