Sachetta’s CMS Energy CMS Stock Holding History

Sachetta’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	$7.27K	Buy	95 +4	+4%	+$300	﹤0.01%	536
2026 Q1	$7.06K	Hold	91	–	–	﹤0.01%	548
2025 Q4	$6.36K	Hold	91	–	–	﹤0.01%	484
2025 Q3	$6.67K	Hold	91	–	–	﹤0.01%	545
2025 Q2	$6.3K	Sell	91 -200	-69%	-$14.3K	﹤0.01%	534
2025 Q1	$21.9K	Hold	291	–	–	0.01%	338
2024 Q4	$19.4K	Buy	291 +200	+220%	+$13.8K	0.01%	362
2024 Q3	$6.43K	Hold	91	–	–	﹤0.01%	567
2024 Q2	$5.93K	Buy	91 +78	+600%	+$4.72K	﹤0.01%	553
2024 Q1	$755	Hold	13	–	–	﹤0.01%	989
2023 Q4	$755	Buy	+13	New	+$726	﹤0.01%	989

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sachetta's CMS Position: Q2 2026 in Review

Sachetta increased its CMS Energy (CMS) stake by 4.4% in Q2 2026, buying an estimated $300 and bringing the position to 95 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Sachetta first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.9K in Q1 2025. 140 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Sachetta held 95 shares of CMS Energy worth $7.27K as of Q2 2026.
Sachetta bought 4 CMS Energy shares in Q2 2026, an estimated $300.
CMS Energy made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #536 holding.
Sachetta first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
Sachetta's CMS Energy position peaked at $21.9K in Q1 2025.
140 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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