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SBI Securities’s CMS Energy CMS Stock Holding History

SBI Securities’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 		$3.9K Buy
51
+2
+4% +$150 ﹤0.01% 2287
2026
Q1 		$3.8K Sell
49
-1
-2% -$74 ﹤0.01% 2140
2025
Q4 		$3.5K Hold
50
– – ﹤0.01% 2171
2025
Q3 		$3.66K Buy
50
+1
+2% +$72 ﹤0.01% 2178
2025
Q2 		$3.4K Buy
49
+3
+7% +$214 ﹤0.01% 2166
2025
Q1 		$3.46K Sell
46
-1
-2% -$70 ﹤0.01% 2052
2024
Q4 		$3.13K Buy
+47
New +$3.23K ﹤0.01% 2107

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

SBI Securities's CMS Position: Q2 2026 in Review

SBI Securities increased its CMS Energy (CMS) stake by 4.1% in Q2 2026, buying an estimated $150 and bringing the position to 51 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

SBI Securities first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • SBI Securities held 51 shares of CMS Energy worth $3.9K as of Q2 2026.
  • SBI Securities bought 2 CMS Energy shares in Q2 2026, an estimated $150.
  • CMS Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2287 holding.
  • SBI Securities first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.