WBI Investments’s CMS Energy CMS Stock Holding History

WBI Investments’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	–	Sell	-14,651	Closed	-$1.14M	–	305
2026 Q1	$1.14M	Buy	+14,651	New	+$1.09M	0.31%	92
2025 Q1	–	Sell	-53,719	Closed	-$3.58M	–	242
2024 Q4	$3.58M	Buy	53,719 +32,772	+156%	+$2.25M	0.89%	18
2024 Q3	$1.48M	Buy	+20,947	New	+$1.37M	0.36%	78
2016 Q1	–	Sell	-160,999	Closed	-$5.81M	–	141
2015 Q4	$5.81M	Buy	+160,999	New	+$5.74M	0.17%	100

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

WBI Investments's CMS Position: Q2 2026 in Review

WBI Investments sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 14,651 shares — an estimated $1.14M sold.

WBI Investments first reported a position in CMS in Q4 2015 and held it in 4 quarters. The position peaked at $5.81M in Q4 2015. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

WBI Investments reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 14,651 CMS Energy shares in Q2 2026, an estimated $1.14M.
WBI Investments first reported a position in CMS Energy in Q4 2015 and held it in 4 quarters.
WBI Investments's CMS Energy position peaked at $5.81M in Q4 2015.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.