Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s CMS Energy CMS Stock Holding History

Vanguard Personalized Indexing 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 		$3.55M Buy
46,457
+1,117
+2% +$83.7K 0.03% 442
2026
Q1 		$3.52M Buy
45,340
+818
+2% +$60.7K 0.03% 412
2025
Q4 		$3.11M Buy
44,522
+1,707
+4% +$124K 0.03% 447
2025
Q3 		$3.14M Sell
42,815
-435
-1% -$31.2K 0.03% 428
2025
Q2 		$3M Buy
43,250
+3,907
+10% +$278K 0.03% 439
2025
Q1 		$2.96M Buy
39,343
+2,674
+7% +$187K 0.04% 366
2024
Q4 		$2.44M Buy
36,669
+5,434
+17% +$374K 0.04% 416
2024
Q3 		$2.21M Buy
31,235
+4,292
+16% +$282K 0.04% 441
2024
Q2 		$1.6M Buy
26,943
+2,001
+8% +$121K 0.03% 484
2024
Q1 		$1.5M Buy
24,942
+4,302
+21% +$249K 0.03% 476
2023
Q4 		$1.2M Buy
20,640
+2,852
+16% +$159K 0.03% 542
2023
Q3 		$945K Sell
17,788
-4,867
-21% -$282K 0.03% 585
2023
Q2 		$1.33M Buy
22,655
+4,308
+23% +$260K 0.04% 446
2023
Q1 		$1.13M Buy
18,347
+3,494
+24% +$215K 0.04% 470
2022
Q4 		$941K Sell
14,853
-770
-5% -$45.5K 0.04% 534
2022
Q3 		$910K Buy
15,623
+977
+7% +$65.7K 0.04% 518
2022
Q2 		$989K Buy
14,646
+4,303
+42% +$297K 0.05% 472
2022
Q1 		$723K Buy
10,343
+1,789
+21% +$116K 0.04% 638
2021
Q4 		$556K Buy
8,554
+1,130
+15% +$69.4K 0.03% 662
2021
Q3 		$443K Sell
7,424
-18
-0.2% -$1.12K 0.04% 583
2021
Q2 		$440K Buy
7,442
+1,171
+19% +$72.8K 0.05% 544
2021
Q1 		$384K Buy
+6,271
New +$360K 0.06% 410

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

Vanguard Personalized Indexing Management's CMS Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its CMS Energy (CMS) stake by 2.5% in Q2 2026, buying an estimated $83.7K and bringing the position to 46,457 shares worth $3.55M. The position accounts for 0.03% of the portfolio, ranked #442.

Vanguard Personalized Indexing Management first reported a position in CMS in Q1 2021 and has held it in 22 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 46,457 shares of CMS Energy worth $3.55M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,117 CMS Energy shares in Q2 2026, an estimated $83.7K.
  • CMS Energy made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #442 holding.
  • Vanguard Personalized Indexing Management first reported a position in CMS Energy in Q1 2021 and has held it in 22 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.