Vestmark Advisory Solutions’s CMS Energy CMS Stock Holding History

Vestmark Advisory Solutions’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	$453K	Sell	5,924 -436	-7%	-$32.7K	﹤0.01%	1166
2026 Q1	$493K	Sell	6,360 -32	-0.5%	-$2.38K	0.01%	1071
2025 Q4	$447K	Buy	6,392 +1,884	+42%	+$137K	0.01%	1021
2025 Q3	$330K	Sell	4,508 -137	-3%	-$9.84K	0.01%	769
2025 Q2	$322K	Sell	4,645 -1,101	-19%	-$78.4K	﹤0.01%	691
2025 Q1	$432K	Buy	+5,746	New	+$401K	0.01%	542
2024 Q4	–	Sell	-3,017	Closed	-$213K	–	577
2024 Q3	$213K	Buy	+3,017	New	+$198K	0.01%	516
2023 Q3	–	Sell	-13,089	Closed	-$769K	–	496
2023 Q2	$769K	Buy	13,089 +292	+2%	+$17.6K	0.03%	508
2023 Q1	$785K	Buy	12,797 +632	+5%	+$38.8K	0.03%	491
2022 Q4	$770K	Buy	12,165 +248	+2%	+$14.7K	0.04%	481
2022 Q3	$694K	Sell	11,917 -406	-3%	-$27.3K	0.04%	467
2022 Q2	$832K	Buy	12,323 +423	+4%	+$29.2K	0.05%	414
2022 Q1	$832K	Buy	+11,900	New	+$772K	0.05%	401
2020 Q1	–	Sell	-83	Closed	-$5K	–	476
2019 Q4	$5K	Buy	+83	New	+$5.17K	﹤0.01%	245

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

Vestmark Advisory Solutions's CMS Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its CMS Energy (CMS) stake by 6.9% in Q2 2026, selling an estimated $32.7K and leaving 5,924 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Vestmark Advisory Solutions first reported a position in CMS in Q4 2019 and has held it in 14 quarters since. The position peaked at $832K in Q2 2022. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Vestmark Advisory Solutions held 5,924 shares of CMS Energy worth $453K as of Q2 2026.
Vestmark Advisory Solutions sold 436 CMS Energy shares in Q2 2026, an estimated $32.7K.
CMS Energy made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1166 holding.
Vestmark Advisory Solutions first reported a position in CMS Energy in Q4 2019 and has held it in 14 quarters since.
Vestmark Advisory Solutions's CMS Energy position peaked at $832K in Q2 2022.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.