Woodline Partners’s CMS Energy CMS Stock Holding History

Woodline Partners’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	$5.15M	Buy	67,373 +7,437	+12%	+$557K	0.02%	682
2026 Q1	$4.65M	Buy	59,936 +8,105	+16%	+$602K	0.02%	671
2025 Q4	$3.62M	Buy	51,831 +12,270	+31%	+$892K	0.01%	686
2025 Q3	$2.9M	Buy	39,561 +7,205	+22%	+$518K	0.01%	674
2025 Q2	$2.24M	Buy	32,356 +7,113	+28%	+$507K	0.01%	707
2025 Q1	$1.9M	Buy	25,243 +7,300	+41%	+$510K	0.01%	672
2024 Q4	$1.2M	Buy	+17,943	New	+$1.23M	0.01%	733

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

Woodline Partners's CMS Position: Q2 2026 in Review

Woodline Partners increased its CMS Energy (CMS) stake by 12% in Q2 2026, buying an estimated $557K and bringing the position to 67,373 shares worth $5.15M. The position accounts for 0.02% of the portfolio, ranked #682.

Woodline Partners first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Woodline Partners held 67,373 shares of CMS Energy worth $5.15M as of Q2 2026.
Woodline Partners bought 7,437 CMS Energy shares in Q2 2026, an estimated $557K.
CMS Energy made up 0.02% of Woodline Partners's portfolio in Q2 2026, its #682 holding.
Woodline Partners first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.