SC
CMS icon

Syon Capital’s CMS Energy CMS Stock Holding History

Syon 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
Q1 		$511K Sell
6,585
-1,211
-16% -$89.9K 0.03% 546
2025
Q4 		$545K Buy
7,796
+389
+5% +$28.3K 0.03% 532
2025
Q3 		$543K Buy
7,407
+1,673
+29% +$120K 0.03% 470
2025
Q2 		$397K Buy
5,734
+2,794
+95% +$199K 0.03% 452
2025
Q1 		$221K Buy
+2,940
New +$205K 0.02% 517

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Syon Capital's CMS Position: Q1 2026 in Review

Syon Capital reduced its CMS Energy (CMS) stake by 16% in Q1 2026, selling an estimated $89.9K and leaving 6,585 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #546.

Syon Capital first reported a position in CMS in Q1 2025 and has held it in 5 quarters since. The position peaked at $545K in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Syon Capital held 6,585 shares of CMS Energy worth $511K as of Q1 2026.
  • Syon Capital sold 1,211 CMS Energy shares in Q1 2026, an estimated $89.9K.
  • CMS Energy made up 0.03% of Syon Capital's portfolio in Q1 2026, its #546 holding.
  • Syon Capital first reported a position in CMS Energy in Q1 2025 and has held it in 5 quarters since.
  • Syon Capital's CMS Energy position peaked at $545K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.