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Xponance’s CMS Energy CMS Stock Holding History

Xponance’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 		$4.45M Buy
58,198
+1,112
+2% +$83.3K 0.03% 416
2026
Q1 		$4.43M Buy
57,086
+7,194
+14% +$534K 0.03% 386
2025
Q4 		$3.49M Buy
49,892
+3,301
+7% +$240K 0.03% 417
2025
Q3 		$3.41M Sell
46,591
-8,809
-16% -$633K 0.03% 414
2025
Q2 		$3.84M Buy
55,400
+13,268
+31% +$945K 0.03% 396
2025
Q1 		$3.16M Buy
42,132
+775
+2% +$54.1K 0.03% 408
2024
Q4 		$2.76M Buy
41,357
+103
+0.2% +$7.09K 0.03% 442
2024
Q3 		$2.91M Buy
41,254
+579
+1% +$38K 0.03% 432
2024
Q2 		$2.42M Buy
40,675
+760
+2% +$46K 0.02% 454
2024
Q1 		$2.41M Buy
39,915
+2,211
+6% +$128K 0.03% 473
2023
Q4 		$2.19M Sell
37,704
-1,593
-4% -$89K 0.03% 456
2023
Q3 		$2.09M Buy
39,297
+1,917
+5% +$111K 0.03% 443
2023
Q2 		$2.2M Sell
37,380
-154
-0.4% -$9.29K 0.03% 449
2023
Q1 		$2.3M Buy
37,534
+1,012
+3% +$62.2K 0.03% 425
2022
Q4 		$2.31M Buy
36,522
+6,327
+21% +$374K 0.04% 409
2022
Q3 		$1.76M Buy
30,195
+4,808
+19% +$323K 0.03% 421
2022
Q2 		$1.71M Buy
25,387
+6,604
+35% +$456K 0.03% 411
2022
Q1 		$1.31M Buy
18,783
+454
+2% +$29.4K 0.02% 505
2021
Q4 		$1.19M Buy
18,329
+3,558
+24% +$218K 0.02% 547
2021
Q3 		$882K Sell
14,771
-1,365
-8% -$85.2K 0.02% 617
2021
Q2 		$953K Buy
16,136
+3,703
+30% +$230K 0.02% 619
2021
Q1 		$761K Buy
12,433
+91
+0.7% +$5.23K 0.02% 587
2020
Q4 		$753K Sell
12,342
-56,881
-82% -$3.56M 0.02% 564
2020
Q3 		$4.25M Buy
69,223
+57,515
+491% +$3.52M 0.1% 166
2020
Q2 		$684K Buy
+11,708
New +$678K 0.02% 483

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

Xponance's CMS Position: Q2 2026 in Review

Xponance increased its CMS Energy (CMS) stake by 1.9% in Q2 2026, buying an estimated $83.3K and bringing the position to 58,198 shares worth $4.45M. The position accounts for 0.03% of the portfolio, ranked #416.

Xponance first reported a position in CMS in Q2 2020 and has held it in 25 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Xponance held 58,198 shares of CMS Energy worth $4.45M as of Q2 2026.
  • Xponance bought 1,112 CMS Energy shares in Q2 2026, an estimated $83.3K.
  • CMS Energy made up 0.03% of Xponance's portfolio in Q2 2026, its #416 holding.
  • Xponance first reported a position in CMS Energy in Q2 2020 and has held it in 25 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.