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AlphaCore Capital’s CMS Energy CMS Stock Holding History

AlphaCore Capital’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 		$313K Buy
+4,086
New +$306K 0.01% 907
2026
Q1 		– Sell
-3,425
Closed -$240K – 1273
2025
Q4 		$240K Buy
+3,425
New +$249K 0.01% 909

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

AlphaCore Capital's CMS Position: Q2 2026 in Review

AlphaCore Capital opened a new position in CMS Energy (CMS) in Q2 2026: 4,086 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in CMS as recently as Q4 2025.

AlphaCore Capital first reported a position in CMS in Q4 2025 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • AlphaCore Capital held 4,086 shares of CMS Energy worth $313K as of Q2 2026.
  • CMS Energy was a new AlphaCore Capital position in Q2 2026.
  • CMS Energy made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #907 holding.
  • AlphaCore Capital first reported a position in CMS Energy in Q4 2025 and has held it in 2 quarters since.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.