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Rothschild Investment LLC’s CMS Energy CMS Stock Holding History

Rothschild Investment LLC’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 		$356K Buy
4,652
+2,697
+138% +$202K 0.01% 709
2026
Q1 		$152K Buy
1,955
+168
+9% +$12.5K 0.01% 756
2025
Q4 		$125K Buy
1,787
+119
+7% +$8.65K 0.01% 756
2025
Q3 		$122K Buy
1,668
+75
+5% +$5.39K 0.01% 746
2025
Q2 		$110K Sell
1,593
-41
-3% -$2.92K 0.01% 622
2025
Q1 		$123K Buy
1,634
+31
+2% +$2.17K 0.01% 593
2024
Q4 		$107K Buy
1,603
+8
+0.5% +$550 0.01% 623
2024
Q3 		$113K Buy
1,595
+50
+3% +$3.28K 0.01% 626
2024
Q2 		$92K Buy
1,545
+60
+4% +$3.63K 0.01% 641
2024
Q1 		$89.6K Sell
1,485
-82
-5% -$4.75K 0.01% 616
2023
Q4 		$91K Buy
+1,567
New +$87.5K 0.01% 550

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Rothschild Investment LLC's CMS Position: Q2 2026 in Review

Rothschild Investment LLC increased its CMS Energy (CMS) stake by 138% in Q2 2026, buying an estimated $202K and bringing the position to 4,652 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #709.

Rothschild Investment LLC first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. 418 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Rothschild Investment LLC held 4,652 shares of CMS Energy worth $356K as of Q2 2026.
  • Rothschild Investment LLC bought 2,697 CMS Energy shares in Q2 2026, an estimated $202K.
  • CMS Energy made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #709 holding.
  • Rothschild Investment LLC first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • 418 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.