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Siemens Fonds Invest’s CMS Energy CMS Stock Holding History

Siemens Fonds Invest’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 		$2.85M Buy
37,240
+7,017
+23% +$526K 0.14% 154
2026
Q1 		$2.34M Buy
30,223
+260
+0.9% +$19.3K 0.13% 169
2025
Q4 		$2.11M Buy
29,963
+25,863
+631% +$1.88M 0.11% 180
2025
Q3 		$300K Sell
4,100
-24
-0.6% -$1.72K 0.02% 395
2025
Q2 		$286K Buy
4,124
+691
+20% +$49.2K 0.02% 402
2025
Q1 		$258K Buy
3,433
+204
+6% +$14.2K 0.02% 386
2024
Q4 		$215K Hold
3,229
– – 0.01% 428
2024
Q3 		$228K Buy
+3,229
New +$212K 0.02% 404
2024
Q2 		– Sell
-3,323
Closed -$201K – 429
2024
Q1 		$201K Buy
+3,323
New +$193K 0.02% 426
2022
Q3 		– Sell
-2,974
Closed -$201K – 393
2022
Q2 		$201K Hold
2,974
– – 0.02% 389
2022
Q1 		$208K Buy
+2,974
New +$193K 0.02% 408

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

Siemens Fonds Invest's CMS Position: Q2 2026 in Review

Siemens Fonds Invest increased its CMS Energy (CMS) stake by 23% in Q2 2026, buying an estimated $526K and bringing the position to 37,240 shares worth $2.85M. The position accounts for 0.14% of the portfolio, ranked #154.

Siemens Fonds Invest first reported a position in CMS in Q1 2022 and has held it in 11 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Siemens Fonds Invest held 37,240 shares of CMS Energy worth $2.85M as of Q2 2026.
  • Siemens Fonds Invest bought 7,017 CMS Energy shares in Q2 2026, an estimated $526K.
  • CMS Energy made up 0.14% of Siemens Fonds Invest's portfolio in Q2 2026, its #154 holding.
  • Siemens Fonds Invest first reported a position in CMS Energy in Q1 2022 and has held it in 11 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.