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Virtus Investment Advisers’s CMS Energy CMS Stock Holding History

Virtus Investment Advisers’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 		$202K Buy
2,646
+123
+5% +$9.22K 0.05% 391
2026
Q1 		$196K Buy
2,523
+192
+8% +$14.3K 0.05% 365
2025
Q4 		$163K Buy
+2,331
New +$170K 0.04% 411
2023
Q2 		– Sell
-1,768
Closed -$109K – 269
2023
Q1 		$109K Hold
1,768
– – 0.08% 243
2022
Q4 		$112K Hold
1,768
– – 0.07% 263
2022
Q3 		$103K Buy
+1,768
New +$119K 0.05% 291
2017
Q4 		– Sell
-16,925
Closed -$784K – 508
2017
Q3 		$784K Sell
16,925
-2,587
-13% -$122K 0.08% 250
2017
Q2 		$902K Buy
19,512
+12,261
+169% +$567K 0.09% 237
2017
Q1 		$324K Sell
7,251
-14,615
-67% -$633K 0.03% 366
2016
Q4 		$910K Sell
21,866
-31,697
-59% -$1.3M 0.07% 282
2016
Q3 		$2.25M Buy
+53,563
New +$2.34M 0.14% 203

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

Virtus Investment Advisers's CMS Position: Q2 2026 in Review

Virtus Investment Advisers increased its CMS Energy (CMS) stake by 4.9% in Q2 2026, buying an estimated $9.22K and bringing the position to 2,646 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #391.

Virtus Investment Advisers first reported a position in CMS in Q3 2016 and has held it in 11 quarters since. The position peaked at $2.25M in Q3 2016. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Virtus Investment Advisers held 2,646 shares of CMS Energy worth $202K as of Q2 2026.
  • Virtus Investment Advisers bought 123 CMS Energy shares in Q2 2026, an estimated $9.22K.
  • CMS Energy made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #391 holding.
  • Virtus Investment Advisers first reported a position in CMS Energy in Q3 2016 and has held it in 11 quarters since.
  • Virtus Investment Advisers's CMS Energy position peaked at $2.25M in Q3 2016.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.