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Salomon & Ludwin’s CMS Energy CMS Stock Holding History

Salomon & Ludwin’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 		$20K Sell
263
-18
-6% -$1.35K ﹤0.01% 1144
2026
Q1 		$22.1K Hold
281
– – ﹤0.01% 1014
2025
Q4 		$19.5K Buy
281
+252
+869% +$18.3K ﹤0.01% 919
2025
Q3 		$2.1K Buy
29
+11
+61% +$790 ﹤0.01% 1972
2025
Q2 		$1.25K Hold
18
– – ﹤0.01% 715
2025
Q1 		$1.35K Hold
18
– – ﹤0.01% 619
2024
Q4 		$1.2K Hold
18
– – ﹤0.01% 644
2024
Q3 		$1.27K Hold
18
– – ﹤0.01% 654
2024
Q2 		$1.07K Hold
18
– – ﹤0.01% 657
2024
Q1 		$1.09K Hold
18
– – ﹤0.01% 773
2023
Q4 		$956 Hold
18
– – ﹤0.01% 695
2023
Q3 		$956 Buy
+18
New +$1.04K ﹤0.01% 692

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

Salomon & Ludwin's CMS Position: Q2 2026 in Review

Salomon & Ludwin reduced its CMS Energy (CMS) stake by 6.4% in Q2 2026, selling an estimated $1.35K and leaving 263 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Salomon & Ludwin first reported a position in CMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.1K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Salomon & Ludwin held 263 shares of CMS Energy worth $20K as of Q2 2026.
  • Salomon & Ludwin sold 18 CMS Energy shares in Q2 2026, an estimated $1.35K.
  • CMS Energy made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1144 holding.
  • Salomon & Ludwin first reported a position in CMS Energy in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's CMS Energy position peaked at $22.1K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.