TCM
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TD Capital Management’s CMS Energy CMS Stock Holding History

TD Capital 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 		$4.03K Buy
53
+1
+2% +$75 ﹤0.01% 557
2026
Q1 		$4.06K Hold
52
– – ﹤0.01% 584
2025
Q4 		$3.63K Hold
52
– – ﹤0.01% 554
2025
Q3 		$3.77K Buy
52
+1
+2% +$72 ﹤0.01% 522
2025
Q2 		$3.54K Hold
51
– – ﹤0.01% 527
2025
Q1 		$3.81K Buy
51
+1
+2% +$70 ﹤0.01% 411
2024
Q4 		$3.36K Buy
+50
New +$3.44K ﹤0.01% 392
2013
Q4 		– Sell
-4,382
Closed -$115K – 161
2013
Q3 		$115K Hold
4,382
– – 0.03% 78
2013
Q2 		$119K Buy
+4,382
New +$123K 0.03% 64

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

TD Capital Management's CMS Position: Q2 2026 in Review

TD Capital Management increased its CMS Energy (CMS) stake by 1.9% in Q2 2026, buying an estimated $75 and bringing the position to 53 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

TD Capital Management first reported a position in CMS in Q2 2013 and has held it in 9 quarters since. The position peaked at $119K in Q2 2013. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • TD Capital Management held 53 shares of CMS Energy worth $4.03K as of Q2 2026.
  • TD Capital Management bought 1 CMS Energy share in Q2 2026, an estimated $75.
  • CMS Energy made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #557 holding.
  • TD Capital Management first reported a position in CMS Energy in Q2 2013 and has held it in 9 quarters since.
  • TD Capital Management's CMS Energy position peaked at $119K in Q2 2013.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.