Summit Global Investments
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Summit Global Investments’s CMS Energy CMS Stock Holding History

Summit Global Investments’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
Q3 		$2.22M Buy
35,161
+348
+1% +$24.4K 0.11% 106
2026
Q2 		$2.66M Sell
34,813
-35,430
-50% -$2.66M 0.15% 76
2026
Q1 		$5.45M Sell
70,243
-6,743
-9% -$500K 0.32% 44
2025
Q4 		$5.38M Sell
76,986
-34,544
-31% -$2.51M 0.32% 39
2025
Q3 		$8.17M Sell
111,530
-4,210
-4% -$302K 0.48% 31
2025
Q2 		$8.02M Sell
115,740
-79,756
-41% -$5.68M 0.47% 35
2025
Q1 		$14.7M Sell
195,496
-37,152
-16% -$2.59M 1.07% 12
2024
Q4 		$15.5M Buy
+232,648
New +$16M 0.97% 15
2023
Q3 		– Sell
-33,499
Closed -$1.97M – 524
2023
Q2 		$1.97M Sell
33,499
-1,168
-3% -$70.5K 0.13% 136
2023
Q1 		$2.13M Sell
34,667
-34,250
-50% -$2.11M 0.16% 126
2022
Q4 		$4.36M Sell
68,917
-580
-0.8% -$34.3K 0.37% 82
2022
Q3 		$4.05M Buy
69,497
+244
+0.4% +$16.4K 0.37% 81
2022
Q2 		$4.68M Buy
+69,253
New +$4.78M 0.41% 64
2018
Q1 		– Sell
-14,162
Closed -$670K – 275
2017
Q4 		$670K Sell
14,162
-11,425
-45% -$553K 0.1% 127
2017
Q3 		$1.18M Buy
25,587
+13,012
+103% +$614K 0.19% 79
2017
Q2 		$582K Buy
12,575
+495
+4% +$22.9K 0.17% 114
2017
Q1 		$540K Buy
12,080
+1,050
+10% +$45.5K 0.18% 100
2016
Q4 		$459K Buy
+11,030
New +$451K 0.17% 126

Other funds holding CMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Summit Global Investments's CMS Position: Q3 2026 in Review

Summit Global Investments increased its CMS Energy (CMS) stake by 1% in Q3 2026, buying an estimated $24.4K and bringing the position to 35,161 shares worth $2.22M. The position accounts for 0.11% of the portfolio, ranked #106.

Summit Global Investments first reported a position in CMS in Q4 2016 and has held it in 18 quarters since. The position peaked at $15.5M in Q4 2024. 671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Summit Global Investments held 35,161 shares of CMS Energy worth $2.22M as of Q3 2026.
  • Summit Global Investments bought 348 CMS Energy shares in Q3 2026, an estimated $24.4K.
  • CMS Energy made up 0.11% of Summit Global Investments's portfolio in Q3 2026, its #106 holding.
  • Summit Global Investments first reported a position in CMS Energy in Q4 2016 and has held it in 18 quarters since.
  • Summit Global Investments's CMS Energy position peaked at $15.5M in Q4 2024.
  • 671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.