SGI
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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
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 		$4.37M 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 		$4.67M 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 		$1.19M 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 $6.73T 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

Summit Global Investments's CMS Position: Q2 2026 in Review

Summit Global Investments reduced its CMS Energy (CMS) stake by 50% in Q2 2026, selling an estimated $2.66M and leaving 34,813 shares worth $2.66M. The position accounts for 0.15% of the portfolio, ranked #76.

Summit Global Investments first reported a position in CMS in Q4 2016 and has held it in 17 quarters since. The position peaked at $15.5M in Q4 2024. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Summit Global Investments held 34,813 shares of CMS Energy worth $2.66M as of Q2 2026.
  • Summit Global Investments sold 35,430 CMS Energy shares in Q2 2026, an estimated $2.66M.
  • CMS Energy made up 0.15% of Summit Global Investments's portfolio in Q2 2026, its #76 holding.
  • Summit Global Investments first reported a position in CMS Energy in Q4 2016 and has held it in 17 quarters since.
  • Summit Global Investments's CMS Energy position peaked at $15.5M in Q4 2024.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.