Vaughan Nelson Investment Management’s CMS Energy CMS Stock Holding History

Vaughan Nelson Investment 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	$78.7M	Buy	1,028,844 +5,520	+0.5%	+$414K	0.7%	54
2026 Q1	$79.4M	Buy	1,023,324 +227,795	+29%	+$16.9M	0.8%	43
2025 Q4	$55.6M	Buy	795,529 +164,930	+26%	+$12M	0.54%	70
2025 Q3	$46.2M	Buy	630,599 +92,980	+17%	+$6.68M	0.42%	84
2025 Q2	$37.2M	Sell	537,619 -16,381	-3%	-$1.17M	0.35%	94
2025 Q1	$41.6M	Buy	+554,000	New	+$38.7M	0.42%	83
2023 Q4	–	Sell	-433,070	Closed	-$23M	–	256
2023 Q3	$23M	Sell	433,070 -239,345	-36%	-$13.9M	0.26%	106
2023 Q2	$39.5M	Buy	672,415 +143,711	+27%	+$8.67M	0.44%	67
2023 Q1	$32.5M	Buy	528,704 +156,765	+42%	+$9.64M	0.4%	77
2022 Q4	$23.6M	Sell	371,939 -287,318	-44%	-$17M	0.31%	96
2022 Q3	$38.4M	Sell	659,257 -156,957	-19%	-$10.6M	0.56%	50
2022 Q2	$55.1M	Sell	816,214 -28,650	-3%	-$1.98M	0.74%	36
2022 Q1	$59.1M	Buy	844,864 +259,950	+44%	+$16.9M	0.67%	43
2021 Q4	$38M	Sell	584,914 -14,084	-2%	-$865K	0.39%	78
2021 Q3	$35.8M	Buy	598,998 +482,328	+413%	+$30.1M	0.36%	85
2021 Q2	$6.89M	Sell	116,670 -5,407	-4%	-$336K	0.07%	144
2021 Q1	$7.47M	Sell	122,077 -1,833	-1%	-$105K	0.08%	136
2020 Q4	$7.56M	Sell	123,910 -2,927	-2%	-$183K	0.09%	142
2020 Q3	$7.79M	Sell	126,837 -7,548	-6%	-$462K	0.11%	147
2020 Q2	$7.85M	Sell	134,385 -404,160	-75%	-$23.4M	0.11%	158
2020 Q1	$31.6M	Sell	538,545 -5,615	-1%	-$359K	0.54%	55
2019 Q4	$34.2M	Sell	544,160 -17,500	-3%	-$1.09M	0.43%	85
2019 Q3	$35.9M	Sell	561,660 -81,930	-13%	-$4.97M	0.48%	81
2019 Q2	$37.3M	Sell	643,590 -91,700	-12%	-$5.15M	0.49%	74
2019 Q1	$40.8M	Sell	735,290 -175,800	-19%	-$9.27M	0.55%	71
2018 Q4	$45.2M	Sell	911,090 -67,900	-7%	-$3.43M	0.65%	59
2018 Q3	$48M	Sell	978,990 -33,535	-3%	-$1.63M	0.56%	69
2018 Q2	$47.9M	Buy	+1,012,525	New	+$45.7M	0.57%	70

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

Vaughan Nelson Investment Management's CMS Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its CMS Energy (CMS) stake by 0.54% in Q2 2026, buying an estimated $414K and bringing the position to 1,028,844 shares worth $78.7M. The position accounts for 0.7% of the portfolio, ranked #54.

Vaughan Nelson Investment Management first reported a position in CMS in Q2 2018 and has held it in 28 quarters since. The position peaked at $79.4M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Vaughan Nelson Investment Management held 1,028,844 shares of CMS Energy worth $78.7M as of Q2 2026.
Vaughan Nelson Investment Management bought 5,520 CMS Energy shares in Q2 2026, an estimated $414K.
CMS Energy made up 0.7% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #54 holding.
Vaughan Nelson Investment Management first reported a position in CMS Energy in Q2 2018 and has held it in 28 quarters since.
Vaughan Nelson Investment Management's CMS Energy position peaked at $79.4M in Q1 2026.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.