SIM
CMS icon

Synergy Investment Management’s CMS Energy CMS Stock Holding History

Synergy Investment 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 		$4.24K Buy
57
+45
+375% +$3.37K ﹤0.01% 785
2026
Q1 		$931 Buy
+12
New +$891 ﹤0.01% 775

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 $3.38T AUM 44.17% 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

Synergy Investment Management's CMS Position: Q2 2026 in Review

Synergy Investment Management increased its CMS Energy (CMS) stake by 375% in Q2 2026, buying an estimated $3.37K and bringing the position to 57 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Synergy Investment Management first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Synergy Investment Management held 57 shares of CMS Energy worth $4.24K as of Q2 2026.
  • Synergy Investment Management bought 45 CMS Energy shares in Q2 2026, an estimated $3.37K.
  • CMS Energy made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #785 holding.
  • Synergy Investment Management first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.