Yousif Capital Management’s CMS Energy CMS Stock Holding History

Yousif Capital Management’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	$3.49M	Sell	45,658 -1,440	-3%	-$108K	0.04%	431
2026 Q1	$3.65M	Sell	47,098 -575	-1%	-$42.7K	0.04%	406
2025 Q4	$3.4M	Sell	47,673 -1,473	-3%	-$107K	0.04%	452
2025 Q3	$3.6M	Sell	49,146 -4,540	-8%	-$326K	0.04%	446
2025 Q2	$3.72M	Buy	53,686 +595	+1%	+$42.4K	0.04%	426
2025 Q1	$3.99M	Sell	53,091 -683	-1%	-$47.7K	0.05%	364
2024 Q4	$3.58M	Buy	53,774 +748	+1%	+$51.5K	0.04%	429
2024 Q3	$3.75M	Sell	53,026 -554	-1%	-$36.4K	0.04%	433
2024 Q2	$3.19M	Buy	53,580 +448	+0.8%	+$27.1K	0.04%	514
2024 Q1	$3.21M	Sell	53,132 -1,739	-3%	-$101K	0.04%	546
2023 Q4	$3.19M	Sell	54,871 -2,508	-4%	-$140K	0.04%	540
2023 Q3	$3.05M	Sell	57,379 -669	-1%	-$38.7K	0.04%	531
2023 Q2	$3.41M	Buy	58,048 +325	+0.6%	+$19.6K	0.04%	486
2023 Q1	$3.54M	Sell	57,723 -3,489	-6%	-$214K	0.05%	443
2022 Q4	$3.88M	Buy	61,212 +2,126	+4%	+$126K	0.05%	412
2022 Q3	$3.44M	Sell	59,086 -323	-0.5%	-$21.7K	0.05%	413
2022 Q2	$4.01M	Sell	59,409 -1,664	-3%	-$115K	0.05%	381
2022 Q1	$4.27M	Sell	61,073 -1,380	-2%	-$89.5K	0.05%	433
2021 Q4	$4.06M	Buy	+62,453	New	+$3.83M	0.04%	487

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 $3.38T AUM 44.17% 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

Yousif Capital Management's CMS Position: Q2 2026 in Review

Yousif Capital Management reduced its CMS Energy (CMS) stake by 3.1% in Q2 2026, selling an estimated $108K and leaving 45,658 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #431.

Yousif Capital Management first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.27M in Q1 2022. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Yousif Capital Management held 45,658 shares of CMS Energy worth $3.49M as of Q2 2026.
Yousif Capital Management sold 1,440 CMS Energy shares in Q2 2026, an estimated $108K.
CMS Energy made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #431 holding.
Yousif Capital Management first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's CMS Energy position peaked at $4.27M in Q1 2022.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.