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Savant Capital’s CMS Energy CMS Stock Holding History

Savant Capital’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 		$518K Buy
6,789
+95
+1% +$7.12K ﹤0.01% 1198
2026
Q1 		$519K Sell
6,694
-995
-13% -$73.8K ﹤0.01% 894
2025
Q4 		$538K Buy
7,689
+1,441
+23% +$105K ﹤0.01% 811
2025
Q3 		$458K Buy
6,248
+1,247
+25% +$89.6K ﹤0.01% 833
2025
Q2 		$346K Buy
5,001
+1,459
+41% +$104K ﹤0.01% 901
2025
Q1 		$266K Buy
3,542
+208
+6% +$14.5K ﹤0.01% 891
2024
Q4 		$222K Buy
+3,334
New +$229K ﹤0.01% 1272

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

Savant Capital's CMS Position: Q2 2026 in Review

Savant Capital increased its CMS Energy (CMS) stake by 1.4% in Q2 2026, buying an estimated $7.12K and bringing the position to 6,789 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Savant Capital first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $538K in Q4 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Savant Capital held 6,789 shares of CMS Energy worth $518K as of Q2 2026.
  • Savant Capital bought 95 CMS Energy shares in Q2 2026, an estimated $7.12K.
  • CMS Energy made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1198 holding.
  • Savant Capital first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • Savant Capital's CMS Energy position peaked at $538K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.