Daniel Investment Group, Inc.’s CMS Energy CMS Stock Holding History

Daniel Investment Group, Inc.’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	$385K	Buy	+5,031	New	+$377K	0.23%	25

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 New York $167B AUM 44.17% 1-Year Est. Return

Daniel Investment Group, Inc.'s CMS Position: Q2 2026 in Review

Daniel Investment Group, Inc. opened a new position in CMS Energy (CMS) in Q2 2026: 5,031 shares worth $385K. The stake represents 0.23% of the portfolio and ranks #25 among its holdings.

432 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Daniel Investment Group, Inc. held 5,031 shares of CMS Energy worth $385K as of Q2 2026.
CMS Energy was a new Daniel Investment Group, Inc. position in Q2 2026.
CMS Energy made up 0.23% of Daniel Investment Group, Inc.'s portfolio in Q2 2026, its #25 holding.
432 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Daniel Investment Group, Inc.'s 13F filing for Q2 2026, filed 3 Aug 2026.