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WPG Advisers’s CMS Energy CMS Stock Holding History

WPG Advisers’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 		$995 Hold
13
– – ﹤0.01% 1334
2026
Q1 		$1.01K Sell
13
-405
-97% -$30.1K ﹤0.01% 1252
2025
Q4 		$29.2K Sell
418
-89
-18% -$6.47K 0.02% 413
2025
Q3 		$37.1K Hold
507
– – 0.03% 357
2025
Q2 		$35.1K Sell
507
-121
-19% -$8.62K 0.03% 357
2025
Q1 		$47.2K Buy
628
+12
+2% +$838 0.04% 282
2024
Q4 		$41.1K Buy
+616
New +$42.4K 0.04% 325

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

WPG Advisers's CMS Position: Q2 2026 in Review

WPG Advisers held its CMS Energy (CMS) position steady in Q2 2026 at 13 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

WPG Advisers first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.2K in Q1 2025. 432 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • WPG Advisers held 13 shares of CMS Energy worth $995 as of Q2 2026.
  • WPG Advisers left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1334 holding.
  • WPG Advisers first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's CMS Energy position peaked at $47.2K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.