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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
Q2 		$672K Buy
8,781
+2,196
+33% +$165K 0.03% 506
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 $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

Syon Capital's CMS Position: Q2 2026 in Review

Syon Capital increased its CMS Energy (CMS) stake by 33% in Q2 2026, buying an estimated $165K and bringing the position to 8,781 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #506.

Syon Capital first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Syon Capital held 8,781 shares of CMS Energy worth $672K as of Q2 2026.
  • Syon Capital bought 2,196 CMS Energy shares in Q2 2026, an estimated $165K.
  • CMS Energy made up 0.03% of Syon Capital's portfolio in Q2 2026, its #506 holding.
  • Syon Capital first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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