Wilmington Savings Fund Society’s CMS Energy CMS Stock Holding History

Wilmington Savings Fund Society’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	$1.17M	Buy	15,342 +180	+1%	+$13.5K	0.03%	297
2026 Q1	$1.18M	Buy	15,162 +83	+0.6%	+$6.16K	0.03%	294
2025 Q4	$1.05M	Buy	15,079 +10,217	+210%	+$743K	0.02%	302
2025 Q3	$356K	Sell	4,862 -3,865	-44%	-$278K	0.01%	474
2025 Q2	$605K	Sell	8,727 -978	-10%	-$69.7K	0.01%	534
2025 Q1	$729K	Buy	9,705 +895	+10%	+$62.5K	0.01%	481
2024 Q4	$587K	Buy	8,810 +464	+6%	+$31.9K	0.01%	541
2024 Q3	$589K	Buy	+8,346	New	+$548K	0.01%	534

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

Wilmington Savings Fund Society's CMS Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its CMS Energy (CMS) stake by 1.2% in Q2 2026, buying an estimated $13.5K and bringing the position to 15,342 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #297.

Wilmington Savings Fund Society first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Wilmington Savings Fund Society held 15,342 shares of CMS Energy worth $1.17M as of Q2 2026.
Wilmington Savings Fund Society bought 180 CMS Energy shares in Q2 2026, an estimated $13.5K.
CMS Energy made up 0.03% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #297 holding.
Wilmington Savings Fund Society first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's CMS Energy position peaked at $1.18M in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.