Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s CMS Energy CMS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$30.6M Buy
399,769
+14,586
+4% +$1.09M 0.05% 309
2026
Q1 		$29.9M Sell
385,183
-8,756
-2% -$650K 0.05% 297
2025
Q4 		$27.6M Sell
393,939
-38,243
-9% -$2.78M 0.04% 322
2025
Q3 		$31.7M Sell
432,182
-1,058
-0.2% -$76K 0.05% 290
2025
Q2 		$30M Buy
433,240
+68,296
+19% +$4.87M 0.05% 299
2025
Q1 		$27.4M Buy
364,944
+4,079
+1% +$285K 0.05% 307
2024
Q4 		$24.1M Buy
+360,865
New +$24.8M 0.05% 329

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's CMS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its CMS Energy (CMS) stake by 3.8% in Q2 2026, buying an estimated $1.09M and bringing the position to 399,769 shares worth $30.6M. The position accounts for 0.05% of the portfolio, ranked #309.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7M in Q3 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 399,769 shares of CMS Energy worth $30.6M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 14,586 CMS Energy shares in Q2 2026, an estimated $1.09M.
  • CMS Energy made up 0.05% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #309 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's CMS Energy position peaked at $31.7M in Q3 2025.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.