VVP
CMS icon

Venture Visionary Partners’s CMS Energy CMS Stock Holding History

Venture Visionary Partners’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 		$2.1M Sell
27,458
-60
-0.2% -$4.5K 0.06% 238
2026
Q1 		$2.13M Sell
27,518
-4
-0% -$297 0.07% 215
2025
Q4 		$1.92M Buy
27,522
+1
+0% +$73 0.06% 231
2025
Q3 		$2.02M Buy
27,521
+24,356
+770% +$1.75M 0.07% 207
2025
Q2 		$219K Buy
3,165
+119
+4% +$8.48K 0.01% 545
2025
Q1 		$229K Sell
3,046
-104
-3% -$7.26K 0.01% 511
2024
Q4 		$210K Sell
3,150
-385
-11% -$26.5K 0.01% 512
2024
Q3 		$250K Sell
3,535
-355
-9% -$23.3K 0.01% 487
2024
Q2 		$232K Buy
+3,890
New +$235K 0.01% 501
2024
Q1 		– Sell
-3,788
Closed -$220K – 556
2023
Q4 		$220K Sell
3,788
-5
-0.1% -$279 0.01% 476
2023
Q3 		$201K Buy
3,793
+1
+0% +$58 0.01% 468
2023
Q2 		$223K Buy
3,792
+23
+0.6% +$1.39K 0.01% 465
2023
Q1 		$231K Buy
3,769
+261
+7% +$16K 0.01% 449
2022
Q4 		$222K Buy
3,508
+27
+0.8% +$1.6K 0.02% 430
2022
Q3 		$202K Buy
3,481
+58
+2% +$3.9K 0.02% 430
2022
Q2 		$231K Buy
3,423
+48
+1% +$3.31K 0.02% 420
2022
Q1 		$236K Buy
3,375
+23
+0.7% +$1.49K 0.02% 451
2021
Q4 		$218K Buy
3,352
+1
+0% +$61 0.01% 478
2021
Q3 		$200K Buy
+3,351
New +$209K 0.01% 488
2021
Q2 		– Sell
-3,559
Closed -$217K – 501
2021
Q1 		$217K Buy
+3,559
New +$205K 0.02% 425

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

Venture Visionary Partners's CMS Position: Q2 2026 in Review

Venture Visionary Partners reduced its CMS Energy (CMS) stake by 0.22% in Q2 2026, selling an estimated $4.5K and leaving 27,458 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #238.

Venture Visionary Partners first reported a position in CMS in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.13M in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Venture Visionary Partners held 27,458 shares of CMS Energy worth $2.1M as of Q2 2026.
  • Venture Visionary Partners sold 60 CMS Energy shares in Q2 2026, an estimated $4.5K.
  • CMS Energy made up 0.06% of Venture Visionary Partners's portfolio in Q2 2026, its #238 holding.
  • Venture Visionary Partners first reported a position in CMS Energy in Q1 2021 and has held it in 20 quarters since.
  • Venture Visionary Partners's CMS Energy position peaked at $2.13M in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.