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Welch & Forbes’s CMS Energy CMS Stock Holding History

Welch & Forbes’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 		$234K Buy
+3,054
New +$229K ﹤0.01% 366

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 $3.37T AUM 44.26% 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

Welch & Forbes's CMS Position: Q2 2026 in Review

Welch & Forbes opened a new position in CMS Energy (CMS) in Q2 2026: 3,054 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings.

816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Welch & Forbes held 3,054 shares of CMS Energy worth $234K as of Q2 2026.
  • CMS Energy was a new Welch & Forbes position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Welch & Forbes's portfolio in Q2 2026, its #366 holding.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.