V-Square Quantitative Management’s CMS Energy CMS Stock Holding History

V-Square Quantitative 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	$884K	Buy	11,560 +351	+3%	+$26.3K	0.08%	211
2026 Q1	$870K	Buy	11,209 +380	+4%	+$28.2K	0.09%	191
2025 Q4	$757K	Buy	+10,829	New	+$788K	0.08%	212
2025 Q3	–	Sell	-7,859	Closed	-$544K	–	237
2025 Q2	$544K	Buy	7,859 +555	+8%	+$39.5K	0.07%	282
2025 Q1	$549K	Buy	7,304 +281	+4%	+$19.6K	0.08%	277
2024 Q4	$468K	Sell	7,023 -235	-3%	-$16.2K	0.07%	303
2024 Q3	$513K	Buy	7,258 +13	+0.2%	+$853	0.08%	285
2024 Q2	$431K	Sell	7,245 -41	-0.6%	-$2.48K	0.07%	284
2024 Q1	$440K	Hold	7,286	–	–	0.06%	301
2023 Q4	$423K	Buy	7,286 +1,296	+22%	+$72.4K	0.07%	256
2023 Q3	$318K	Buy	5,990 +3,665	+158%	+$212K	0.14%	185
2023 Q2	$137K	Buy	+2,325	New	+$140K	0.1%	182

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

V-Square Quantitative Management's CMS Position: Q2 2026 in Review

V-Square Quantitative Management increased its CMS Energy (CMS) stake by 3.1% in Q2 2026, buying an estimated $26.3K and bringing the position to 11,560 shares worth $884K. The position accounts for 0.08% of the portfolio, ranked #211.

V-Square Quantitative Management first reported a position in CMS in Q2 2023 and has held it in 12 quarters since. 275 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

V-Square Quantitative Management held 11,560 shares of CMS Energy worth $884K as of Q2 2026.
V-Square Quantitative Management bought 351 CMS Energy shares in Q2 2026, an estimated $26.3K.
CMS Energy made up 0.08% of V-Square Quantitative Management's portfolio in Q2 2026, its #211 holding.
V-Square Quantitative Management first reported a position in CMS Energy in Q2 2023 and has held it in 12 quarters since.
275 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.