Transcend Capital Advisors’s CMS Energy CMS Stock Holding History

Transcend Capital Advisors’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	$278K	Buy	3,633 +632	+21%	+$47.4K	0.02%	652
2026 Q1	$233K	Buy	3,001 +29	+1%	+$2.15K	0.02%	631
2025 Q4	$208K	Buy	2,972 +135	+5%	+$9.82K	0.02%	650
2025 Q3	$208K	Buy	+2,837	New	+$204K	0.01%	651
2023 Q2	–	Sell	-5,146	Closed	-$316K	–	490
2023 Q1	$316K	Buy	5,146 +43	+0.8%	+$2.64K	0.03%	354
2022 Q4	$323K	Buy	5,103 +100	+2%	+$5.91K	0.04%	350
2022 Q3	$291K	Sell	5,003 -201	-4%	-$13.5K	0.03%	368
2022 Q2	$351K	Buy	5,204 +14	+0.3%	+$967	0.04%	349
2022 Q1	$363K	Buy	5,190 +119	+2%	+$7.72K	0.03%	369
2021 Q4	$330K	Buy	5,071 +939	+23%	+$57.6K	0.03%	362
2021 Q3	$250K	Buy	+4,132	New	+$258K	0.02%	410

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Transcend Capital Advisors's CMS Position: Q2 2026 in Review

Transcend Capital Advisors increased its CMS Energy (CMS) stake by 21% in Q2 2026, buying an estimated $47.4K and bringing the position to 3,633 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #652.

Transcend Capital Advisors first reported a position in CMS in Q3 2021 and has held it in 11 quarters since. The position peaked at $363K in Q1 2022. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Transcend Capital Advisors held 3,633 shares of CMS Energy worth $278K as of Q2 2026.
Transcend Capital Advisors bought 632 CMS Energy shares in Q2 2026, an estimated $47.4K.
CMS Energy made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #652 holding.
Transcend Capital Advisors first reported a position in CMS Energy in Q3 2021 and has held it in 11 quarters since.
Transcend Capital Advisors's CMS Energy position peaked at $363K in Q1 2022.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.