WI
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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
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
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

WBI Investments's CMS Position: Q1 2026 in Review

WBI Investments opened a new position in CMS Energy (CMS) in Q1 2026: 14,651 shares worth $1.14M. The stake represents 0.31% of the portfolio and ranks #92 among its holdings. This is a return to the name: WBI Investments previously reported a position in CMS as recently as Q4 2024.

WBI Investments first reported a position in CMS in Q4 2015 and has held it in 4 quarters since. The position peaked at $5.81M in Q4 2015. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • WBI Investments held 14,651 shares of CMS Energy worth $1.14M as of Q1 2026.
  • CMS Energy was a new WBI Investments position in Q1 2026.
  • CMS Energy made up 0.31% of WBI Investments's portfolio in Q1 2026, its #92 holding.
  • WBI Investments first reported a position in CMS Energy in Q4 2015 and has held it in 4 quarters since.
  • WBI Investments's CMS Energy position peaked at $5.81M in Q4 2015.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.