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Vident Advisory’s CMS Energy CMS Stock Holding History

Vident Advisory’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
Q1 		$1.11M Buy
14,258
+1,138
+9% +$84.5K 0.01% 833
2025
Q4 		$917K Sell
13,120
-1,073
-8% -$78K 0.01% 847
2025
Q3 		$1.04M Buy
14,193
+663
+5% +$47.6K 0.01% 809
2025
Q2 		$937K Buy
13,530
+1,975
+17% +$141K 0.01% 768
2025
Q1 		$868K Sell
11,555
-5,102
-31% -$356K 0.01% 783
2024
Q4 		$1.11M Buy
16,657
+9,030
+118% +$621K 0.02% 606
2024
Q3 		$539K Buy
7,627
+2,163
+40% +$142K 0.01% 883
2024
Q2 		$325K Buy
5,464
+824
+18% +$49.9K 0.01% 1099
2024
Q1 		$280K Sell
4,640
-55
-1% -$3.19K 0.01% 1069
2023
Q4 		$273K Sell
4,695
-794
-14% -$44.3K 0.01% 1042
2023
Q3 		$292K Buy
+5,489
New +$318K 0.01% 923

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vident Advisory's CMS Position: Q1 2026 in Review

Vident Advisory increased its CMS Energy (CMS) stake by 8.7% in Q1 2026, buying an estimated $84.5K and bringing the position to 14,258 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #833.

Vident Advisory first reported a position in CMS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Vident Advisory held 14,258 shares of CMS Energy worth $1.11M as of Q1 2026.
  • Vident Advisory bought 1,138 CMS Energy shares in Q1 2026, an estimated $84.5K.
  • CMS Energy made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #833 holding.
  • Vident Advisory first reported a position in CMS Energy in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's CMS Energy position peaked at $1.11M in Q4 2024.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.