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Vise Technologies’s CMS Energy CMS Stock Holding History

Vise Technologies’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 		$1.19M Buy
15,497
+1,254
+9% +$94K 0.01% 723
2026
Q1 		$996K Hold
14,243
– – 0.02% 587
2025
Q4 		$996K Buy
14,243
+5,908
+71% +$430K 0.02% 591
2025
Q3 		$611K Buy
8,335
+620
+8% +$44.5K 0.02% 582
2025
Q2 		$534K Buy
+7,715
New +$550K 0.02% 619
2024
Q4 		$291K Buy
+4,362
New +$300K 0.02% 609

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 $3.38T AUM 44.17% 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

Vise Technologies's CMS Position: Q2 2026 in Review

Vise Technologies increased its CMS Energy (CMS) stake by 8.8% in Q2 2026, buying an estimated $94K and bringing the position to 15,497 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #723.

Vise Technologies first reported a position in CMS in Q4 2024 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Vise Technologies held 15,497 shares of CMS Energy worth $1.19M as of Q2 2026.
  • Vise Technologies bought 1,254 CMS Energy shares in Q2 2026, an estimated $94K.
  • CMS Energy made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #723 holding.
  • Vise Technologies first reported a position in CMS Energy in Q4 2024 and has held it in 6 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.