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SummitTX Capital’s CMS Energy CMS Stock Holding History

SummitTX Capital’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 		– Sell
-35,643
Closed -$2.77M – 821
2026
Q1 		$2.77M Sell
35,643
-37,303
-51% -$2.77M 0.09% 250
2025
Q4 		$5.1M Buy
+72,946
New +$5.31M 0.15% 155
2025
Q2 		– Sell
-96,219
Closed -$7.23M – 788
2025
Q1 		$7.23M Buy
+96,219
New +$6.72M 0.31% 67

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

SummitTX Capital's CMS Position: Q2 2026 in Review

SummitTX Capital sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 35,643 shares — an estimated $2.77M sold.

SummitTX Capital first reported a position in CMS in Q1 2025 and held it in 3 quarters. The position peaked at $7.23M in Q1 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • SummitTX Capital reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 35,643 CMS Energy shares in Q2 2026, an estimated $2.77M.
  • SummitTX Capital first reported a position in CMS Energy in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's CMS Energy position peaked at $7.23M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.