Wedge Capital Management’s CMS Energy CMS Stock Holding History

Wedge Capital Management’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	-4,853	Closed	-$376K	–	503
2026 Q1	$376K	Sell	4,853 -3,779	-44%	-$280K	0.01%	484
2025 Q4	$604K	Sell	8,632 -1,524	-15%	-$111K	0.01%	471
2025 Q3	$744K	Sell	10,156 -8,793	-46%	-$632K	0.01%	471
2025 Q2	$1.31M	Sell	18,949 -5,341	-22%	-$381K	0.02%	393
2025 Q1	$1.82M	Sell	24,290 -2,050	-8%	-$143K	0.04%	334
2024 Q4	$1.76M	Sell	26,340 -4,220	-14%	-$290K	0.03%	347
2024 Q3	$2.16M	Sell	30,560 -5,933	-16%	-$389K	0.04%	314
2024 Q2	$2.17M	Sell	36,493 -35,603	-49%	-$2.16M	0.04%	301
2024 Q1	$4.35M	Sell	72,096 -28,092	-28%	-$1.63M	0.07%	251
2023 Q4	$5.82M	Sell	100,188 -743	-0.7%	-$41.5K	0.1%	215
2023 Q3	$5.36M	Sell	100,931 -85,336	-46%	-$4.94M	0.11%	213
2023 Q2	$10.9M	Sell	186,267 -97,512	-34%	-$5.88M	0.17%	181
2023 Q1	$17.4M	Sell	283,779 -12,313	-4%	-$757K	0.29%	119
2022 Q4	$18.8M	Buy	+296,092	New	+$17.5M	0.3%	127

Other funds holding CMS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wedge Capital Management's CMS Position: Q2 2026 in Review

Wedge Capital Management sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 4,853 shares — an estimated $376K sold.

Wedge Capital Management first reported a position in CMS in Q4 2022 and held it in 14 quarters. The position peaked at $18.8M in Q4 2022. 340 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Wedge Capital Management reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Wedge Capital Management sold 4,853 CMS Energy shares in Q2 2026, an estimated $376K.
Wedge Capital Management first reported a position in CMS Energy in Q4 2022 and held it in 14 quarters.
Wedge Capital Management's CMS Energy position peaked at $18.8M in Q4 2022.
340 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.