VeraBank’s CMS Energy CMS Stock Holding History

VeraBank’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	$260K	Hold	3,400	–	–	0.04%	150
2026 Q1	$264K	Hold	3,400	–	–	0.05%	154
2025 Q4	$238K	Hold	3,400	–	–	0.04%	166
2025 Q3	$249K	Hold	3,400	–	–	0.05%	167
2025 Q2	$236K	Hold	3,400	–	–	0.05%	172
2025 Q1	$255K	Hold	3,400	–	–	0.07%	130
2024 Q4	$227K	Hold	3,400	–	–	0.06%	136
2024 Q3	$240K	Hold	3,400	–	–	0.07%	135
2024 Q2	$202K	Hold	3,400	–	–	0.06%	142
2024 Q1	$205K	Buy	+3,400	New	+$197K	0.06%	143
2023 Q2	–	Sell	-3,400	Closed	-$209K	–	137
2023 Q1	$209K	Hold	3,400	–	–	0.1%	132
2022 Q4	$215K	Buy	+3,400	New	+$201K	0.11%	123
2022 Q3	–	Sell	-4,150	Closed	-$280K	–	122
2022 Q2	$280K	Buy	4,150 +750	+22%	+$51.8K	0.16%	106
2022 Q1	$238K	Hold	3,400	–	–	0.12%	118
2021 Q4	$221K	Hold	3,400	–	–	0.11%	128
2021 Q3	$203K	Hold	3,400	–	–	0.12%	125
2021 Q2	$201K	Sell	3,400 -500	-13%	-$31.1K	0.12%	120
2021 Q1	$239K	Sell	3,900 -2,500	-39%	-$144K	0.16%	106
2020 Q4	$390K	Hold	6,400	–	–	0.27%	79
2020 Q3	$393K	Hold	6,400	–	–	0.3%	75
2020 Q2	$374K	Hold	6,400	–	–	0.31%	76
2020 Q1	$376K	Buy	6,400 +2,500	+64%	+$160K	0.36%	68
2019 Q4	$245K	Buy	+3,900	New	+$243K	0.2%	92

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 $3.37T AUM 44.26% 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

VeraBank's CMS Position: Q2 2026 in Review

VeraBank held its CMS Energy (CMS) position steady in Q2 2026 at 3,400 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #150.

VeraBank first reported a position in CMS in Q4 2019 and has held it in 23 quarters since. The position peaked at $393K in Q3 2020. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

VeraBank held 3,400 shares of CMS Energy worth $260K as of Q2 2026.
VeraBank left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.04% of VeraBank's portfolio in Q2 2026, its #150 holding.
VeraBank first reported a position in CMS Energy in Q4 2019 and has held it in 23 quarters since.
VeraBank's CMS Energy position peaked at $393K in Q3 2020.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.