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Tidal Investments’s CMS Energy CMS Stock Holding History

Tidal Investments’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 		$11.3M Sell
147,464
-4,085
-3% -$306K 0.02% 640
2026
Q1 		$11.8M Buy
151,549
+8,760
+6% +$650K 0.02% 507
2025
Q4 		$9.99M Buy
142,789
+925
+0.7% +$67.3K 0.02% 456
2025
Q3 		$10.4M Sell
141,864
-1,055
-0.7% -$75.8K 0.02% 424
2025
Q2 		$9.9M Buy
142,919
+33,146
+30% +$2.36M 0.06% 317
2025
Q1 		$8.25M Sell
109,773
-7,180
-6% -$501K 0.07% 298
2024
Q4 		$7.79M Buy
116,953
+97,173
+491% +$6.69M 0.06% 321
2024
Q3 		$1.4M Buy
19,780
+2,965
+18% +$195K 0.01% 827
2024
Q2 		$1M Buy
16,815
+209
+1% +$12.7K 0.01% 897
2024
Q1 		$1M Buy
16,606
+7,696
+86% +$446K 0.02% 872
2023
Q4 		$517K Buy
8,910
+3,337
+60% +$186K 0.01% 925
2023
Q3 		$296K Buy
5,573
+1,236
+28% +$71.6K 0.01% 1065
2023
Q2 		$255K Buy
4,337
+672
+18% +$40.5K 0.01% 1113
2023
Q1 		$225K Buy
+3,665
New +$225K 0.01% 1141
2022
Q3 		– Sell
-3,233
Closed -$218K – 1128
2022
Q2 		$218K Sell
3,233
-607
-16% -$41.9K 0.01% 965
2022
Q1 		$269K Buy
3,840
+372
+11% +$24.1K 0.01% 863
2021
Q4 		$226K Buy
+3,468
New +$213K 0.01% 861

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

Tidal Investments's CMS Position: Q2 2026 in Review

Tidal Investments reduced its CMS Energy (CMS) stake by 2.7% in Q2 2026, selling an estimated $306K and leaving 147,464 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #640.

Tidal Investments first reported a position in CMS in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.8M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Tidal Investments held 147,464 shares of CMS Energy worth $11.3M as of Q2 2026.
  • Tidal Investments sold 4,085 CMS Energy shares in Q2 2026, an estimated $306K.
  • CMS Energy made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #640 holding.
  • Tidal Investments first reported a position in CMS Energy in Q4 2021 and has held it in 17 quarters since.
  • Tidal Investments's CMS Energy position peaked at $11.8M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.