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Summit Securities Group’s CMS Energy CMS Stock Holding History

Summit Securities 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 		$141K Buy
1,848
+1,798
+3,596% +$135K 0.01% 319
2026
Q1 		$3.88K Sell
50
-403
-89% -$29.9K ﹤0.01% 842
2025
Q4 		$31.7K Sell
453
-114
-20% -$8.29K ﹤0.01% 710
2025
Q3 		$41.5K Buy
567
+366
+182% +$26.3K 0.01% 611
2025
Q2 		$13.9K Buy
+201
New +$14.3K ﹤0.01% 816
2023
Q3 		– Sell
-381
Closed -$22K – 641
2023
Q2 		$22K Sell
381
-192
-34% -$11.6K ﹤0.01% 607
2023
Q1 		$35K Buy
573
+279
+95% +$17.1K ﹤0.01% 505
2022
Q4 		$19K Sell
294
-5,401
-95% -$319K ﹤0.01% 913
2022
Q3 		$332K Buy
5,695
+5,089
+840% +$342K 0.02% 317
2022
Q2 		$41K Buy
606
+487
+409% +$33.6K 0.01% 601
2022
Q1 		$8K Buy
+119
New +$7.72K ﹤0.01% 875
2013
Q3 		– Sell
-100
Closed -$3K – 442
2013
Q2 		$3K Buy
+100
New +$2.81K ﹤0.01% 442

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 Securities Group's CMS Position: Q2 2026 in Review

Summit Securities Group increased its CMS Energy (CMS) stake by 3,596% in Q2 2026, buying an estimated $135K and bringing the position to 1,848 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #319.

Summit Securities Group first reported a position in CMS in Q2 2013 and has held it in 12 quarters since. The position peaked at $332K in Q3 2022. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Summit Securities Group held 1,848 shares of CMS Energy worth $141K as of Q2 2026.
  • Summit Securities Group bought 1,798 CMS Energy shares in Q2 2026, an estimated $135K.
  • CMS Energy made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #319 holding.
  • Summit Securities Group first reported a position in CMS Energy in Q2 2013 and has held it in 12 quarters since.
  • Summit Securities Group's CMS Energy position peaked at $332K in Q3 2022.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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