Sumitomo Mitsui DS Asset Management’s CMS Energy CMS Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$3.81M	Sell	49,851 -1,080	-2%	-$80.9K	0.03%	405
2026 Q1	$3.95M	Buy	50,931 +1,429	+3%	+$106K	0.03%	366
2025 Q4	$3.46M	Buy	49,502 +114	+0.2%	+$8.29K	0.03%	396
2025 Q3	$3.62M	Buy	49,388 +326	+0.7%	+$23.4K	0.03%	378
2025 Q2	$3.4M	Buy	49,062 +52	+0.1%	+$3.71K	0.03%	380
2025 Q1	$3.68M	Buy	49,010 +799	+2%	+$55.8K	0.04%	356
2024 Q4	$3.21M	Sell	48,211 -402	-0.8%	-$27.7K	0.03%	381
2024 Q3	$3.43M	Buy	48,613 +5,233	+12%	+$343K	0.04%	360
2024 Q2	$2.58M	Sell	43,380 -648	-1%	-$39.2K	0.03%	388
2024 Q1	$2.66M	Buy	44,028 +3,116	+8%	+$181K	0.03%	382
2023 Q4	$2.38M	Sell	40,912 -642	-2%	-$35.9K	0.03%	411
2023 Q3	$2.21M	Buy	41,554 +79	+0.2%	+$4.58K	0.03%	373
2023 Q2	$2.44M	Buy	41,475 +14,326	+53%	+$864K	0.04%	355
2023 Q1	$1.67M	Buy	27,149 +462	+2%	+$28.4K	0.03%	420
2022 Q4	$1.69M	Buy	26,687 +3,862	+17%	+$228K	0.03%	395
2022 Q3	$1.33M	Buy	22,825 +312	+1%	+$21K	0.03%	429
2022 Q2	$1.52M	Buy	22,513 +104	+0.5%	+$7.18K	0.04%	380
2022 Q1	$1.57M	Sell	22,409 -33	-0.1%	-$2.14K	0.03%	394
2021 Q4	$1.46M	Buy	22,442 +2,956	+15%	+$181K	0.03%	437
2021 Q3	$1.16M	Sell	19,486 -110	-0.6%	-$6.86K	0.03%	463
2021 Q2	$1.16M	Sell	19,596 -39,459	-67%	-$2.45M	0.03%	466
2021 Q1	$3.62M	Sell	59,055 -33,994	-37%	-$1.95M	0.09%	197
2020 Q4	$5.68M	Buy	93,049 +485	+0.5%	+$30.3K	0.16%	123
2020 Q3	$5.68M	Sell	92,564 -3,012	-3%	-$184K	0.18%	104
2020 Q2	$5.58M	Sell	95,576 -539	-0.6%	-$31.2K	0.19%	102
2020 Q1	$5.65M	Buy	96,115 +5,480	+6%	+$351K	0.23%	93
2019 Q4	$5.7M	Sell	90,635 -4,096	-4%	-$255K	0.19%	110
2019 Q3	$6.06M	Buy	94,731 +29	+0%	+$1.76K	0.23%	94
2019 Q2	$5.48M	Sell	94,702 -23,827	-20%	-$1.34M	0.22%	95
2019 Q1	$6.58M	Buy	118,529 +1,739	+1%	+$91.7K	0.11%	158
2018 Q4	$5.8M	Buy	116,790 +436	+0.4%	+$22K	0.1%	158
2018 Q3	$5.7M	Sell	116,354 -1,624	-1%	-$79.2K	0.09%	175
2018 Q2	$5.58M	Buy	117,978 +6,600	+6%	+$298K	0.09%	176
2018 Q1	$5.04M	Buy	111,378 +951	+0.9%	+$41.7K	0.07%	202
2017 Q4	$5.22M	Buy	110,427 +22,272	+25%	+$1.08M	0.08%	204
2017 Q3	$4.08M	Buy	88,155 +6,031	+7%	+$285K	0.06%	233
2017 Q2	$3.8M	Buy	82,124 +58,060	+241%	+$2.68M	0.06%	245
2017 Q1	$1.08M	Buy	24,064 +3,430	+17%	+$149K	0.02%	467
2016 Q4	$858K	Sell	20,634 -319	-2%	-$13K	0.02%	489
2016 Q3	$880K	Sell	20,953 -60	-0.3%	-$2.62K	0.02%	479
2016 Q2	$963K	Buy	21,013 +406	+2%	+$17.1K	0.03%	403
2016 Q1	$874K	Buy	20,607 +312	+2%	+$12.2K	0.03%	441
2015 Q4	$732K	Hold	20,295	–	–	0.02%	487
2015 Q3	$716K	Buy	20,295 +117	+0.6%	+$3.95K	0.02%	500
2015 Q2	$642K	Sell	20,178 -2,184	-10%	-$73.4K	0.02%	560
2015 Q1	$780K	Sell	22,362 -381	-2%	-$13.5K	0.02%	532
2014 Q4	$790K	Sell	22,743 -2,498	-10%	-$81.6K	0.02%	539
2014 Q3	$748K	Sell	25,241 -1,708	-6%	-$51K	0.02%	555
2014 Q2	$839K	Buy	26,949 +376	+1%	+$11.2K	0.02%	554
2014 Q1	$778K	Sell	26,573 -4,407	-14%	-$122K	0.02%	580
2013 Q4	$829K	Buy	30,980 +174	+0.6%	+$4.68K	0.02%	569
2013 Q3	$810K	Sell	30,806 -4,016	-12%	-$109K	0.02%	568
2013 Q2	$946K	Buy	+34,822	New	+$977K	0.03%	500

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's CMS Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its CMS Energy (CMS) stake by 2.1% in Q2 2026, selling an estimated $80.9K and leaving 49,851 shares worth $3.81M. The position accounts for 0.03% of the portfolio, ranked #405.

Sumitomo Mitsui DS Asset Management first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.58M in Q1 2019. 236 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 49,851 shares of CMS Energy worth $3.81M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 1,080 CMS Energy shares in Q2 2026, an estimated $80.9K.
CMS Energy made up 0.03% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #405 holding.
Sumitomo Mitsui DS Asset Management first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
Sumitomo Mitsui DS Asset Management's CMS Energy position peaked at $6.58M in Q1 2019.
236 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.