Vontobel Holding’s CMS Energy CMS Stock Holding History

Vontobel Holding’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	$254K	Buy	3,315 +194	+6%	+$14.5K	﹤0.01%	1280
2026 Q1	$242K	Hold	3,121	–	–	﹤0.01%	1064
2025 Q4	$218K	Sell	3,121 -304	-9%	-$22.1K	﹤0.01%	1281
2025 Q3	$251K	Sell	3,425 -449	-12%	-$32.3K	﹤0.01%	1161
2025 Q2	$268K	Sell	3,874 -788	-17%	-$56.1K	﹤0.01%	1084
2025 Q1	$350K	Buy	4,662 +400	+9%	+$27.9K	﹤0.01%	878
2024 Q4	$284K	Hold	4,262	–	–	﹤0.01%	927
2024 Q3	$301K	Buy	4,262 +215	+5%	+$14.1K	﹤0.01%	915
2024 Q2	$241K	Sell	4,047 -539	-12%	-$32.6K	﹤0.01%	946
2024 Q1	$277K	Sell	4,586 -337	-7%	-$19.5K	﹤0.01%	917
2023 Q4	$286K	Sell	4,923 -946	-16%	-$52.8K	﹤0.01%	940
2023 Q3	$312K	Buy	+5,869	New	+$340K	﹤0.01%	884
2021 Q4	–	Sell	-4,825	Closed	-$288K	–	1078
2021 Q3	$288K	Hold	4,825	–	–	﹤0.01%	950
2021 Q2	$284K	Hold	4,825	–	–	﹤0.01%	932
2021 Q1	$296K	Sell	4,825 -236	-5%	-$13.6K	﹤0.01%	813
2020 Q4	$286K	Buy	+5,061	New	+$316K	﹤0.01%	814

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

Vontobel Holding's CMS Position: Q2 2026 in Review

Vontobel Holding increased its CMS Energy (CMS) stake by 6.2% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,315 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Vontobel Holding first reported a position in CMS in Q4 2020 and has held it in 16 quarters since. The position peaked at $350K in Q1 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Vontobel Holding held 3,315 shares of CMS Energy worth $254K as of Q2 2026.
Vontobel Holding bought 194 CMS Energy shares in Q2 2026, an estimated $14.5K.
CMS Energy made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1280 holding.
Vontobel Holding first reported a position in CMS Energy in Q4 2020 and has held it in 16 quarters since.
Vontobel Holding's CMS Energy position peaked at $350K in Q1 2025.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.