Schroder Investment Management Group
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Schroder Investment Management Group’s CMS Energy CMS Stock Holding History

Schroder Investment Management Group’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 		$2.75M Sell
35,329
-289,573
-89% -$21.7M ﹤0.01% 866
2026
Q1 		$25.1M Buy
324,902
+1,506
+0.5% +$112K 0.02% 492
2025
Q4 		$22.8M Sell
323,396
-3,108
-1% -$226K 0.02% 482
2025
Q3 		$23.8M Buy
326,504
+6,986
+2% +$502K 0.02% 490
2025
Q2 		$22.1M Sell
319,518
-36,766
-10% -$2.62M 0.02% 487
2025
Q1 		$26.4M Buy
356,284
+503
+0.1% +$35.1K 0.03% 438
2024
Q4 		$23.7M Sell
355,781
-12
-0% -$826 0.02% 485
2024
Q3 		$25.1M Buy
355,793
+135,108
+61% +$8.87M 0.03% 458
2024
Q2 		$13.1M Buy
220,685
+12,085
+6% +$732K 0.01% 584
2024
Q1 		$12.6M Buy
208,600
+556
+0.3% +$32.2K 0.01% 605
2023
Q4 		$12.1M Hold
208,044
– – 0.02% 600
2023
Q3 		$11M Buy
208,044
+9,820
+5% +$569K 0.02% 586
2023
Q2 		$11.6M Buy
198,224
+1,218
+0.6% +$73.5K 0.02% 598
2023
Q1 		$12.1M Buy
197,006
+72,904
+59% +$4.48M 0.02% 587
2022
Q4 		$7.86M Buy
124,102
+4,276
+4% +$253K 0.01% 679
2022
Q3 		$6.98M Sell
119,826
-5,937
-5% -$399K 0.01% 709
2022
Q2 		$8.36M Buy
125,763
+8,163
+7% +$564K 0.01% 686
2022
Q1 		$8.23M Buy
117,600
+12,402
+12% +$804K 0.01% 715
2021
Q4 		$6.84M Sell
105,198
-5,604
-5% -$344K 0.01% 682
2021
Q3 		$6.62M Sell
110,802
-5,683
-5% -$355K 0.01% 719
2021
Q2 		$6.88M Buy
116,485
+101,230
+664% +$6.3M 0.01% 759
2021
Q1 		$934K Buy
15,255
+11,139
+271% +$640K ﹤0.01% 1175
2020
Q4 		$252K Sell
4,116
-59,787
-94% -$3.74M ﹤0.01% 1271
2020
Q3 		$3.94M Sell
63,903
-11,607
-15% -$711K 0.01% 765
2020
Q2 		$4.41M Sell
75,510
-20,215
-21% -$1.17M 0.01% 697
2020
Q1 		$5.63M Buy
95,725
+69,870
+270% +$4.47M 0.01% 648
2019
Q4 		$1.63M Buy
25,855
+3,841
+17% +$239K ﹤0.01% 910
2019
Q3 		$1.41M Sell
22,014
-22,014
-50% -$1.34M ﹤0.01% 936
2019
Q2 		$2.55M Buy
44,028
+23,682
+116% +$1.33M ﹤0.01% 887
2019
Q1 		$1.13M Sell
20,346
-1,705
-8% -$89.9K ﹤0.01% 877
2018
Q4 		$1.09M Sell
22,051
-7,975
-27% -$403K ﹤0.01% 856
2018
Q3 		$1.47M Buy
30,026
+9,629
+47% +$469K ﹤0.01% 854
2018
Q2 		$959K Sell
20,397
-117,282
-85% -$5.3M ﹤0.01% 935
2018
Q1 		$6.24M Sell
137,679
-1,039,198
-88% -$45.6M 0.01% 699
2017
Q4 		$55.7M Buy
1,176,877
+21,564
+2% +$1.04M 0.09% 271
2017
Q3 		$53.5M Sell
1,155,313
-84,165
-7% -$3.97M 0.09% 271
2017
Q2 		$57.4M Sell
1,239,478
-300,990
-20% -$13.9M 0.1% 253
2017
Q1 		$68.8M Sell
1,540,468
-4,013
-0.3% -$174K 0.12% 211
2016
Q4 		$64.3M Sell
1,544,481
-72,478
-4% -$2.96M 0.12% 223
2016
Q3 		$67.9M Buy
1,616,959
+381,667
+31% +$16.7M 0.13% 196
2016
Q2 		$56.7M Sell
1,235,292
-44,855
-4% -$1.88M 0.11% 223
2016
Q1 		$54M Buy
1,280,147
+303,191
+31% +$11.9M 0.11% 223
2015
Q4 		$35.2M Sell
976,956
-321,312
-25% -$11.5M 0.07% 319
2015
Q3 		$45.9M Buy
+1,298,268
New +$43.8M 0.1% 260
2014
Q2 		– Sell
-20,982
Closed -$614K – 1387
2014
Q1 		$614K Buy
20,982
+5,082
+32% +$141K ﹤0.01% 1026
2013
Q4 		$426K Buy
15,900
+2,000
+14% +$53.8K ﹤0.01% 1150
2013
Q3 		$366K Buy
+13,900
New +$378K ﹤0.01% 1142

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

Schroder Investment Management Group's CMS Position: Q2 2026 in Review

Schroder Investment Management Group reduced its CMS Energy (CMS) stake by 89% in Q2 2026, selling an estimated $21.7M and leaving 35,329 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Schroder Investment Management Group first reported a position in CMS in Q3 2013 and has held it in 47 quarters since. The position peaked at $68.8M in Q1 2017. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Schroder Investment Management Group held 35,329 shares of CMS Energy worth $2.75M as of Q2 2026.
  • Schroder Investment Management Group sold 289,573 CMS Energy shares in Q2 2026, an estimated $21.7M.
  • CMS Energy made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #866 holding.
  • Schroder Investment Management Group first reported a position in CMS Energy in Q3 2013 and has held it in 47 quarters since.
  • Schroder Investment Management Group's CMS Energy position peaked at $68.8M in Q1 2017.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.